The stock market reached all-time highs during the third quarter as we marked the 10-year anniversary of the Lehman Brothers...Read More
Treasury yields continued to move higher during the third quarter. The 2-year Treasury yield rose 29 basis points (bps)...Read More
Volatility continued in the second quarter with both stocks and bonds experiencing large swings as investors reacted to shifting interest...Read More
Treasury yields moved higher during the quarter but closed well below their mid-May highs as concerns over escalating trade...Read More
After near perfection in 2017, the equity markets assumed a more typical behavior in the first quarter of 2018 as...Read More
Investors began the first quarter with high expectations that tax reform’s fiscal stimulus would boost economic growth, largely offsetting...Read More
The fourth quarter capped a perfect year for stock investors as the S&P 500® Index delivered positive returns every month...Read More
The fourth quarter bond market was mostly defined by a significant change in the shape and slope of the...Read More
Odds are individual (aka retail) investors will maintain or increase their appetite for tax-exempt income, especially those residing in high...Read More
Looking at the quarter-over-quarter change in U.S. Treasury yields, one might conclude that not much happened during the period. Two-year...Read More
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Bonds are subject to certain risks including interest rate risk, credit risk and inflation risk. Equity risk is the risk that securities will fluctuate in value due to general market or economic conditions.