Monthly Archives: July 2024

MWG Focus: Market Timing

Perfect Timing for the Mid Month

Written by Senior Portfolio Manager, Michael Hakes, CFA, MBA.

This month, we are taking a break from our usual discussion of individual stocks. What better time than now, during a new paradigm (Gen AI), economic uncertainty, political uncertainty and climate change to talk about market timing? Read

June Portfolio Update | 2024

Thoughts on the Market: June Edition

Written by Head of Research, Jamie Murray, CFA

 

D’Oh Canada

As we celebrated our country’s 157th birthday, we couldn’t help but reflect on the “vibecession” happening in Canada. A vibecession, paraphrased, is a when it feels like we are in a recession, yet the data says otherwise. Why is that? In Canada, real GDP per capita has declined in six of the past seven quarters, with population growth outpacing total economic growth.

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MWG on BNN Bloomberg

In Case You Missed Us Live, Watch the Replay!

Latest Appearance!

On Tuesday, August 27th 2024, MWG’s Head of Research & Portfolio Manager, Jamie Murray, CFA, was live in-studio on BNN Bloomberg Market Call.

Jamie discussed the current market outlook, top and past picks, and answered viewer phone calls and emails on a range of global growth and dividend-paying stocks. Market Call is Canada’s leading stock market call-in program.

Watch the full episode here.

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