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
Reinhart Week in Review by Madison Investments 12.01.2023
Inflation reports came in as expected, the economy continues to chug along and rising rates have caused municipal bond issuance to slow throughout the year. Read all about these events in our Week in Review.
Read MoreUpdates & News
Madison Investments Celebrates 50 Years with Ownership Transition to Employees December 1, 2023
MADISON, Wisconsin – Madison Investments Holdings Inc (“Madison Investments”), an independently-held investment management firm known for its expertise in actively managed, high-quality portfolios, celebrates 50 years in business under new majority ownership: its employees.
Read MoreWhite Papers
Cash and Money Market Funds vs. Bonds: Which is Better?
In an environment where short-term yields are the same or higher than long-term yields, many investors are replacing traditional bond investments with cash. While both financial instruments are perceived to be “safe,” investors should consider two important factors when considering which is best for their portfolio: total return potential and reinvestment risk.
Read MoreVideos
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.
Read MoreCommentary
Reinhart Week in Review by Madison Investments 11.17.2023
With inflation numbers coming in this week lower than anticipated markets appear to believe the Fed will hold off from future hikes, for now. Read about the inflation story and more noteworthy stores in Reinhart Fixed Incomes Week in Review
Read MoreWhite Papers
Yield Curve Scenario Analysis: Using Duration and Bond Math to Measure Return Potential
The recent challenges faced by bond investors stem from a prolonged period of low interest rates, followed by a significant shift in Federal Reserve policy. The largest repricing of fixed income assets in generations resulted in deep negative returns. Now, with the 10-year Treasury yield nearing 5% and the Fed suggesting that rates may be reaching their peak for this cycle, investors are curious about future bond market returns. To demonstrate the total return potential in fixed income, we analyze interest rate sensitivity.
Read More
“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.
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.