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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Commentary

Reinhart Week in Review by Madison Investments 09.12.2025

August inflation came in higher than expected, raising questions for the Fed’s rate-cutting plans. Meanwhile, political tension in France adds to global uncertainty. The Reinhart Fixed Income Team examines these developments in the Week in Review.

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White Papers

Understanding Treasury Inflation-Protected Securities (TIPS)

For years after the 2008 Financial Crisis, inflation was not a primary concern for investors, but the recent resurgence has renewed interest in protection strategies. Treasury Inflation-Protected Securities (TIPS) may offer a solution.

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Commentary

Monthly Market Update - September 2025

As Wall Streeters took their August vacations, the stock market drifted higher, with the S&P 500 moving up 2.0%, taking the year-to-date return into double digits at 10.8%. The market gains were in many ways contrary to this year's trends, with the year’s weakest sector, Health Care, jumping 5.4% and Technology up just 0.3%. 

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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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Videos

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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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.

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