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Artwork for Art of Boring
Emerging Markets
Mawer Investment Management
Investment Philosophy
Semiconductors
Mawer Investment Management Ltd.
Investment Strategy
Interest Rates
Central Banks
Canadian Small Cap Strategy
Small Cap Companies
Geopolitics
AI Applications
Converge Technologies
Capital Allocation
Japan
Q4 2023 Economic Developments
Inflation
Global Credit Opportunities Strategy
Credit Markets
Fixed Income

Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients' favour for over 50 years.

PublishesTwice monthlyEpisodes203Founded8 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for Art of Boring

Latest Episodes

On this episode of The Art of Boring, Global Credit Portfolio Manager Brian Carney unpacks what he believes are some of the most pressing issues in credit markets today. He explores whether recent private market bankruptcies signal deeper systemic co... more

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In this episode, portfolio manager Peter Lampert discusses the evolving landscape of international equities, with a special focus on the portfolio's exposure to AI enablers—companies powering the semiconductor supply chain, from power supply units to... more

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Paul Moroz returns to share an update on our global equity strategy. We dig into what's changed since Paul resumed the lead portfolio manager role, how the team's collaboration has evolved, and why a more diversified and resilient portfolio is the re... more

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In this episode, we sat down with our Director of Research, Vijay Viswanathan, and Institutional Portfolio Manager, Kevin Minas, to talk through their observations this past quarter. We talk macro, micro, and everything in between, touching on changi... more

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Recent Guests

Grayson Witcher
US Equity Portfolio Manager
Mawer Investment Management Ltd.
Episode: From Invisible Hand to Heavy Hand: Government Stakes, AI, and the Shifting CapEx Cycle in U.S. Markets | EP 197
Dom Drzazga
Equity analyst working on Canadian small cap team
Mawer Investment Management
Episode: From Inventory to Innovation: Canadian Small Caps in Focus | EP 195
Josh Samuel
Colleague at Mawer Investment Management, based in Singapore and knowledgeable about defense industries.
Mawer Investment Management Ltd.
Episode: Investment Opportunities in a Changing Military Landscape | EP187
Steven Visscher
Lead Manager on Balance Portfolios at Mawer Investment Management
Mawer Investment Management
Episode: Looking Past the Pitfalls: Focusing on Managing Risk in the Balanced Portfolio | EP169
Karan Phadke
Portfolio Manager on the Global Small Cap Strategy
Mawer Investment Management Ltd.
Episode: Navigating Global Small Caps in an AI-Transformative World | EP157
Brian Carney
Global credit portfolio manager with over 30 years of investment industry experience.
Mawer Investment Management Ltd.
Episode: Introducing: The Mawer Global Credit Opportunities Strategy | EP148
Crista Caughlin
Lead Portfolio Manager of the Mawer Canadian Bond Strategy and the Mawer Money Market Strategy
Mawer Investment Management Ltd.
Episode: Quarterly Update | Q4 2023 | EP146

Hosts

Rob Mawer
Host of the Art of Boring, focusing on investment strategies and philosophy.
Andrew Mawer
Host providing insights on investment management and strategies.

Reviews

4.7 out of 5 stars from 113 ratings
  • Helpful advice

    I have been a Mawer investor for about 13 years and their advice is professional and reassuring. Especially helpful information when markets are volatile to understand how their philosophy and strategic planning of their individual portfolios go to mitigate risk and search for opportunities. A superb investment company IMO.

    Apple Podcasts
    5
    Rest of Canada
    Canada8 months ago
  • Masterclass at Mawer

    I have been reading their articles and investing in Mawer for almost 15 years. Their discussions are easy to follow and understand. I highly recommend to anyone especially for new investors on a topic many believe to be too daunting to understand.

    Apple Podcasts
    5
    TPN.8
    Canada2 years ago
  • Abdy

    I love this. It is so easy to follow along especially for someone who doesn’t have a financial background.

    Apple Podcasts
    5
    abdy4
    Canada6 years ago
  • Very informative

    Great presentation and consideration. Fantastic conversation and thoughts. Be Boring. Make Money!

    Apple Podcasts
    5
    Baronialists
    Canada6 years ago
  • So far, it’s the best podcast for investment

    Excellent topic and insightful talk!

    Apple Podcasts
    5
    jeff_yao
    Canada6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall, reviews convey positivity about the educational value and practical nature of content shared in the episodes.
Listeners appreciate the professional and reassuring investment advice, particularly during volatile market conditions.
Listeners highlight the engaging and insightful conversations, reflecting a deep understanding of market dynamics and investment principles.
The discussions are noted for being easy to follow, making complex financial topics accessible, especially for new investors.
Many commend the podcast as a valuable source of information, emphasizing the importance of Mawer's investment philosophy and strategic planning.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#200
Canada/Business/Investing
Apple Podcasts
#125
Brazil/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Canadian Bond Balancing Act: Trade Policy, Central Banks, and Economic Growth Impacts | EP 199
Q: What are the big things that are keeping you up at night for somebody that's managing a bond portfolio?
The biggest risk is inflation which can force central banks to tighten policy and raise rates, despite recent improvements in inflation metrics.
The Canadian Bond Balancing Act: Trade Policy, Central Banks, and Economic Growth Impacts | EP 199
Q: How have they approached interest rate policy over the last little while, particularly in light of this tension on inflation?
Central banks initially had an easing bias but shifted toward a wait-and-see approach due to uncertainties around the trade war; they've recently resumed cutting rates as growth has slowed significantly.
Convergence and Complacency: Today's Credit Markets | EP 196
Q: What role does technology, especially AI, play in your investment process?
AI is used to optimize the selection of issuers and enhance the triage process, making it possible to conduct deeper analyses more efficiently.
Convergence and Complacency: Today's Credit Markets | EP 196
Q: What are the key indicators you're looking at to signal a shift in the credit market?
Key indicators include hedge fund liquidations and counterparty credit reductions that signal a potential crisis in the market.
From Inventory to Innovation: Canadian Small Caps in Focus | EP 195
Q: What made Sprott a compelling addition right now?
Sprott offers a stable business model with strong margins and a robust track record of growth.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Art of Boring

What is Art of Boring about and what kind of topics does it cover?

Exploring investment strategies and philosophies, the content focuses on practical insights from financial experts at a well-regarded investment management firm. Topics frequently discussed include capital expenditure cycles, credit markets, small-cap stocks, and the implications of technological advancements such as artificial intelligence in investment approaches. Each episode typically features detailed discussions around market trends, risk management, and investment strategies adaptable to current economic climates, making complex financial concepts accessible to a broader audience. Notably, this podcast emphasizes a long-term investment perspective, aiming to educate both novice and experienced investors while aiming to demystify the ... more

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Art of Boring launched 8 years ago and published 203 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Art of Boring?

Recent guests on Art of Boring include:

1. Grayson Witcher
2. Dom Drzazga
3. Josh Samuel
4. Steven Visscher
5. Karan Phadke
6. Brian Carney
7. Crista Caughlin

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