For half a century, Mawer has helped institutional clients successfully navigate the shifting market landscape using our disciplined, "boring" investment approach. While others chase fads, we strive to deliver the stability U.S. institutions need. Explore our Art of Boring insights and strategies built on this foundation.
We share strategies, frameworks, and insights to help readers and listeners make better investment decisions.
In this paper, we look back over several decades to show how the composition and character of emerging markets have changed. We then highlight three themes that matter today: the role of companies like TSMC and its ecosystem at the heart of the AI supply chain; the rise of wealth and domestic demand; and the question of whether typical EM exposures are delivering the diversification benefits North American investors expect.
In this episode of our podcast, discover how international companies are powering the AI semiconductor supply chain and where to find sustainable value beyond U.S. tech.
Quality investing focuses on identifying and investing in companies with strong, enduring fundamentals, at the right price.
In 2001, in preparation for a strategic defense summit, an analyst at the Pentagon prepared a rather remarkable memo.
The strategy invests primarily in equity and equity-related securities of entities outside of Canada and the United States.
The strategy invests primarily in equity and equity-related securities of companies located or active in emerging market countries.
