CIO Magazine Interview
July 2020 — JAG top executives recent interview by CIO Magazine Markets Editor Larry Light for an article on “How to Cope with Today’s Faster Volatility“. Trying to triumph over rampant volatility is too often an exercise in futility. Right now, the standard gauge for stocks’ volatility is twice as high as the historical average. […]
JAG Capital Management/JAG Private Wealth Hires Gregory Lowhorn & Sheryl Dineen
(St. Louis & Chicago) JAG Capital Management (JAG) continues to grow with the addition of Gregory Lowhorn, Investment Associate, Business Development, and Sheryl Dineen, Marketing Manager. With the opening of a Chicago private wealth office in 2019, JAG continues to expand to meet client needs. Lowhorn will work out of the St. Louis headquarters office […]
COVID-19 Accelerates Disruption: HTZ Edition
The COVID-19 crisis has compressed years of technological disruption into the space of just a few months. Taken as a whole, it is likely that businesses and consumers will reap long-term benefits from the Mach-speed innovation we have seen in videoconferencing, tele-medicine, ecommerce, biotechnology, and streaming media since January. Unfortunately, the march forward comes at […]
1st Quarter 2020: Notes From Quarantine
The first quarter of 2020 will be remembered in decades to come as a time of significant and extremely compressed changes to the global economy, society, and the capital markets. Over the span of less than 30 days beginning in midFebruary, mitigation of the COVID-19 pandemic emerged as the sole focus of policymakers, business owners, […]
COVID-19, the Economy, and the Capital Markets
Timely Observations & Insights from JAG’s Portfolio Management Team
Important Notice: St. Louis Office Opening By Appointment Only
June 15, 2020 In response to the easing of restrictions related to the COVID-19 pandemic, we will be opening our St. Louis headquarters building at 9841 Clayton Road beginning Monday, 6/15/2020 by appointment only. Our team will continue to work and service our clients on a rotating schedule inside the office and remotely at home. […]
How Safe is the “Flight to Safety” Trade?
Coronavirus fears have driven an epic cascade of capital into risk-free assets like US Treasuries. 10-year Treasury yields have collapsed from 1.9% to less than .6% since the end of 2019. Meanwhile, investment-grade credit spreads have widened. The result? A truly extreme relationship between BAA-rated bond yields and Treasury yields. As of 3/9/2020, the […]
Coronavirus Correction Market Impact: A Historical Perspective
What has happened following big six-day drops in the S&P 500?
JAG Capital Review & Outlook
Looking Back at 2019, Setting the Table for 2020
Private Wealth Commentary: Q4 2019
Economic Outlook There is much media discussion and investor concern about what may be ahead in 2020 and beyond. Indeed, similar concerns came up at the beginning of 2019. It is not wise to manage investments based on emotions that the market is “due” for a correction, even while pundits foster this fear. Macro data […]