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.
White Papers
Cash and Money Market Funds vs. Bonds: Which is Better?
In an environment where short-term yields are the same or higher than long-term yields, many investors are replacing traditional bond investments with cash. While both financial instruments are perceived to be “safe,” investors should consider two important factors when determining which is best for their portfolio: total return potential and reinvestment risk.
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The Monthly Mosaic | November 2023
Patrick Ryan, head of Madison Multi-Asset Solutions, looks at what opportunities the last month has presented investors as we have seen the equity markets rally and fixed income markets embrace the Fed's higher for longer mantra.
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Yield Curve Scenario Analysis: Using Duration and Bond Math to Measure Return Potential
The recent challenges faced by bond investors stem from a prolonged period of low interest rates, followed by a significant shift in Federal Reserve policy. The largest repricing of fixed income assets in generations resulted in deep negative returns. Now, with the 10-year Treasury yield nearing 5% and the Fed suggesting that rates may be reaching their peak for this cycle, investors are curious about future bond market returns. To demonstrate the total return potential in fixed income, we analyze interest rate sensitivity.
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Portfolio Manager Q&A - Tom Tibbles
Tom Tibbles, Head of International Equity, provides insights into the performance of international markets in 2023. He discusses factors influencing their relative strength compared to U.S. markets, strategies for navigating geopolitical risks, and potential opportunities.
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Quarterly Mosaic Update | 3Q 2023
Madison's Multi-Asset Solutions team reviewed the third quarter and dive into what we could expect leading up to the year's end.
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Commentary
Q3 2023 Market & Economic Review
Download our quarterly communication with market and economics charts, and commentary on events of the previous quarter.
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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.