commentary

Fixed Income Market Update – Q1 2024

The first quarter of 2024 ended with a reversal of mood from the final quarter of 2023. As December wound to a close, Treasury yields moved sharply lower in anticipation of a faster and more aggressive shift toward monetary policy easing.

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Reinhart Week in Review by Madison Investments 4.12.2024

Inflation was up more than expected, tensions are rising in the Middle East, and a cut is likely from the European Central Bank come June. Read about this news from the week and more in the Reinhart Fixed Income team’s weekly review.

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Understanding the Complexities of Insurance Investment Management

Just as with individual investors, pension plans, non-profits and other institutions, insurance companies turn to the capital markets to pursue and secure their future financial stability and viability.

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Reinhart Week in Review by Madison Investments 4.5.2024

Over 300,000 jobs were added in March, greatly outperforming the consensus estimate of 214,000. How does a robust labor market factor into the Fed’s rate cutting decision? The Reinhart fixed income team shares how they interpret the news in their weekly update. Read it here.

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Monthly Market Update - April 2024

A strong and broad stock market in March added up to one of the best first quarter returns of the past decade, with the S&P 500 Index advancing 3.2% for the month and 10.6% for the quarter. The S&P 500 set numerous new closing highs, including one on the final trading day of March. This rally was largely a continuation of the bull market of 2023, driven by a stronger-than-expected economy, solid corporate earnings, expectations of Federal Reserve easing, and moderated, if somewhat sticky, inflation.

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Reinhart Week in Review by Madison Investments 3.22.2024

In their Week In Review, the Reinhart Fixed Income team discusses the Fed’s reaction to higher-than-expected inflation data, the end of Japan’s negative interest rate policy, and more.

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Reinhart Week in Review by Madison Investments 3.15.2024

This week our Reinhart team looked at inflation reporting supporting the Fed's case for delaying interest rate cuts, the Bank of Japan trending towards taking rates positive, and declining tax revenue across many states. Read all their thoughts here.

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Reinhart Week in Review by Madison Investments 3.8.2024

The February Jobs report showed that the employment sector remains relatively strong, Fed Chairman Jerome Powell provided his semiannual report to Congress, and China announced its GDP goal for 2024. Read this news and more in the Reinhart Fixed Income team's Week in Review.

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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.

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