Financial Market Insights | JAG Capital Management

JAG Team Insights — Putting Recent Tech Layoffs into Context

December 27, 2023 Almost every day we have been hearing the news of tech layoffs, most recently Alphabet (Google) and […]

Bonds are Back! As we highlighted last quarter, we believe the interest rate increases and inflation fears of 2022 have […]

December 15, 2022 The US and much of the world is engaged in a multi-decade effort to replace fossil fuels […]

November 2022 Capital markets have been put through the wringer this year, resulting in many fixed income portfolios failing to […]

Looking Beyond the Risks “When you see only problems, you’re not seeing clearly.” – Phil Knight, Shoe Dog: A Memoir […]

August 22, 2022 The Inflation Reduction Act has major implications for many investment sectors, including Health Care. This Insight focuses […]

Firm Highlights JAG Achieves Third Party Veteran Owned® Business Certification JAG is proud to announce that we have achieved third […]

June 24, 2022 Reliable, affordable electrical power is a key requirement for US businesses to compete effectively in a global […]

May 24, 2022 — Summary A confluence of factors including the recovery of demand, capacity reductions, lower China exports, and […]

Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and […]

March 18, 2022 — Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in […]

March 8, 2022 — Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, […]