JAG Team Insights: Assessing High Gas Prices and Shortage Risks
May 24, 2022 — Summary A confluence of factors including the recovery of demand, capacity reductions, lower China exports, and […]
Insights & Commentary
Our active research approach is designed to develop investment insights that diverge from consensus. View our latest financial market insights, commentaries, and more.
1st Quarter 2022: Stormy Weather
Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and […]
JAG Team Insights: Sentiment Index
March 18, 2022 — Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in […]
JAG Team Insights: Energy Market
March 8, 2022 — Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, […]
4th Quarter 2021: Retrospectives and Perspectives for The New Year
Firm Highlights Welcome George & Adam! George Margvelashvili, CFA® joined JAG as an Equity Research Analyst focusing on companies within […]
JAG Capital Management Awarded Top Guns Designation by Informa Financial Intelligence
St. Louis, MO — December 2021— JAG Capital Management (JAG) was awarded a PSN Top Guns distinction by Informa Financial […]
JAG Team Insights: Why We Stay Positive on Semiconductor Industry Fundamentals
January 6, 2022 — Global semiconductor sales continue to trend upward, growing close to +24% year over year in November […]
JAG Team Insights: BNPL – Not your Grandparents’ Installment Plan
December 13, 2021 — Throughout the years the financial world has used a variety of acronyms and confusing words to […]
JAG Welcomes Senior Vice President Kate Hurt & Equity Research Analyst George Margvelashvili
(St. Louis & Chicago) — JAG Capital Management (JAG) continues to grow to meet client needs with the addition of […]
3rd Quarter 2021: Ch-ch-ch-changes
Firm Highlights Welcome Kate! Kate Hurt has joined JAG as Senior Vice President of Operations. Kate will work closely with […]
JAG Team Insights: Health Care Infrastructure – Opportunities Abound!
October 5, 2021 — The COVID-19 pandemic exposed major flaws in the public health infrastructure in the US and worldwide. […]
2nd Quarter 2021: Celebration(ish) Economy
Firm Highlights Five interns are working for JAG this summer on various projects. They hail from Washington University, Southern Methodist […]
