Monthly Archives: September 2024

MWG Focus: September Volatility

September’s Volatilty

We believe it’s a buying opportunity

Written by CEO & CIO, Bruce Murray, CFA.

September started off as a very volatile month. Markets closed lower every day in the first week of the month, with the S&P 500 displaying its worst first week of September performance since 1953, only to bounce back (surging 4%) and recover almost all of its lost ground for its best weekly performance of the year the following week. Read

August Portfolio Update | 2024

Thoughts on the Market: August Edition

Written by Head of Research, Jamie Murray, CFA

It’s All Fun and Games Until Someone Loses AI

The technology sector has lagged the broader market since early July. Investors are questioning the level of capital investment needed to build out AI networks and the ultimate return on investment that will be achieved because of this heightened spending phase. Capital spending is projected to increase through 2025, as new AI computing hardware arrives, and along with it, the hope of ushering in a wave of AI breakthroughs.

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