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 09.05.2025
U.S. job growth slowed sharply in August, coming in well below expectations and strengthening the case for a September Fed rate cut. Meanwhile, an appeals court ruling adds more uncertainty to U.S. tariff policy.
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Portfolio Manager Q&A - Andy Romanowich
Mid Cap Portfolio Manager Andy Romanowich shares key takeaways from earnings season, highlights market red flags, and explains why durable, high-quality businesses are crucial in a fragile, speculative environment.
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Mike Sanders Joins the Adjusted for Risk Podcast to Discuss Opportunities in Fixed Income
Head of Fixed Income Mike Sanders joined Zephyr's Adjusted for Risk podcast to discuss opportunities in fixed income, the current economic environment, why the labor market holds the key to the Fed’s next moves, and the benefits of active management.
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Mike Sanders Joins the Schwab Network to Discuss Powell's Jackson Hole Speech
In his interview with the Schwab Network, Mike Sanders discussed the bond market's response to Fed Chair Powell's Jackson Hole Speech and where he sees opportunities.
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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 08.22.2025
Powell’s Jackson Hole speech leaned dovish, signaling the Fed may adjust policy as risks shift. Meanwhile, trade negotiations with the EU bring modest tariff relief. The Reinhart Fixed Income Team shares their take on these events.
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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.