JAG Growth Equity Thematic Insights: Q2 2025
June 2025 Investing in Transformation That Matters Beyond the Headlines, the AI Revolution Continues Although tariff policy, government spending, and […]
Insights & Commentary
Our active research approach is designed to develop investment insights that diverge from consensus. View our latest financial market insights, commentaries, and more.
JAG Fixed Income Thematic Insights: Q2 2025
June 2025 – Treasury Market Primer: Back to Textbook Basics? Summary As we enter the final weeks of Q2 – […]
1st Quarter 2025: Tariff Tantrum Turbulence
Tariff Tantrum Turbulence As usual, we completed a rough draft of this commentary a week or so prior to the […]
JAG Growth Equity Thematic Insights: Q1 2025
April 2025 If you’re feeling a bit overwhelmed by the tsunami of news so far in 2025 – rest assured, […]
JAG Fixed Income Thematic Insights: Q1 2025
March 2025 – Context on Credit Spreads: Should Investors be Concerned? Summary Our clients routinely ask us to comment on […]
4th Quarter 2024: Back to Back Bulls
Back to Back Bulls The S&P 500 rose to an all-time high in the fourth quarter and extended 2024’s gains […]
JAG Growth Equity Thematic Insights: Q4 2024
December 2024 How to Invest in Concentrated Markets In our previous Insights pieces, we’ve explored key market themes, including the […]
JAG Fixed Income Thematic Insights: Q4 2024
December 2024 Summary Clients often ask us which corporate sectors, credit tiers, or tenors of the yield curve our team […]
3rd Quarter 2024: Closing the Gap
Closing the Gap Stocks continued to advance in the third quarter, albeit with more volatility than experienced during the first […]
JAG Growth Equity Thematic Insights: Q3 2024
September 2024 Summary We have extensively covered Gen AI developments in our previous Insights pieces and Q2 earnings season commentary […]
2nd Quarter 2024: The Concentration Conundrum
The Concentration Conundrum Enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher last quarter, as the S&P […]
JAG Growth Equity Thematic Insights: Q2 2024
June 2024 Summary “Creative destruction” is a feature of capitalism and the modern global economy. The forces of innovation push […]
