Art of Boring
Mawer Investment Management Ltd.
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Recent Episodes
U.S. Mid-Cap: The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning | EP 216
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,…
International Equity: Finding Quality Opportunities in Today's Market
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…
Global Credit: Energy Shocks, AI Borrowing, and Signs of Stress | EP 214
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…
Quarterly Update | Q1 2026 | EP 213
In this episode, Institutional Portfolio Manager Kevin Minas and Investment Counsellor Stu Morrow examine the forces shaping markets in the first quarter of 2026. From the escalating conflict in the…
Global Equity: When the Voting Machine Overwhelms the Weighing Machine | EP 212
In this episode, global equity portfolio manager Paul Moroz examines how investors can navigate a market increasingly shaped by conflict, shifting narratives, and wider ranges of possible outcomes.…
U.S. Equities: Software, Security, and Shifting Regimes | EP 211
In this episode, U.S. equity portfolio manager Grayson Witcher explores what it means to invest exclusively in American businesses at a time when the U.S. is becoming more short‑term, more…
Emerging Markets: AI "Picks and Shovels," ROIC, and the Great Supply Chain Reshuffle | EP 210
Wen Quan Cheong, co-manager of Mawer's emerging markets equity strategy, outlines four major themes shaping the opportunity set today. First, the "picks and shovels" of AI: upstream enablers such as…
Accounting Shenanigans and the Pursuit of Economic Truth | EP 209
Equity analyst Alex Romaines joins the podcast to unpack "accounting shenanigans" and why getting from reported numbers to the economic truth of a business is so critical for long-term investors.…
Nostalgia Is Not a Strategy: Adapting the Investing Playbook to a Changing World Order | EP208
In a world where geopolitical tension, economic inequality, and technological change are all accelerating, what does it mean to be a long‑term, bottom‑up investor? In this episode, portfolio manager…
Data Moats in the Age of AI | EP 207
In this episode, we sit down with equity analyst Joshua Samuel to explore how artificial intelligence and large language models (LLMs) are fundamentally reshaping the nature of competitive advantages…
Quarterly Update | Q4 2025 | EP 206
In this episode, Investment Counsellor Stu Morrow and Institutional Portfolio Manager Kevin Minas examine the forces reshaping markets in the fourth quarter. From central banks navigating the shift…
Banks, Barrels and Gold: Canadian Equity in a Risky World | EP 205
From lingering "Liberation Day" tariff fears and a shift toward a more pro-growth federal policy stance to changing leadership within key sectors, Canadian equity portfolio manager Mark Rutherford…
U.S. Mid-Cap Resilience: Beyond the Headlines | EP 204
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…
Credit Markets: Caution, Compression, and Opportunity | EP 203
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…
International Equity: AI Enablers, Competitive Strength, Portfolio Resilience | EP 202
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…
Global Equity Update: Collaboration, Diversification, and Staying in the Middle of the Net | EP 201
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…
Quarterly Update | Q3 2025 | EP 200
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,…
The Canadian Bond Balancing Act: Trade Policy, Central Banks, and Economic Growth Impacts | EP 199
In this episode, Fixed Income Portfolio Manager Crista Caughlin breaks down the macro forces driving bond markets in 2025. From trade uncertainty to central bank policy shifts, Crista explains how…
Patience and Progress: Navigating Japan's Investment Terrain | EP 198
Equity analyst Ian Turnbull shares insights from his latest trip to Japan, highlighting the unique aspects of Japanese society and corporate culture. From surplus and stakeholder capitalism to why…
From Invisible Hand to Heavy Hand: Government Stakes, AI, and the Shifting CapEx Cycle in U.S. Markets | EP 197
In this episode, U.S. Equity Portfolio Manager Grayson Witcher explores the evolving intersection of government policy, innovation, and capital expenditure (CapEx) in U.S. markets. The discussion…
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Art of Boring has published 216 episodes since February 2018, covering topics in Business, Investing.
Art of Boring is currently moderate with new episodes every 2 weeks. Average episode length is 25m.
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