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...
Insights
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,...
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...
It is important to properly analyze the role of risk when conducting performance analysis. In this presentation, Portfolio Manager Anthony Brooks explains how using Alpha as a measurement tool to...
Coming off a hot summer, the markets began to cool as we entered the Fall season. With reignited fears of inflation and rising interest rates, the 3rd quarter saw sell-offs...
The opportunities in Fixed Income are more abundant than they have been in over a decade. Portfolio Manager David Siegel, CFA, gives his thoughts on why we believe investment grade...
The Sawgrass Investment Team hosted a Lunch & Learn Session at the June 2023 Florida Public Pension Trustee Association (FPPTA) Conference in Orlando. The team shared their current market perspectives...
The 2nd quarter saw a top-heavy equity market rally driven by large-cap tech names, and a bond market that returned to its hawkish ways. The Sawgrass team recaps the quarter...
Liridon Gila, CFA, Co-CIO of Sawgrass Asset Management, LLC, recently sat down with EisnerAmper and offered his outlook for investing in growth equity and fixed-income markets. He touches on the...
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...