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Should Retirees Pay Off Their Mortgage or Invest the Money?

February 24, 2021

The Wall Street Journal outlines four steps you can take when answering this question in today’s low-rate environment. As mentioned in the article, Andrew Graham, CFA is generally in favor of keeping a mortgage of up to the tax-deductibility limit of $750,000. But, there are exceptions.

Who Will Pay Dividends This Year?

February 24, 2021

Dividend increases are expected from US companies whose earnings have been far more resilient than firms in the Eurozone and UK economies during the pandemic. Companies in the consumer staples, financials, energy, and technology sectors are most likely contenders.

Andrew Graham On Tech Sector Opportunities

February 19, 2021

Rising bond yields put downward pressure on earnings multiples across the board, and create risk for lower re-rating in richly valued software and technology companies. There are, however pockets of opportunity, including Verisign and GoDaddy.

discussion of bond-like equities on TD Ameritrade

Can Stocks Keep Rising Or Is A Correction Imminent?

February 17, 2021

Eight market experts predict the likelihood of a correction and identify sectors and stocks likely to be hurt in the downturn, and contrarily, which sectors would be buoyed further by a continued rally.

Financial reminder few athletes are Tom Brady

February 8, 2021

Investment and career dynamics for NFL players call for tailored investment strategies. Unlike other high-income earners, most professional NFL players’ earnings are concentrated within a short window of time. This makes income planning critical, and also informs investment selection.  Time constraints, unique income tax implications and the speed at which earnings can accumulate all factor into the financial fitness of these top tier athletes.

M&A Activity in 2021

February 5, 2021

With rates low, companies will look to mergers as business catalysts. Financials are an obvious beneficiary and attractive on their own, although we’ve identified three potential acquisition targets in this space. In addition, keep an eye on health care and biotech sectors, especially companies on the brink of producing promising phase three data for headlines drugs.

The Impact of Further Stimulus Spending

January 19, 2021

The incoming Biden administration and Democratcontrolled Senate increases fiscal spending expectations, and adds conviction to our call for higher bond yields and curve steepening.  As a result, we maintain our cyclical/value equity bias with an eye on deep-cyclicals. We share two of these names with Nicole Petallides.

discussion of bond-like equities on TD Ameritrade

Searching for growth stocks in 2021

December 14, 2020

There have been multiple short-lived rotations into value since 2009. None have lasted long, and it may be tempting to think the current rotation won’t have staying power either. Writing for US News, Andrew covers the events that contributed to eleven years of cyclical/value sector underperformance and makes the case why this time may be different.  He also identifies three value stocks at fundamental inflection points

Andrew Graham on The Claman Countdown 

November 24, 2020

Speaking with Liz Claman on Fox Business News, Andrew shares two value sector stocks and one growth stock with incredible upside potential. The two also briefly discuss Biden’s Treasury Secretary nominee, Janet Yellen.

Link coming soon.

What investors can expect once election 2020 is over

November 3, 2020

A Democrat ‘trifecta’ would probably lead to large-scale fiscal spending and rising bond yields, benefiting the financial sector.  If Trump wins reelection, the GOP maintains its majority in the Senate and the House remains under Democratic control, investors are likely to forget about the prospect of higher tax rates and more business regulations, leading to immediate upside. However, overall markets prefer divided government.

Stocks that’ll gain off the iPhone 12

October 16, 2020

Andrew identifies Apple suppliers that could benefit the most from sales of the newly released 5G iPhone. He also cautions Reuters’ Fred Katayama on a group of stocks to avoid.

turbulence in U.S. stocks expected as some states prepare to reopen their economies

What’s the fallout from the Biden tax plan?

October 5, 2020

Biden tax plan to have negative implications for US businesses, especially those with foreign subsidiaries. Higher corporate tax rates would be a slight headwind for S&P 500 earnings. The outlook for individuals and families is more complicated, and we provide an overview of potential changes and actions to deal with implications.

Examining Recent Market Activity

September 24, 2020

We see 3600 as a possible year-end target for the S&P 500, with current pullback as a buying opportunity. FDX, TMO RNG are stocks to watch.

discussion of bond-like equities on TD Ameritrade

Where Investors can find value stocks

September 7, 2020

As economic data and vaccine optimism improve, expectations for tech companies are likely to rise and we are more likely to see tech names start to fall short of (already outsized) expectations. This domino effect could spur a rotation out of tech and into value cyclicals.

