Author: Madison

Baron Funds President, COO and Chairman, Linda Martinson wrote an interesting investor letter with her 2018 commentary, addressing the misconceptions investors have between interest rates (particularly rising interest rates), and their effect on stock prices. Below are excerpts we think should be highlighted given the...

“While short-term changes rarely mean much, often information can be gleaned by examining the underlying market dynamics during such periods. Specifically, the recent pullback has corresponded with a sharp increase in investor fear and uncertainty. As a result, investors have flocked to so-called low volatility...

“A long December and there’s reason to believe, maybe this year will be better than the last” ~ A Long December, lyric from the band Counting Crows What a difference a year makes. If 2017 was the year where everything in the market worked, 2018 was...

After several years of strong market growth, global equities came under pressure in the fourth quarter due to a host of factors. Equity markets found reasons to worry, as markets struggled with elevated trade tensions surrounding US-China tariffs and their associated economic impact. Fears of...