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Sawgrass Market Musings

Sawgrass Market Musings

Auteur(s): Advisors Asset Management Inc.
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À propos de cet audio

A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.

© 2025 Sawgrass Market Musings Finances personnelles Économie
Épisodes
  • Will Summer Momentum Last in Q4?

    Will Summer Momentum Last in Q4?
    Sep 11 2025

    Marc Davis, CFA, Co-Portfolio Manager, discusses the continued ascent of equity markets and stocks' resiliency despite signs of a weaking job market. This slowdown has shifted the interest rate outlook toward multiple potential cuts. However, although short-term rates are expected to decline, will longer-term rates follow suit?
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    4 min
  • A Peaceful Ascent

    A Peaceful Ascent
    Aug 14 2025

    Anthony Brooks, Portfolio Manager, shares insights on what's been driving positive investor sentiment as the S&P 500 hit new highs in July. And he discusses how investors' response to corporate earnings, economic progress, and seasonality may shape whether this moment can continue.
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    4 min
  • Strong Start to Summer

    Strong Start to Summer
    Jul 9 2025

    Liridon Gila, CFA, Portfolio Manager, discusses US equities' V-shaped recovery from April's lows - driven largely by AI momentum, trade relief, and resilient earnings. Looking to the second half of the year, Sawgrass expects market breadth to continue improving, in response to the Federal Reserve likely keeping rates higher for longer than the market expects due to tariff and policy uncertainty, and extreme relative valuations between mega-cap stocks and the rest of the market.
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    3 min
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