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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
Japan
Capital Allocation
Inflation
Q4 2023 Economic Developments
Fixed Income
Credit Markets
Global Credit Opportunities Strategy

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 monthlyEpisodes204Founded8 years ago
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BusinessInvestingManagement

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Artwork for Art of Boring

Latest Episodes

U.S. mid-cap equities are often overlooked, but beneath the headlines of consumer weakness and market volatility, there's a more nuanced story. Portfolio manager Jeff Mo shares a bottom-up perspective on resilient—though bifurcated—consumer spending,... more

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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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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 and financial expert addressing investment strategies and market insights.
Kevin Mawer
Host providing perspectives on investment philosophies and market conditions.
Andrew Mawer
Host engaging in discussions about investment strategies and market dynamics.

Reviews

4.6 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.

The discussions are consistently praised for being easy to understand, appealing to both seasoned investors and newcomers alike.
The hosts are commended for their informative presentation and engaging discussions that resonate deeply with the audience, often suggesting they would recommend it to others.
Several comments highlight the show's ability to provide insights into the complexities of investment strategies without oversimplifying the topics.
Listeners appreciate the professional and reassuring investment advice tailored for markets fraught with volatility.

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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.

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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?

A unique financial and investment-focused series offers insights into the nuanced world of investing, emphasizing a bottom-up approach to portfolio management. The discussions feature experts who analyze macroeconomic trends, including consumer behavior, credit markets, and the integration of innovative technologies like AI in investment strategies. Episodes often dive into the evaluation of various asset classes — from Canadian bonds to global equities — providing listeners with practical investment advice and a thorough understanding of market dynamics that can inform their financial decisions. Additionally, there's a distinct focus on resilience in changing markets and the importance of consistency in investment philosophies.

What sets ... more

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Which podcasts are similar to Art of Boring?

These podcasts share a similar audience with Art of Boring:

1. The Memo by Howard Marks
2. Masters in Business
3. In the Money with Amber Kanwar
4. We Study Billionaires - The Investor’s Podcast Network
5. The Rational Reminder Podcast

How many episodes of Art of Boring are there?

Art of Boring launched 8 years ago and published 204 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

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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