Madison Investments’ Post

Happy last (shortened) week of Q1 2024... In a blink of an eye, or so it seems, we are almost 25% of the way through the year. Please take a look through the HUDSONPOINT | capital weekly report for a look back, and some thoughts on what is to come in the weeks and months ahead. Happy Investing! #FalboFinance #HPWealth #stockmarket #privatewealth

Not all REITs have the ‘Sword of Damocles’ hanging over them when it comes to the valuation of assets, with Arena REIT’s portfolio valuation program likely to result in a net revaluation decrease of only $4m for the six months ending 31 December 2023 and a 1.2% – or $17m – valuation gain over the previous financial year. https://lnkd.in/gWEZ2eCK

"In private credit, asset allocators should expand their focus beyond the mainstream upper mid-market which represents the majority of assets under management today - and start considering niche opportunities like the lower-mid market which can introduce portfolio diversification by adding different risk and return exposures." Watch the full Debtwire interview of our head of private debt about trends in private credit markets and the intricacies of identifying niches: https://lnkd.in/e3F3kcWm #privatecredit #alternatives Mergermarket

"In private credit, asset allocators should expand their focus beyond the mainstream upper mid-market which represents the majority of assets under management today - and start considering niche opportunities like the lower-mid market which can introduce portfolio diversification by adding different risk and return exposures." Watch the full Debtwire interview of our head of private debt about trends in private credit markets and the intricacies of identifying niches: https://lnkd.in/ekg9JEBj #privatecredit #alternatives Mergermarket

Multi-asset portfolios with smart re-balancing help for weeks like these, when the market corrects sharply. We have 20-25% of our portfolio in gold bonds today. This gives us "higher returns + lower volatility" in comparison to a 100% equity portfolio. #stockmarketcrash Follow Himank Agrawal, CFA to investing prudence.

"In private credit, asset allocators should expand their focus beyond the mainstream upper mid-market which represents the majority of assets under management today - and start considering niche opportunities like the lower-mid market which can introduce portfolio diversification by adding different risk and return exposures." Watch the full Debtwire interview of our head of private debt about trends in private credit markets and the intricacies of identifying niches: http://spkl.io/60484fsLO #privatecredit #alternatives Mergermarket ION

Amid market fluctuations, demand for private credit investments remains strong.   The Wall Street Journal covers the key factors behind this trend and its implications for asset managers in this comprehensive article. #PrivateInvestments #privatecredit. https://lnkd.in/g_NR3iCS

🎥 Watch the full video > https://lnkd.in/e8zwXM8w In the latest Strategic Thinking video, Alexander Pelteshki, CFA, co-manager of the Aegon Strategic Bond strategies, is joined by Nick Edwardson to review the broader macro-outlook for 2024 and what that means for the fixed income market. They discuss why we believe we have reached the peak of one of the most aggressive hiking cycles and how rates cuts, plus historically high levels of yield across bond markets, makes fixed income an attractive asset class.   #fixedincome #investmentmanagement #bondmarkets #marketoutlook

From TwentyFour Asset Management LLP, one of our American Beacon Advisors sub-advisors: "There is still a long road ahead in terms of labour market adjustments, it is fair to say that progress is becoming clearer – and the light at the end of the hiking tunnel looks to be in sight." Felipe Villarroel takes a look at what progress, if any, has been made in the #labourmarket and how this resonates with the Fed's projection of labour markets easing while not experiencing a major disruption. #UK #Banks #MonetaryPolicy https://ow.ly/yz2g50PGAEO

Year to date, small caps and large caps are meaningfully higher, up 14.7% and 20.7%, respectively—quite the reversal from 2022. Access our Small Cap Market Snapshot: https://bit.ly/3qogIQ5 Highlights: • Small and microcap, growth and value performance • Fund flows • Small cap portfolio impact #smallcap #smallcapstocks #CalamosSnapshots