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 Fixed Income Week in Review by Madison Investments 12.02.22

In this Week in Review, the release of November job and inflation numbers, along with Fed Chairman Jerome Powell's speech at the Brookings Institute. Read Reinhart Fixed Income's full thoughts on these news stories and more here.

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White Papers

Bond Investing in a Volatile World: How to Manage All Fixed Income Risks with Quality, Nimbleness, and Active Management

In this backdrop of rising rates and elevated risks, fixed income investors of all types experienced some degree of price movement within their portfolio. Investors that had thrown money at high-yielding bonds of lower quality or longer maturities suddenly found themselves down 15%, 20%, or more. The importance of risk awareness became painfully clear. In this paper, we discuss the importance of managing all risks in fixed income and why it matters to be active, nimble, and up in quality.

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Updates & News

Ray Di Bernardo appears on Animal Spirits Podcast

Portfolio Manager Ray Di Bernardo joined the Animal Spirits Podcast to discuss the covered call investment style and Madison’s approach to building an equity income portfolio that minimizes risk.

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Commentary

Reinhart Fixed Income Week in Review by Madison Investments 11.18.22

In this version of the Week in Review comments from Fed members, October retails sales numbers and an upgrade to the City of Chicago’s General Obligation bonds. Read the Reinhart Fixed Income teams thoughts about these events here.

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Commentary

Reinhart Fixed Income Week in Review by Madison Investments 11.11.22

Following a lower than expected rise in the Consumer Price Index for the month of October, see how Reinhart's Fixed Income team thinks this may affect decisions by the Fed to come. Read about it, and more, in this version of the Week in Review.

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Commentary

Monthly Market Update - November 2022

As we draw deeper into the final quarter of 2022, a number of investment truisms have been confirmed by this volatile, tough year. The short-term unpredictability of the stock market was once again illustrated this past month. The S&P 500® Index jumped 8.1% while the more concentrated and more value-oriented Dow Jones Industrial Average rose a remarkable 14.1%, its best month since 1976.

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