The 1st quarter saw solid returns across many assets classes but not without a flurry of developments along the way and elevated volatility under the surface. The Sawgrass team recaps...
Equity
The 4th quarter capped off one of the most tumultuous years of market performance in history. The Sawgrass team recaps the quarter and what may be expected heading into 2023....
The recent spike in interest rates has had an impact across many areas, no more so than the effect it has had on the technology sector. Liridon Gila, CFA, explains...
The long-standing theory has been that high reward compensates for high risk. However, as the path of markets are never linear and include periods of volatility, low-beta stocks can tend...
The recent uptick in front-end interest rates has presented opportunities in the short-term fixed income space. In the paper “Could Cash Be King Again?”, David Siegel, CFA, explains what has transpired...
The opinions expressed herein are subject to change. Please contact us for further details at 904-493-5500.
David Siegel and Liridon Gila, Fixed Income Portfolio Managers at Sawgrass, took some time to discuss what is causing the latest rise in interest rates. With a focus on the...
Liridon Gila, Fixed Income Portfolio Manager, joins Gary Miller of Sawgrass to discuss the 4th quarter developments within the bond markets and provide an update on their 2022 outlook The...
Please join our Fixed Income Portfolio Managers David Siegel and Liridon Gila for a discussion on the inflation narrative in the U.S., and the potential impact to the shape of...
Please join our colleagues Brian Monroe and Rusty Creighton, CFA, for a discussion around our Large Cap Value Equity strategy's alpha thesis. The opinions expressed herein are subject to change....