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 02.21.2025
This week, the Trump administration signaled broader tariffs and stated that Ukraine may not be protected by NATO. Meanwhile, the Fed remained cautious as it navigates changing fiscal policies.
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Reinhart Week in Review by Madison Investments 02.14.2025
January inflation data signals stalled progress toward the Fed’s 2% target. With disappointing retail sales and the ongoing tariff debate in Washington, the Federal Open Market Committee will have no shortage of topics to discuss in its upcoming meetings.
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Embracing the Return to Normal: Bond Markets in 2025
After a disappointing 2024, we believe bond markets are once again being driven by fundamentals rather than Fed intervention. With a positively sloped yield curve and structurally higher rates, new opportunities are emerging for investors.
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Reinhart Week in Review by Madison Investments 02.07.2025
January payrolls rose 143K, missing expectations, but upward revisions to the previous two months and falling unemployment suggest the labor market remains steady. Meanwhile, the Bank of England cut rates, and municipal issuance surged to start the year.
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Portfolio Manager Q&A - Andy Romanowich
Mid Cap Portfolio Manager Andy Romanowich discusses mid caps' role in a portfolio, valuations, artificial intelligence, and where the team is finding opportunities for 2025.
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Monthly Market Update - February 2025
The tailwinds of a strong 2024 combined with optimism for 2025 gave the stock market a broad boost in January, with the S&P 500 Index up 2.8%. Real GDP growth for 2024 is now projected at about 2.8%, well above the long-term trend of 2%, and for another year of 2%+ growth in 2025. Fourth quarter S&P 500 corporate profits showed a robust 13% year-over-year growth rate. The job market remained solid, consumer spending held strong, and manufacturing, long in contraction, began to slowly work its way back to growth.
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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.