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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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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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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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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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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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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“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.