Financial Market Insights | JAG Capital Management

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 […]

April 2025 If you’re feeling a bit overwhelmed by the tsunami of news so far in 2025 – rest assured, […]

March 2025 – Context on Credit Spreads: Should Investors be Concerned? Summary Our clients routinely ask us to comment on […]

Back to Back Bulls The S&P 500 rose to an all-time high in the fourth quarter and extended 2024’s gains […]

December 2024 How to Invest in Concentrated Markets In our previous Insights pieces, we’ve explored key market themes, including the […]

December 2024 Summary Clients often ask us which corporate sectors, credit tiers, or tenors of the yield curve our team […]

Closing the Gap Stocks continued to advance in the third quarter, albeit with more volatility than experienced during the first […]

September 2024 Summary We have extensively covered Gen AI developments in our previous Insights pieces and Q2 earnings season commentary […]

The Concentration Conundrum Enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher last quarter, as the S&P […]

June 2024 Summary “Creative destruction” is a feature of capitalism and the modern global economy. The forces of innovation push […]

Reflecting on 25 Years March 8th marked the 25th anniversary of my first day at JAG. In early 1999, my […]

April 2024 Summary Esteemed investor Howard Marks once said, “We may never know where we’re going, but we sure out […]