Legendary Investor, Howard Marks, on the Coronavirus
Howard Marks, legendary investor and founder of Oaktree Capital ($125 billion under management as of 12/31/2019), is someone we admire and follow closely...
19 March, 2020
Market Intelligence
IMPORTANT CORONAVIRUS & MARKET UPDATE
Dear Friends, This has been a challenging week in the financial markets with much of it attributable to concerns over the COVID-19 Coronavirus outbreak...
13 March, 2020
Coronavirus: Short & Long-Term Impacts
Madison is closely monitoring the coronavirus outbreak, and our hearts go out to those affected. From an investment perspective, our opinion of the likely outcome depends...
18 February, 2020
A Year in Review and a Glimpse Forward
It’s been widely reported that 2019 was a great year for financial markets. By all accounts, even a simplistic portfolio of 60% stocks (of the...
21 January, 2020
Does Progress Depend on Being Unreasonable?
Legendary investor, Benjamin Graham (1894-1976) is widely considered the father of two fundamental investment disciplines: security analysis and value investing. In his 1974...
16 December, 2019
Red, Blue and You
Americans will soon be bracing for a barrage of political signs, commercials, and mailers as the 2020 presidential race approaches. A common question...
18 November, 2019
The Dynamic Between Growth and Value Stocks
A question we’ve gotten a lot over the past few years has centered on the dynamic between growth-oriented investments, and their subsequent multi-year...
22 October, 2019
International Stocks: A Must Have for Building Robust Portfolios
Gerald Du Manoir is an equity portfolio manager with 29 years of investment experience, 28 with Capital Group. Earlier in his career at Capital,...
17 September, 2019
Inflation Expectations
Blackrock, one of the world’s largest investment firms managing over $6 trillion in assets on behalf of investors around the globe, released commentary...
22 July, 2019
The Death of Value, Not So Fast!
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