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 -Joe Maginot
Joe Maginot, the portfolio manager of Large Cap, stresses the significance of investing in high-quality companies. He also talks about how the team identifies opportunities and the evolving role of AI in investments.
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Monthly Market Update - March 2024
The S&P 500 Index rose 5.2% in February, hitting a new all-time high, with a year-to-date increase of 7.1%. The tech-heavy NASDAQ also hit a new high. So far this year, the “Magnificent Seven,” which powered index returns in 2023, has lost some luster, although market advances continue to be fueled by a small number of technology-centric stocks. Meanwhile, the broader market has shown improved strength.
Read MoreWhite Papers
Bonds Are Back: Where to Find Value Ahead of Potential Rate Cuts
The fixed income teams at Madison Investments recently published several white papers that discuss how math in the bond markets has dramatically improved for investors. They also highlighted how the intermediate (1-10 year range) part of the yield curve could be the “sweet spot” amid potential interest rate cuts. In this article, we revisit these arguments and introduce additional insights for our readers.
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Portfolio Manager Q&A - Andy Romanowich
Mid Cap portfolio manager, Andy Romanowich, dives into valuations across market caps, the impact a company's debt has on our team's decision making process, and where we are finding opportunities across the market. Watch the whole interview here!
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2023 Year-End U.S. Equity Letter from Haruki Toyama
The U.S. stock market had a good year in 2023. The S&P 500 Index recovered all of its 2022 decline, and slightly more, ending the year up 26.3%. The story of the year was the glaring concentration of returns in the Magnificent Seven, as the press has dubbed them. These seven megacap technology stocks returned an average of 111.7% for the year, accounting for well over half of the total return of the S&P 500.
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Quarterly Mosaic Update | 4Q 2023
Madison's Multi-Asset Solutions team review the fourth quarter and look at what could affect markets in the new year.
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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.