Financial Market Insights | JAG Capital Management

3rd Quarter 2023: Rising Rates Create Opportunities…And Risks

Market Overview Stocks had a strong start to the third quarter before pulling back in August and September. Overall, the […]

Market Overview Last quarter began with markets still in the throes of the regional bank crisis following the March failures […]

June 2023 In recent years, a class of drugs known as GLP-1 agonists have experienced an unprecedented rise in popularity […]

June 2023 As we discussed in our Inaugural piece on AI, we believe the recent acceleration of Artificial Intelligence (AI) […]

Markets Show Resilience to Start 2023! The S&P 500 kicked off 2023 with a first quarter total return of 7.5%. […]

April 4, 2023 Over the past several months, Artificial Intelligence (AI) has leaped from the realm of science fiction into […]

February 17, 2023 Raising the debt ceiling is a regular feature of the US political and financial landscape. Since June […]

January 27, 2023 Almost every day we have been hearing the news of tech layoffs, most recently Alphabet (Google) and […]

Bonds are Back! As we highlighted last quarter, we believe the interest rate increases and inflation fears of 2022 have […]

December 15, 2022 The US and much of the world is engaged in a multi-decade effort to replace fossil fuels […]

Looking Beyond the Risks “When you see only problems, you’re not seeing clearly.” – Phil Knight, Shoe Dog: A Memoir […]

August 22, 2022 The Inflation Reduction Act has major implications for many investment sectors, including Health Care. This Insight focuses […]