Massive Runway Left for Ring Central Stock

August 18, 2020

Andrew addresses how we add positions to accounts, and details two current favorites: RNG and VRNS.

discussion of bond-like equities on TD Ameritrade

Bloomberg Daybreak Australia: Some US Indicators Are Stalling

July 27, 2020

Speaking with Haidi Stroud-Watts, Andrew discusses the risk posed by US/China headlines and the current market impact of COVID-19.

discussion of oil prices and US Energy on Bloomberg Daybreak

Andrew Graham on Bloomberg Radio

July 26, 2020

Speaking with Doug Krizner and Paul Allen, Andrew discusses why US data momentum is the biggest driver for US equities, why the tech runup isn’t a bubble, and how gold fits into the current economic picture.

discussion of oil prices and US Energy on Bloomberg Daybreak

Top Upside and Market Risks This Election Year

July 24, 2020

The fallout from COVID combined with increased anxiety around the upcoming election has retail investors hoarding cash and steering clear of the markets, in what’s considered a bullish contrarian signal. Apart from the election, Andrew discusses a few possibilities and their potential impact on markets.

Markets are mispricing COVID-19 risk and November election risk

July 17, 2020

Andrew discusses the equity risk premium and why equities are inexpensive relative to bonds. And why recent strength in cyclical/value sectors is unlikely to lead to rotation out of growth.

discussion of bond-like equities on TD Ameritrade

A Pharma Pick With Catalysts

June 24, 2020

Tech names clearly benefit from COVID-19 disruption, specifically in a more rapid adoption of cloud computing.  But in this segment we focus on Eli Lilly (LLY), our cleanest growth story in Pharma with a strong product pipeline and catalysts ahead.

discussion of bond-like equities on TD Ameritrade

In Stock Market Versus Sentiment, It’s All About Money Supply

June 8, 2020

The recent rally in equity markets has occurred despite weak overall economic activity and still bearish investor sentiment.  The key factor is the rapid growth in money supply, which has created an unprecedented global liquidity boom to support markets in the face of extraordinary hurdles.

Fed has structurally altered liquidity environment for the forseeable future

May 21, 2020

Low bond yields drive equity market and our move to ‘sustainable dividend yield’ names. We expect short term consolidation followed by higher levels in the SPX H1 2021 and economic recovery to 2019 levels by late 2021.

discussion of bond-like equities on TD Ameritrade

Build Holdings in Defensive and Cyclical Industries

May 18, 2020

Find out which stocks are great options that can help you with steady dividends

Bloomberg Daybreak Australia: Oil Gains on OPEC Cuts

May 15, 2020

Speaking with Haidi Stroud-Watts on Bloomberg Daybreak Australia, Andrew discusses the outlook for oil prices and the potential for attractive investments in US Energy.

discussion of oil prices and US Energy on Bloomberg Daybreak

Investors prepare for more U.S. stock swings as states reopen

May 15, 2020

Investors are bracing for more turbulence in U.S. stocks, as some states prepare to reopen their economies and global trade tensions rise. Andrew mentions JSC’s focus on stocks he believes can maintain high dividend yields, especially within the pharmaceutical industry.

turbulence in U.S. stocks expected as some states prepare to reopen their economies

Andrew Graham’s Guidelines for Cyclical & Sector Rotation

April 28, 2020

Lower for longer bond yields make bond-like equities an eventual substitute for frustrated income investors.  Companies with sustainable dividend yields fit the bill. Andrew mentions a few names in particular while speaking on TD Ameritrade Network.

discussion of bond-like equities on TD Ameritrade

How Stop-Loss Limits Help Active Investors

April 10, 2020

A strategy involving a loss limit rule may position you to maximize gains, limit more severe drawdowns during a bear market and drive tax-efficient investment returns.

Andrew Graham on the Closing Bell

March 25, 2020

Speaking on Fox Business News, Andrew shares some of JSC’s favorite software names and thoughts on Congress’ stimulus relief bill.

software names and stimulus discussion on Fox Business News

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Jackson Square Capital is an SEC Registered Investment Advisory firm, founded in March 2019 when Andrew Graham and his team left J.P. Morgan in order to create a firm tailored to the High Net Worth Clients they’ve served for more than 35 years.

The San Francisco, California based firm offers investment management and wealth advisory services through a highly-personalized, client centric model designed to help clients achieve their individual financial goals.