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 […]
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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 – […]
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 […]
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 […]
JAG Fixed Income Thematic Insights: Q4 2024
December 2024 Summary Clients often ask us which corporate sectors, credit tiers, or tenors of the yield curve our team […]
