Recent News
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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.