Large Caps have been dominant for the last decade but has the leadership cycle started to shift to Small Caps? Patrick Riley, CFA explains how current valuations are pointing to...
Insights
The equity and bond markets have shown to be highly correlated throughout 2022. David Siegel, CFA, Fixed Income Portfolio Manager, explains what has caused both asset classes to exhibit negative returns...
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....
Equity Market: Quarter in Review The Dow, Nasdaq, and Russell 2000 ended down for the third quarter. However, the S&P 500 did post a gain for the sixth straight quarter....
Our Fixed Income Portfolio Managers David Furfine and David Siegel enjoyed attending the 2021 Diocesan Fiscal Management Conference in Nashville, TN, supporting our clients and learning more about the unique...