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.

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Commentary

Reinhart Week in Review by Madison Investments 01.17.2025

The Reinhart Fixed Income Team explores how December’s lower-than-expected CPI data, strong 2024 retail sales, and global economic challenges could influence market trends in this Week in Review.

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Commentary

2024 Year-End U.S. Equity Letter from Haruki Toyama

Haruki Toyama, Portfolio Manager and Head of Large and Mid Cap Equity, shares his perspective on market performance, the 'Elite Eight', and new investments.

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Commentary

Reinhart Week in Review by Madison Investments 01.10.2025

With inflation above target and the labor market exceeding expectations, with 256,000 jobs added in December, the pace of future rate cuts remains unclear. In this Week in Review, the Reinhart Fixed Income Team examines these developments and discusses the potential effects of income tax reductions across nine states.

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Commentary

Q4 2024 Market & Economic Review

Download our quarterly communication with market and economics charts, and commentary on events of the previous quarter.

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Videos

2025 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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Commentary

Monthly Market Update - January 2025

Despite a dreary December (S&P 500 Index down -2.4%), stock investors had a banner year, up 25.0% for 2024. In a now familiar refrain, rewards were not equally distributed, with the large-cap tech companies known as "The Magnificent Seven" earning 53% of the Index's return for the year. Sector returns fluctuated across the year but ended up with some breadth as seven of the eleven produced double-digit gains.

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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.
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.