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Market Insights

Into the autumn, here we go. A slowing economy will get lower rates

By: Bruce Murray, CFA The markets have had an impressive year to date despite the panic associated with “Liberation Day” and the massive tariffs imposed on so many of the USA’s trading partners. While fear of economic collapse mounted, it has thus far not materialized. Delays in implementing the tariffs and corporate stockpiling have kept […]

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Portfolio Updates

August 2025 Portfolio Review

The MWG Global Equity Growth Fund Series O rose 3.6% in August, beating the 2.7% rise in its benchmark, and is now up 15.0% year to date. The Fund’s top three performers in the month were Hudbay Minerals (+29%), UnitedHealth (+23%) and Linamar (+12%), while Moderna (-19%), Microsoft (-6%) and Meta (-5%) were the largest […]

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