Access to Alpha

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 is rushing to jump on board the "AI goldrush." Historically, markets tend to do well in the fourth quarter, however stubborn inflation and mixed monetary policy signals could awaken some volatility.

On this episode, Jack White, Senior Portfolio Manager and Partner at Todd Asset Management provides some macro market thoughts on why international and value investing makes sense today. 

John Gomez, President, Brentview Investment Management recaps the shifting dividend landscape and where he sees opportunity in today’s markets. 

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?

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.

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.

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.

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 longer-term.

Anthony Brooks, Portfolio Manager, discusses February's difficult equity markets given today's tariff talk, economic conditions, and political drama. Investors focused on the plight of the consumer and drop in confidence, along with elevated earnings expectations that may lead to an increase in volatility during any move higher.