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 […]
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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 […]
JAG Team Insights — Fixing Your Fixed Income Allocation: Back to Basics
September 30, 2023 Capital markets have been put through the wringer since the Fed started their rake hike cycle, resulting […]
JAG Team Insights — Obesity Drug Craze Approaching Critical Milestone
June 2023 In recent years, a class of drugs known as GLP-1 agonists have experienced an unprecedented rise in popularity […]
JAG Team Insights — The AI Revolution: Key Takeaways from Quarterly Earnings Calls
June 2023 As we discussed in our Inaugural piece on AI, we believe the recent acceleration of Artificial Intelligence (AI) […]
