Market Intelligence

Much has been written over the past few years about the “death of value investing”. Whenever we hear “the death of anything”, we...

18 June, 2019

2018 was a year of choppy returns in the global markets, and especially so in emerging market (EM) equities. Although emerging market equities...

22 April, 2019

Baron Funds President, COO and Chairman, Linda Martinson wrote an interesting investor letter with her 2018 commentary, addressing the misconceptions investors have between...

20 March, 2019

“While short-term changes rarely mean much, often information can be gleaned by examining the underlying market dynamics during such periods. Specifically, the recent...

21 February, 2019

“A long December and there’s reason to believe, maybe this year will be better than the last” ~ A Long December, lyric from...

22 January, 2019

Early December headlines were scattered with news of the inversion of the yield curve. Under normal circumstances, the yield curve arcs upward because...

17 December, 2018

If you’re like us, the best thing about the midterm elections being over is the expectation that the political television ads and spam...

14 November, 2018

By Anthony Davidow, vice president, alternative beta and asset allocation strategist, Schwab Center for Financial Research (emphasis by Madison) Since the beginning of the bull market...

22 October, 2018
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