A Silver Lining to the Fiscal Cliff (Visscher)
A Silver Lining to the Fiscal Cliff by Steve Visscher, Mawer Investment Management A recent report from Standard…
December 28, 2012
Gordon Gecko Syndrome
Gordon Gecko Syndrome by Jamie Hyndman, Mawer Investment Management A few weeks ago, I went to dinner with…
December 14, 2012
Political Risk... in Canada? (Visscher)
Political Risk... in Canada? by Steven Visscher, Mawer Investment Management December 7, 2012 In selecting securities, we think…
December 7, 2012
A Trojan Horse? (Jamie Hyndman)
A Trojan Horse? by Jamie Hyndman, Mawer Investment Management November 30, 2012 Sometime roughly three thousand years ago,…
November 30, 2012
Resist The Hype (Visscher)
by Steve Visscher, Mawer Investment Management Just for fun I googled “China’s economy”. It yielded pages and pages…
November 26, 2012
Why Bother? (Visscher)
by Steven Visscher, Mawer Investment Management Bonds can’t go higher. Bonds are too expensive. Inflation is inevitable and…
November 16, 2012
Mickey Mouse vs. Darth Vader
by Steven Visscher, Mawer Investment Management My parents insisted that our family eat dinner together each night. Seven…
November 9, 2012
Blaming Nostradamus
Blaming Nostradamus by Kara Lilly, Mawer Investment Management In the past week, the scientific community has been up…
November 2, 2012
The Abominable No Man
by Jamie Hyndman, Mawer Investment Management I wonder how many investment ideas start optimistically, perhaps with a phrase…
October 19, 2012
Be Careful Uncle
by Steve Visscher, Mawer Investment Management My uncle is a great guy. He had a successful career and…
October 12, 2012
Being Benched
by Jamie Hyndman, Mawer Investment Management Earlier this week, Vanguard announced they are changing benchmark providers. They are…
October 5, 2012
Pay As You Go
by Steven Visscher, Mawer Investment Management Sometimes it feels like we live in a world that rewards fiscal…
September 28, 2012
Dangerous Liaisons
by Jamie Hyndman, Mawer Investment Management Last [last] Friday morning I was following my usual routine. On the…
September 27, 2012
Look Back. Now A Little Further.
by Steven Visscher, Mawer Investment Management Recency Bias – the tendency to use our recent experience as the…
September 26, 2012
QE Forever?
by Ed Ylagan, Mawer Investment Management This past week I have been battling a cold which has, as…
September 26, 2012
