Written by Brendan Ryan, CFA

Partner, Portfolio Manager

VIDEO: Short-term reaction or a longer-term trend change?

July 23, 2024 | VIDEOS

Over the last decade, the largest tech companies have consistently and significantly outperformed the rest of the market. Last week, seemingly catalyzed by the July 8th CPI report, we saw a complete unwind of the trade that’s been going on for years. Is this is a short-term reaction or a long-term trend change?

Go a little deeper on this in this 5-minute video with Portfolio Manager Brendan Ryan.

 

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Disclosure: The charts and info-graphics contained in this blog are typically based on data obtained from third parties and are believed to be accurate. The commentary included is the opinion of the author and subject to change at any time. Any reference to specific securities or investments are for illustrative purposes only and are not intended as investment advice nor are a recommendation to take any action. Individual securities mentioned may be held in client accounts.

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