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Artwork for Art of Boring
Artificial Intelligence
Credit Markets
Inflation
Emerging Markets
Interest Rates
Global Equity Strategy
Mawer Investment Management
Central Banks
Investment Strategy
Japan
Market Volatility
Semiconductors
Investment Philosophy
Canadian Small Caps
Commercial Real Estate
Equity Markets
Canadian Equity Market
Mawer Investment Management Ltd.
Corporate Governance
Geopolitics

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.

PublishesWeeklyEpisodes217Founded8 years ago
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InvestingBusinessManagement

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Artwork for Art of Boring

Latest Episodes

In this episode, portfolio manager Steven Visscher covers how Mawer's balanced portfolios navigated 2025 and how they are positioned in 2026. With a war-driven energy shock on one side and an AI investment boom on the other, the market is pulling in ... more

In this episode, Jeff Mo, U.S. mid-cap portfolio manager, explores a fundamental shift in how economies may grow over the next decade. He makes the case that after 25 years of intangible, internet-driven expansion, growth may increasingly depend on b... more

YouTube

In this episode, Peter Lampert, international equity portfolio manager, examines the Middle East conflict and its implications for global markets. He walks through the portfolio's diversification strategy, explains the team's nearly 40-year history w... more

In this episode, Brian Carney, lead portfolio manager of the Mawer Global Credit Opportunities Strategy, examines a fixed income backdrop reshaped by geopolitical escalation, an energy shock, and sharply changing interest-rate expectations. He explai... more

YouTube

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Recent Guests

Jeff Moe
Portfolio Manager at Mawer Investment Management
Mawer Investment Management
Episode: U.S. Mid-Cap: The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning | EP 216
Peter Lampert
Head of International Equity at Mawer (guest)
Mawer Investment Management
Episode: International Equity: Finding Quality Opportunities in Today's Market
Brian Carney
Lead PM of the Mawer Global Credit Opportunities Strategy
Mawer Investment Management
Episode: Global Credit: Energy Shocks, AI Borrowing, and Signs of Stress | EP 214
Grayson Witcher
Lead Portfolio Manager of US Equity Strategy
Mawer Investment Management Ltd.
Episode: U.S. Equities: Software, Security, and Shifting Regimes | EP 211
Wen Quan Cheong
Investment expert discussing themes in emerging markets and AI
Mawer Investment Management Ltd.
Episode: Emerging Markets: AI "Picks and Shovels," ROIC, and the Great Supply Chain Reshuffle | EP 210
Stu Morrow
Investment counselor at Mawer
Mawer Investment Management Ltd.
Episode: Quarterly Update | Q4 2025 | EP 206
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

Hosts

Andrew Mawer
Host affiliated with Mawer Investment Management Ltd.; appears across multiple episodes.
Rob Mawer
Co-host/host on the show; frequently contributes to episode discussions.
Kevin Mawer
Regular host with involvement in investment conversations across episodes.

Reviews

4.6 out of 5 stars from 114 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
    Canadaa year 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
    Canada3 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.

The show is consistently described as educational and foundational for understanding Mawer's bottom-up approach.
Listeners praise professional, reassuring investment guidance and clear explanations of complex topics.
Audience finds content accessible for new investors while still valuable to experienced ones.

Chart Rankings

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

Apple Podcasts
#170
Canada/Business/Investing
Apple Podcasts
#208
Hong Kong/Business/Investing
Apple Podcasts
#236
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

U.S. Mid-Cap: The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning | EP 216
Q: What risks or misconceptions should investors watch for with this shift to capital-intensive growth?
There can be cycles and discrepancies between productivity gains and actual capital deployment. Some AI-capex beneficiaries may act as ballast in a recession, but it's crucial to avoid overpaying for themes and to consider how productivity adoption and potential AI losers could impact other holdings, maintaining a diversified, contrarian approach.
U.S. Mid-Cap: The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning | EP 216
Q: How does the team reconcile big macro themes with individual stock ideas?
By combining a top-down overlay with a bottom-up, idiosyncratic approach. They screen thousands of companies, assess competitive advantages and management quality, and then bias toward those that fit the evolving physical-economy thesis while maintaining balance so that AI-driven beneficiaries don't swamp the portfolio.
U.S. Mid-Cap: The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning | EP 216
Q: What is the overarching theme driving the investment stance for the US MidCap portfolio?
The focus is on a shift toward a more physical economy where capital expenditure and domestic production become more important for growth, balanced with bottom-up idea generation that looks for idiosyncratic companies with durable competitive advantages, while ensuring diversification and resisting over-concentration in any one theme.
Nostalgia Is Not a Strategy: Adapting the Investing Playbook to a Changing World Order | EP208
Q: What advice might you offer them, in terms of where the role of an investment analyst or portfolio manager is going?
The job is evolving, with more use of AI for efficiency. Aspiring investors should learn to integrate with AI and focus on judgment, which remains essential.
Data Moats in the Age of AI | EP 207
Q: What company or set of companies are best positioned with respect to a data advantage?
Tencent is a prime example as they have unique, continuously refreshed, high-dimensional interaction, and closed-loop data.

Audience Metrics

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

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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?

The show centers on investment philosophy, bottom-up stock picking, and disciplined risk management, with frequent discussions on how macro forces, geopolitics, and technology shape portfolios. Episodes highlight US equity trends, AI-driven themes, emerging markets, and the mechanics of data, earnings quality, and capital allocation in real-world investment processes. Noteworthy is the consistency of leveraging in-house investment principles, accessible explanations of complex topics, and guests who bring frontline market experience from Mawer Investment Management and related fields. For potential listeners, expect thoughtful, long-horizon perspectives on investing, with clear links between research, company fundamentals, and portfolio imp... more

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1. Long Term Investing - With Baskin Wealth Management
2. In the Money with Amber Kanwar
3. Invest Like the Best with Patrick O'Shaughnessy
4. Capital Ideas podcast
5. Business Breakdowns

How many episodes of Art of Boring are there?

Art of Boring launched 8 years ago and published 217 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. Jeff Moe
2. Peter Lampert
3. Brian Carney
4. Grayson Witcher
5. Wen Quan Cheong
6. Stu Morrow
7. Dom Drzazga
8. Josh Samuel

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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