Archives by: Mawer Investment Management

Kara Lilly, Investment Strategist, Mawer Investment Management

Kara Lilly, Investment Strategist, Mawer Investment Management Posts

Objects in the mirror may be closer than they appear

Insight Markets Outlook
by Kara Lilly, Investment Strategist, Mawer Investment Management, via The Art of Boring Blog A few weeks ago I watched Logan, Marvel’s final installment in the Wolverine franchise. When ...
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Beakerhead 2017: Up against all odds

Insight Markets Outlook
by Mawer Investment Management, via The Art of Boring Blog Tentacles, and fire, and science. Oh my! This week we have the pleasure of partnering again with Beakerhead, ...
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(Not) Boring Finds for September 2017

Insight Markets Outlook
by Mawer Investment Management, via The Art of Boring Blog This month we learned investors may want to think more like virologists; to start preparing our goodbyes to ...
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The age of data monopolies

Insight Markets Outlook
by Mawer Investment Management, via The Art of Boring Blog About a decade ago, was an investor to ask, “What are the best businesses? The ones nearly immune ...
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Stroke of the pen risk

Insight Markets Outlook
by Mawer Investment Management, via The Art of Boring Blog Legislation, regulation and litigation can literally change a company’s business overnight. The risk that a change in the ...
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Don’t ignore the dragon

Insight Markets Outlook
by Kara Lilly, Investment Strategist, Mawer Investment Management, via The Art of Boring Blog There are moments in life when exactly what you need falls serendipitously into your lap. ...
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The anatomy of trust

Insight Markets Outlook
by Kara Lilly, Investment Strategist, Mawer Investment Management, via The Art of Boring Blog Trust—it’s one of those “big” words like love, risk, and happiness. It’s imbued with ...
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(Not) Boring Finds for August 2017

Insight Markets Outlook
by Mawer Investment Management, via The Art of Boring Blog This month we are inspired by Da Vinci on how to think creatively; a bit stunned by familiar ...
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Peanut Butter (or why to expect the improbable)

Insight Markets Outlook
by Kara Lilly, Investment Strategist, Mawer Investment Management, via The Art of Boring Blog Just the other day, a friend posted the following question on his Facebook wall: ...
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Argentina’s 100 year “Houdini” bond

Insight Markets Outlook
by James Redpath, CFA, Mawer Investment Management, via The Art of Boring Blog In case you missed it, Argentina recently surprised the world with an amazing spectacle. Reminiscent ...
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