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Lessons from Singapore
When you think of Singapore, what comes to mind? Perhaps it’s the country’s phenomenal economic success as one of the four Asian Tigers, maybe it’s a spicy local dish such as laksa or chilli crab, or...
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1 + 1 = 3
I hope you’re outraged by the title. How can one desecrate civilization’s most coherent institution (mathematics) in the name of some sociological life lesson!?!? But hear me out – there is something...
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‘Twas the week before Christmas…
‘Twas the week before Christmas And never you fear We’ll again provide readers With a review of the year Currency, oh, currency, The Swiss shocked us, it’s true Franc’s affair with the Euro Is over,...
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(Not) Boring Links – December 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us last month. Not everything below is technically about investing—but...
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Three Investment Lessons from 2015
Every year our team devotes a couple of our regular Wednesday morning meetings for reflection on the year that has passed. This is a chance for our team to review the insights, errors and observations...
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Market Overview – Q4 2015
From our latest Investment Newsletter… The end of the year ushered in greater stability to global asset markets. After an anxious summer, the fourth quarter was a period of lower volatility. Fears...
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Volatile, Unpredictable… and entirely Normal
Stock markets have been jittery lately. After improved sentiment last quarter, investors now appear to have heightened concerns. Not only have fears around China resurfaced, stoked in part by downbeat...
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Mawer’s Book Recommendations for 2016
Every year, our team pulls together a list of books that influenced our thinking in the previous year. Not all of the recommendations are new books or relate directly to investing, but each one...
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(Not) Boring Links – February 2016
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us last month. Not everything below is technically about investing—but...
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What’s in your Strawberry Yogurt?
The Keystone Business Model A giant bowl of squished strawberries sits in front of me. And next to it, a tub of plain yogurt. I am attempting to mix the two together until my concoction tastes like...
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A walk along Risk Road with Jim Hall
Deflation and rising interest rates At Mawer, we spend a great deal of time asking and answering the question: So What? A company’s share price is down 6%…so what? A central bank moved interest rates...
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A New Kind of Index Theory
It was my second day on a research trip in Beijing, China and I took the subway to meet with an old friend for lunch at a restaurant inside the Parkview Green shopping mall. When we were finished, I...
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(Not) Boring Links – March 2016
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us last month. Not everything below is technically about investing—but...
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Part 2: A walk along Risk Road with Jim Hall
Investing in a Slow-Growth world At Mawer, we spend a great deal of time asking and answering the question: So What? A company’s share price is down 6%…so what? A central bank moved interest rates...
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Seneca says: Avoid the Crowd
I had the chance to re-read one of my favourite books in recent weeks: Seneca’s Letters from a Stoic. Seneca was a Roman Stoic, philosopher, statesman, and advisor to Emperor Nero. He is a fascinating...
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The Portfolio is the Hedge
From our latest discussion paper… Stanislav, now an analyst on our Canadian equity team, was fifteen when his family decided to move from Kazakhstan to Russia. A tall, thin boy with dark hair and a...
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(Not) Boring Links – April 2016
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us last month. Not everything below is technically about investing—but...
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The Unknown Hockey Puck Phenomenon
Last week we had a sendoff for one of our colleagues, Ong, an equity analyst originally from Thailand, who is relocating to our Singapore office. Ong received a gift bag of “Canadiana” gear which...
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Market Overview – Q1 2016
From our latest Investment Newsletter… Global economic weakness and deflationary forces were still at work in the first quarter of 2016. Volatility and uncertainty remained stubborn themes, with...
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Part 3: A walk along Risk Road with Jim Hall
The Disruptors vs. The Disrupted – know the winners, avoid the losers At Mawer, we spend a great deal of time asking and answering the question: So what? A company’s share price is down 6%…so what? A...
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