The Monthly Mosaic | November 2023
Patrick Ryan, head of Madison Multi-Asset Solutions, looks at what opportunities the last month has presented investors as we have seen the equity markets rally and fixed income markets embrace the Fed's higher for longer mantra.
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Portfolio Manager Q&A - Tom Tibbles
Tom Tibbles, Head of International Equity, provides insights into the performance of international markets in 2023. He discusses factors influencing their relative strength compared to U.S. markets, strategies for navigating geopolitical risks, and potential opportunities.
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Quarterly Mosaic Update | 3Q 2023
Madison's Multi-Asset Solutions team reviewed the third quarter and dive into what we could expect leading up to the year's end.
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Portfolio Manager Q&A - Joe Maginot
Madison Large Cap portfolio manager, Joe Maginot, shares how he and the rest of the U.S. Equity team views current market conditions, the impact of AI on their decision making, and where they are seeing opportunity and challenges across the stock market.
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Portfolio Manager Q&A - Bill Ford
With interest rates remaining high, and the Fed committed to reaching their inflation goal, Bill Ford, Portfolio Manager and Credit Analyst on the Reinhart Fixed Income team, shares his view on the current state of the bond market. Bill dives into where he is finding opportunities, and when he thinks interest rate hikes will start stressing corporate balance sheets.
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The Monthly Mosaic | August 2023
Patrick Ryan, head of Madison Multi-Asset Solutions, examines the current state of the economy and dives into the repricing we saw in equity markets during August. Hear where he and the rest of our Multi-Asset team are finding opportunities in international markets across portfolios.
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Quarterly Mosaic Update | 2Q 2023
Madison's Multi-Asset Solutions team review the first quarter and look at what the future could hold for markets.
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2023 Mid-Year Fixed Income Outlook
After a challenging 2022, where rapidly rising interest rates depressed the value of bond portfolios, investors have found themselves on much firmer ground at the start of this year. Bond yields have returned to levels not seen in over a decade, providing a potential buffer against further rate increases and lingering market volatility.
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