Anthony Brooks, Portfolio Manager, discusses the strong third quarter spurred by optimism in Artificial Intelligence (AI) developments and a dovish Federal Reserve. The largest technology companies are set to increase spending and Wall Street i...

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, a...

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 m...

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 c...

Marc Davis, CFA, Co-Portfolio Manager, discusses the equity market rebound in May, as investors shrugged off trade/tariff tensions, higher rates, and a potentially difficult growth outlook. Given significant macro uncertainty, a market pause to...