Resources
Insights, research and news to keep you updated and informed on Madison's strategies and process. For Investment Strategy specific commentary, see our Investment Strategies & Solutions pages.
Commentary
Weekly Mosaic Update
The Weekly Mosaic contains the latest market and economic news and data, including what to watch in the coming week, index returns, and current positioning of Mosaic model portfolios.
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Reinhart Week in Review by Madison Investments 08.01.2025
From signs of disagreement within the Fed to a weak jobs report and sharp downward revisions, markets had plenty to digest this week. Inflation remains above target, GDP growth slowed in the first half of the year, and tariff uncertainty continues despite new trade announcements.
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Reinhart Week in Review by Madison Investments 07.25.2025
While tariffs appear lower than feared - potentially settling around a 15% “floor” - they remain well above levels from earlier this year. Meanwhile, airport municipal bond issuance reached its highest total for the first half of the year since at least 1990.
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2025 Mid-Year U.S. Equity Letter from Haruki Toyama
Haruki Toyama, Portfolio Manager and Head of Large and Mid Cap Equity, shares his perspective on how volatility shapes our view of the businesses we own.
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Reinhart Week in Review by Madison Investments 07.18.2025
This week, political pressure on Fed Chair Powell intensified, while June data showed stubborn inflation and stronger-than-expected retail sales. The Reinhart Fixed Income Team shares their perspective in this week’s Week in Review.
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Patrick Ryan Joins the Schwab Network to Discuss Tariff-Induced Market Uncertainty
In his interview with the Schwab Network, Patrick Ryan discussed where he sees opportunity as tariff-induced market uncertainty continues.
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“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.
Any performance data shown represents past performance. Past performance is no guarantee of future results.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security and is not investment advice.
The Captive Review awards were independently determined and awarded by one of Captive’s Captive Owner Panels. Madison Scottsdale did not pay a fee in exchange for these awards. The Investment Management Award is open to asset managers and investment advisors and is presented to the firm that best exhibits unrivaled customer care and innovation.
Any performance data shown represents past performance. Past performance is no guarantee of future results.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security and is not investment advice.
The Captive Review awards were independently determined and awarded by one of Captive’s Captive Owner Panels. Madison Scottsdale did not pay a fee in exchange for these awards. The Investment Management Award is open to asset managers and investment advisors and is presented to the firm that best exhibits unrivaled customer care and innovation.