Sawgrass Market Musings Podcast Por Advisors Asset Management Inc. arte de portada

Sawgrass Market Musings

Sawgrass Market Musings

De: Advisors Asset Management Inc.
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A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.

© 2025 Sawgrass Market Musings Economía Finanzas Personales
Episodios
  • 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 m
  • Is the May Rally Here to Stay?

    Is the May Rally Here to Stay?
    Jun 12 2025

    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 consolidate these sharp gains wouldn't be surprising.
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    3 m
  • Tariff Turbulence

    Tariff Turbulence
    May 8 2025

    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.
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    3 m
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