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...

Liridon Gila, CFA, Portfolio Manager, discusses the causes of April's significant market volatility including heightened uncertainty, tariff turbulence, policy shifts and a tech-led rebound.

Anthony Brooks, Portfolio Manager, discusses recent equity market volatility given the anticipated wide-reaching effects of President Trump's "tariff tantrum," and details several positive factors that may be supportive of equities over the lon...