The Monthly Mosaic | March 2024
Head of Multi-Asset Solutions, Patrick Ryan, explores what has been driving the equity performance to start the year, and looks at what this could mean for the Fed as they look to start cutting interest rates. Patrick also explains what he monitoring across markets and where they are finding opportunities.
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Portfolio Manager Q&A -Joe Maginot
Joe Maginot, the portfolio manager of Large Cap, stresses the significance of investing in high-quality companies. He also talks about how the team identifies opportunities and the evolving role of AI in investments.
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Portfolio Manager Q&A - Andy Romanowich
Mid Cap portfolio manager, Andy Romanowich, dives into valuations across market caps, the impact a company's debt has on our team's decision making process, and where we are finding opportunities across the market. Watch the whole interview here!
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Quarterly Mosaic Update | 4Q 2023
Madison's Multi-Asset Solutions team review the fourth quarter and look at what could affect markets in the new year.
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2024 Fixed Income Outlook
Head of Madison Fixed Income, Mike Sanders, shares what he is expecting from fixed income markets in the new year.
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Portfolio Manager Q&A - Mike Sanders
With rate cuts on the horizon, Mike Sanders, Head of Madison Fixed Income, shares his approach to portfolio construction and key investment themes to consider in 2024.
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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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