Mawer Investment Management

Mawer Investment Management

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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(Not) Boring Finds for July 2017

Insight Markets Outlook
by Mawer Investment Management, via The Art of Boring Blog This month we learned Lisa Simpson is an ideal role-model for business leaders; a new diplomatic strategy with ...
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Are all New Zealanders male and vegetarian?

Insight Markets Outlook
by David Ragan, Director and Portfolio Manager, Mawer Investment Management, via The Art of Boring Blog It should come as no surprise that a blog called the Art ...
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Bayes for days: What to do with signal

Insight Markets Outlook
by Kara Lilly, Investment Strategist, Mawer Investment Management, via The Art of Boring Blog The morning of September 11, 2001, Christian Siya-Jothy and his colleagues at Goldman Sachs ...
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Skydiving in a squirrel suit: Understanding the risks of NVCC bonds

Insight Markets Outlook
by Kara Lilly, Investment Strategist, Mawer Investment Management, via The Art of Boring Blog Banco Popular Espanol SA, the sixth largest bank in Spain, failed last week—you might ...
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Scuttlebutt

Insight Markets Outlook
by John Wilson, CFA, Equity Analyst, Mawer Investment Management, via The Art of Boring Blog “Go to five companies in an industry, ask each of them intelligent questions about ...
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(Not) Boring Finds for June 2017

Insight Markets Outlook
by Mawer Investment Management, via The Art of Boring Blog This month we were moved by the story of Eudocia Tomas Pulido; took a historical photographic tour through ...
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Galapagos Island Risk

Insight Markets Outlook
Galapagos Island Risk by Kara Lilly, Investment Strategist, Mawer Investment Management, via The Art of Boring Blog “That will be $50, please.” I nodded to the lady behind ...
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Not your typical trading desk

Insight Markets Outlook
by Jason Brink, Mawer Investment Management, via The Art of Boring Blog Until recently, I had a limited understanding of how traders do what they do. I knew ...
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Waiting on Copernicus: Sometimes we need to keep a hypothesis alive

Insight Markets Outlook Stocks
by Kara Lilly, Investment Strategist, Mawer Investment Management, via The Art of Boring Blog Falsification—the very essence of science—is a process of refutation. While we cannot prove a ...
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