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.
Commentary
Monthly Market Update - March 2025
A well-worn phrase states that the stock market hates uncertainty. February was a case in point, as the S&P 500 Index dipped -1.3%. This brought the year-to-date index return to 1.4%, though the gain feels increasingly fragile. While there appear to be no deep cracks in what remains a fundamentally strong domestic economy, there were reasons for concern. As tariffs moved from negotiating strategy towards implementation, economists and corporate leaders scrambled to ascertain the complex impacts.
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Embracing the Return to Normal: Bond Markets in 2025
After a disappointing 2024, we believe bond markets are once again being driven by fundamentals rather than Fed intervention. With a positively sloped yield curve and structurally higher rates, new opportunities are emerging for investors.
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Portfolio Manager Q&A - Andy Romanowich
Mid Cap Portfolio Manager Andy Romanowich discusses mid caps' role in a portfolio, valuations, artificial intelligence, and where the team is finding opportunities for 2025.
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2025 Outlook & Positioning
What does 2025 hold for investors? US economic resilience, a strong dollar, and higher-for-longer rates remain dominant themes - but shifting economic policies could bring new market dynamics. Head of Multi-Asset Solutions, Patrick Ryan, and Portfolio Manager Stuart Dybdahl, share key insights on how to navigate the year ahead.
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2024 Year-End U.S. Equity Letter from Haruki Toyama
Haruki Toyama, Portfolio Manager and Head of Large and Mid Cap Equity, shares his perspective on market performance, the 'Elite Eight', and new investments.
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Q4 2024 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 and is not investment advice.
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 and is not investment advice.
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.