Sparrow Capital Management

06/03/2026

06/02/2026

Markets continue to shift quickly in response to geopolitical developments, evolving growth expectations, and changes in investor sentiment.

In recent interviews with Reuters, Bloomberg Markets, and Schwab Network, I shared perspectives on several themes we’re currently watching across markets, including:
• AI-driven infrastructure demand
• Defensive positioning during volatility
• The return to fundamentals
• Opportunities in select growth companies

Take a look at the recap of those recent conversations and market views:



For fund disclosures, please click here: https://www.sparrowcapital.com/

05/29/2026

Volatility isn’t always negative – it can create opportunity.

In a recent appearance on the Schwab Network, CIO Gerry Sparrow shared his perspective on navigating today’s market environment.

He noted that short-term pullbacks driven by headlines may offer opportunities to add to positions in companies you believe in, while also highlighting continued strength across key areas of the market.

Watch the full interview: https://schwabnetwork.com/video/gerald-sparrow-buying-the-dip-amid-middle-east-volatility-with-jpm-googl-avgo-tsla



For fund disclosures, please click here: https://www.sparrowcapital.com/

05/29/2026

Recent survey data suggests many households are feeling increased financial pressure.

About 55% of Americans say their financial situation is getting worse, reflecting a steady rise in concern over the past several years.

Affordability remains a key factor, with higher costs across essentials like housing, healthcare, and everyday expenses continuing to shape how people experience their finances.

At the same time, concerns extend beyond the short term. Many individuals report increased anxiety around long-term goals, including saving for retirement and managing future expenses.

While experiences can vary widely, these trends highlight how broader economic conditions can influence both day-to-day budgeting and longer-term financial outlooks.


Source:

The impact of higher energy prices and fears about covering monthly bill is taking a toll on public sentiment, a new Gallup poll finds.

05/22/2026

Recent conversations with Reuters, Bloomberg, and Schwab Network focused on several themes we continue to watch closely across markets:
• AI infrastructure demand
• Utilities and defensive positioning
• Volatility and long-term opportunity
• Fundamentals and ex*****on

For fund disclosures, please click here: https://www.sparrowcapital.com/