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Growth Equity
Custom Portfolios
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3rd Quarter 2025: Markets, Machines, and Megawatts
Markets, Machines, and Megawatts Markets entered the third quarter with strong momentum from the spring rebound and never looked back. The S&P 500 climbed...
JAG Growth Equity Thematic Insights: Q3 2025
September 2025 Investing in Transformation That Matters Staying Disciplined Amidst a Boom As we move through the end of the third quarter of 2025, the fierce...
JAG Fixed Income Thematic Insights: Q3 2025
September 2025 - Beyond the Yield: A Risk-Based Case for Bonds Summary JAG has maintained a constructive bond market outlook for several years, enduring bouts...
