Market Insights - JAG Capital Management

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 […]

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 […]

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

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

Category: Market Insights