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
"Time in the market, not timing the market"
It's a timeless lesson that we're taught at an early age and that advisors preach to their clients regularly. The beauty of this simple lesson is that we have troves of data to show the impact of an equity investor staying fully invested. Specifically, the impact on your total return when you are not invested during the best-performing days and the stock market's sneaky history of recovering following major price declines.
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Monthly Market Update - August 2022
The stock market bounced back with a surprisingly strong rally in July, with the S&P 500® returning 9.2%, moderating the year-to-date Index’s loss to -12.6%. This was the market’s best month since November 2020 and at first glance seemed to contradict the headline news. Real GDP growth came in negative for the first two quarters of 2022, inflation continued to run hot and the Federal Reserve was in the midst of a series of aggressive rate hikes.
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Reinhart Fixed Income Week in Review by Madison Investments 08.05.22
This week, Reinhart's Fixed Income team looks at what July's employment numbers mean for the economy and the latest reports from California officials regarding revenue collections. Read all their thoughts here.
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Reinhart Fixed Income Week in Review by Madison Investments 07.29.22
In their Week In Review, the Reinhart Fixed Income team breaks down the Q2 drop in GDP and explores the Fed’s path forward following another 75 basis point hike.
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Reinhart Fixed Income Week in Review by Madison Investments 07.22.22
In this Week in Review a surprise rate increase in Europe, the resignation of Italy’s Prime Minister, and more. Read everything Reinhart Fixed Income has to say here.
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Inflation and Profitability in the New Economy
U.S. Equity Investor Letter for the Second Quarter of 2022
After hitting an all-time peak on the first trading day of 2022, it’s been all downhill for the S&P 500 index since. In fact, the 19.96% drop through the end of June is the worst first half of a calendar year for the index in over 50 years. Our equity strategies have generally remained true to form during this downturn, with both our flagship Large Cap and Mid Cap strategies losing less than their respective benchmarks in the year-to-date period, though that may be little consolation.
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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”), which also includes the Madison Scottsdale office. 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.