Fixed Income

Small Cap Quality Growth – Q1 Commentary

Small Cap Quality Growth – Q1 Commentary

Market Review  • The Russell 2000 Growth (R2G) lost -11.1% for the quarter. Uncertainty surrounding tariffs, persistent inflation, recession worries that accompany those items, as well as declining consumer confidence...
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Q1 2025 Review & Outlook

Q1 2025 Review & Outlook

Escalating uncertainty around trade policy and economic growth, amongst other factors, led to a risk-off environment throughout the 1st quarter.  The S&P 500 sold off -4.3%, retreating substantially after reaching all-time...
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Q4 2024 Review & Outlook

Q4 2024 Review & Outlook

The equity markets rallied post-election on the prospects of deregulation, corporate tax cuts, and increased infrastructure spending.  This optimism faded a bit in December as concerns about potential inflationary pressures...
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Q3 2024 Review & Outlook

Q3 2024 Review & Outlook

The 3rd quarter was a thrill seeker’s market as changing sentiment towards interest rates, the economy, and A.I. caused a roller coaster ride in the markets.  Investors with strong stomachs were...
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Q2 2024 Review & Outlook

Q2 2024 Review & Outlook

The 2nd quarter saw another strong equity market, but one that continued to show disparities between growth/value and large/small stocks.  The fixed income market was choppy while still trying to...
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Small Cap Leadership Cycle

Small Cap Leadership Cycle

Underlying factors are continuing to show signs of a change in leadership within the equity markets.  In his latest white paper titled “FROM GIANTS TO GEMS: ANTICIPATING THE SMALL CAP...
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Q1 2024 Review & Outlook

Q1 2024 Review & Outlook

Mega-caps drove the equity market in the 1st quarter, albeit with some signs of divergence, and bonds slightly reverted from the record-setting performance seen in the previous quarter.  David Siegel,...
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Q4 2023 Review & Outlook

Q4 2023 Review & Outlook

Amidst a dovish pivot from the Fed, both equity and bond markets surged in the 4th quarter.  The Sawgrass team recaps the historic quarter with some insight on the factors...
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