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  • Sub Advisor Insights June 2014

    William Gross, CEO and Chief Investment Officer, PIMCO “The New Neutral is simply the ‘biggest, most critical, most significant, most important’ element in asset pricing today. To PIMCO, this means that asset returns will be low, but less volatile than in prior periods. P/E ratios …

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  • Second Quarter Market Review – 2014

    The year’s second quarter was full of surprises for investors, not all of them bad, as nearly all major asset classes gained over the three months ending June 30 and year-to-date.  In fact, many equity markets around the world reached new highs, thanks to an …

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  • Sub Advisor Insights May 2014

    Managers of the Tweedy, Browne Global Value Fund “We are frequently asked what we believe gives us an edge in investing over other very able market participants, and, invariably, our answer is time, patience, and the willingness to look further out on the investment horizon …

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  • “The New Geography of Investing”

    Does it matter where in the world a company generates its revenue? Can investors participate in global growth by owning only shares of US-based companies? What are the benefits and risks of international investing? We recently had the opportunity to hear from David Polak, global …

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  • Madison’s Ed Kuresman Helps Lead Panel Discussion at Cohen & Steers Conference

    Ed Kuresman, Madison Principal & Portfolio Manager, recently addressed fellow investment advisors as a member of a panel discussion held at the Cohen & Steers Real Assets Institute in New York City. The topic of discussion was Selecting Real Assets to Achieve Client Goals. Ed …

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