Sawgrass Market Musings
A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.
Sawgrass Market Musings
A Quarter of Twists and Turns
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Advisors Asset Management, Inc.
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Geopolitical shocks, AI skepticism, and shifting rate expectations pulled the S&P 500 lower in Q1, even as market leadership broadened beneath the surface. Portfolio Manager, Anthony Brooks, walks through a quarter that felt like an endless bedtime story - full of twists, false endings, and an ever-growing cast of macro surprises reshaping the market narrative.