Market Intelligence

American Funds Global Equity Portfolio Manager Viewpoints (Emphasis by Madison)   Brady L. Enright, Portfolio Manager, Capital Group While we have always found compelling investment opportunities outside of the United States, I think we have been finding more of them recently for two reasons: 1) there are some...

PIMCO, a sub-advisor we admire for their insightful and deep research capabilities, published a series of charts demonstrating why bonds can play an important role in a diversified portfolio.  With central banks keeping interest rates low and the prospect of low future returns if rates...

Mortgage Rates Mortgage rates tend to follow the path of the 10-Year Treasury bond.  And, over the course of 2017, the 10-Year US Treasury rate has fallen to fresh lows.  Shortly after the 2016 presidential election, interest rates surged on the hopes of a pro-growth agenda...

Ron Baron, founder of the Baron Funds, recently shared some interesting thoughts on why it’s important to take the long-view when investing, and why it’s important to pay more for quality businesses, even if it comes at the expense of profits in the short-term as you...

International Equities: Poised to Climb? By: Oppenheimer Funds “Weaker international currencies such as the euro and pound may provide a boost to companies by increasing the price competitiveness of their goods and services abroad. Earnings revisions have been trending positive in Europe, in part due to improve­ments...

At Madison, we believe in creating globally diversified portfolios for our clients.  We do this for several reasons, namely to increase the opportunity set of possible returns for investors.  Although returns are important, what’s less talked about in the diversification discussion, but just as important,...

At Madison, our Investment Committee devotes a great deal of energy visiting with and tracking some of the great minds in today’s investment world.  This disciplined effort keeps us abreast of current thinking and varying perspectives of some of the foremost thinkers in the money...

The Wit and Wisdom of Warren Buffett: Insights from the Berkshire Hathaway Annual Shareholder Letter Buffett on buying companies and stocks when they present a compelling investment opportunity… “Some years, the gains in underlying earning power we achieve will be minor; very occasionally, the cash register will...