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
How to spot red flags in stock research
Our U.S. Equity Team is committed to identifying high-quality companies while avoiding companies with "red flags” that could compromise a stock's long-term value. In this paper, we outline common red flags encountered in our research.
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Market Expectations for Rate Cuts Have Changed: Now What?
Bonds have been repriced across the yield curve. So, now what? Do you choose "risk-free" cash over bonds, or do you consider two important risks that come with it?
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Videos
Investing with a Business Owner Mindset
Mid Cap portfolio manager, Andy Romanowich, explains how to approach stock investing with a long-term, business owner mindset. Watch the video and read how Madison Investments uses this philosophy here.
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2024 Mid-Year Fixed Income Outlook
In the first half of 2024, the economy remained strong, and bond markets offered historically high yields. Mike Sanders, who heads Madison Fixed Income, assessed the past six months and discussed the future, considering the possibility of interest rate cuts.
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2024 Mid-Year U.S. Equity Letter from Haruki Toyama
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Mike Sanders Joins Nasdaq's TradeTalks to Discuss Fixed Income Positioning
Mike Sanders, Head of Fixed Income at Madison Investments, joined Nasdaq TradeTalks to discuss the positioning of fixed income in the current environment, the outlook for the credit market, and the historically narrow credit spreads.
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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.