Art of Boring Mawer Investment Management Ltd.

The impacts of inflation, interest rates, and sharp currency movements on the portfolio, and the importance of leaning in to process and keeping a long-term perspective.

The team debates the thesis that renewables are becoming “cheaper” than traditional energy sources, unpacks why the ultimate cost to the end consumer shouldn’t be missing from the conversation, and delves into the investment implications.

Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.

CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.

Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.

Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.