Fixed Income

Q2 2025 Review & Outlook

Q2 2025 Review & Outlook

Trade policy disruptions and Fed policy responses created a backdrop of sharp volatility followed by a swift and powerful market rebound in Q2.  Surging interest in tech and AI along...
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Lunch & Learn presentation

Lunch & Learn presentation

The Sawgrass Investment Team hosted a Lunch & Learn Session at the June 2025 Florida Public Pension Trustee Association (FPPTA) Conference in Orlando. The team shared their perspectives on “Trade...
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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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