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 […]
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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 […]
JAG Growth Equity Thematic Insights: Q3 2024
September 2024 Summary We have extensively covered Gen AI developments in our previous Insights pieces and Q2 earnings season commentary […]
JAG Growth Equity Thematic Insights: Q2 2024
June 2024 Summary “Creative destruction” is a feature of capitalism and the modern global economy. The forces of innovation push […]
JAG Team Insights — Q1 2024: Thematic Insights
April 2024 Summary Esteemed investor Howard Marks once said, “We may never know where we’re going, but we sure out […]
JAG Team Insights — Getting (Re) Familiar with Discount Bonds
November 15, 2023 Summary Rising interest rates have led to steep price declines in bond markets. Some bonds trade at […]
