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
Credit Analysis
History has taught us that even highly-rated bonds can quickly experience deteriorating credit quality and wreak havoc on a portfolio. Naturally, credit quality becomes a focus in weakening market conditions, but the importance of credit research in all market conditions must be considered.
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Portfolio Manager Q&A - Patrick Ryan
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Videos
The Monthly Mosaic | May 2023
Patrick Ryan, head of Madison Multi-Asset Solutions, discusses the current market environment and his outlook for the future. While the market has been strong so far in 2023, there are concerns about the inconsistency between economic data and expectations for Fed cuts later this year. Could the market be pricing in a recession for later this year? Watch the Monthly Mosaic to hear all of Patrick's thoughts.
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Videos
Madison Sustainable Equity Philosophy and Approach
Portfolio Managers Maya Bittar and Dave Geisler give an overview of their approach to sustainable investing.
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Videos
Portfolio Manager Q&A - Mike Sanders
Following 14 months of the Fed hiking interest rates, will the Fed start cutting rates this year? Mike Sanders, Head of Madison Fixed Income, weighs in on this question, the current state of bond markets, and how an active fixed income manager can navigate this volatility.
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White Papers
Opposite Ends of Value: The Hidden Risks in Value Indexing
Morningstar’s push years ago to get our industry thinking in terms of the nine style boxes continues to provide a framework for differentiating investment options. However, if you dig deeper, it’s far more complex than just the nine style boxes. The constituents of a single style box can present vastly different investment prospects. This white paper proposes a style spectrum and discusses hidden risks in value indexing.
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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.