3rd Quarter 2025: Markets, Machines, and Megawatts
Markets, Machines, and Megawatts Markets entered the third quarter with strong momentum from the spring rebound and never looked back. […]
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 Growth Equity Thematic Insights: Q3 2025
September 2025 Investing in Transformation That Matters Staying Disciplined Amidst a Boom As we move through the end of the […]
JAG Fixed Income Thematic Insights: Q3 2025
September 2025 – Beyond the Yield: A Risk-Based Case for Bonds Summary JAG has maintained a constructive bond market outlook […]
2nd Quarter 2025: From Shock to Strength
From Shock to Strength Last quarter was nothing if not exciting. April opened with what market historians may someday call […]
A St. Louis-Based Firm With a Nationally Recognized Investment Strategy
JAG’s Large Cap Growth strategy named a PSN Bull & Bear Masters top 10 performer (3-year period ending 3/31/25) At […]
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 […]
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 […]
