Financial Market Insights | JAG Capital Management

2nd Quarter 2023: The Return of Guarded Optimism

Market Overview Last quarter began with markets still in the throes of the regional bank crisis following the March failures […]

June 2023 In recent years, a class of drugs known as GLP-1 agonists have experienced an unprecedented rise in popularity […]

June 2023 As we discussed in our Inaugural piece on AI, we believe the recent acceleration of Artificial Intelligence (AI) […]

Markets Show Resilience to Start 2023! The S&P 500 kicked off 2023 with a first quarter total return of 7.5%. […]

April 4, 2023 Over the past several months, Artificial Intelligence (AI) has leaped from the realm of science fiction into […]

March 9, 2023 Grid reliability is becoming increasingly important as our energy needs and dependence continue to grow. The COVID-19 […]

February 17, 2023 Raising the debt ceiling is a regular feature of the US political and financial landscape. Since June […]

July 31, 2023 Capital markets were put through the wringer in 2022, resulting in many fixed income portfolios failing to […]

January 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 […]

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