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.
Videos
Portfolio Manager Q&A - Bill Ford
Fixed Income portfolio manager, Bill Ford, looks at what investors can take away from the latest Fed expectations and highlights areas across the market where he and the team are finding opportunities and adding value.
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Mid Cap Stocks: An Opportune Time to Allocate to this Overlooked Asset Class?
Coming out of a downturn, mid caps have historically outperformed large and small caps. In this article, we review the characteristics, attributes, and performance track record of this overlooked asset class.
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The Case for Covered Calls: Premium Income & Hedged Equity
Covered call writing is a time-tested approach that can add income, dampen volatility, and diversify both equity and fixed income core strategies. Download our Guide to Covered Call Strategies to learn how covered calls work, their benefits and risks, how they perform in varying markets, and more.
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Why Bonds Now?
Traditionally, fixed income has played three important roles in asset allocation: principal preservation, steady income, and risk reduction. However, pandemic-induced monetary and fiscal stimulus decreased the appeal of bonds due to low yields and interest rate risks. Today, these key attributes of bonds have returned, and investors can expect their fixed income allocation to fulfill its traditional role in a portfolio.
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Understanding the Complexities of Insurance Investment Management
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The Monthly Mosaic | March 2024
Head of Multi-Asset Solutions, Patrick Ryan, explores what has been driving the equity performance to start the year, and looks at what this could mean for the Fed as they look to start cutting interest rates. Patrick also explains what he monitoring across markets and where they are finding opportunities.
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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.
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.