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
Madison Investments Firm Overview
Based in Madison, Wisconsin since its founding in 1974, Madison Investments has grown from a local investment adviser to a multi-billion dollar investment organization. We aim to provide clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.
Read More
Updates & News
Ray Di Bernardo appears on Animal Spirits Podcast
Portfolio Manager Ray Di Bernardo joined the Animal Spirits Podcast to discuss the covered call investment style and Madison’s approach to building an equity income portfolio that minimizes risk.
Read MoreCommentary
When Investment Management Becomes a Partnership
For insurance companies, investment management does not reside in a vacuum. Each entity faces unique circumstances, and to obtain a favorable investing outcome, an insurance company must identify, understand, and manage all the risks involved. This is done through Enterprise Risk Management (ERM). The list of potential risks is long, and they are all interconnected.
Read MoreVideos
Active Management of Fixed Income Risk
While bonds are presumed to be a safer investment than stocks, investors are still faced with a variety of risks when they buy a bond. Portfolio Manager and Head of Reinhart Fixed Income, Mike Wachter, explores the different risks faced by active fixed income managers.
Read More
Commentary
Madison Client Communication | 3Q 2022
The S&P 500 remained erratic, finishing the second quarter down 16.1%, bringing the year's total to 20.0%. With a 75 basis point increase in June and another one anticipated in July, the Federal Reserve has begun its aggressive monetary tightening to reduce inflation. By the end of the year, the Fed Funds Rate is anticipated to reach 3.38 %. Much of these anticipated movements have been priced in by the bond market, yield curve, and equities markets.
Read MoreCommentary
"Time in the market, not timing the market"
It's a timeless lesson that we're taught at an early age and that advisors preach to their clients regularly. The beauty of this simple lesson is that we have troves of data to show the impact of an equity investor staying fully invested. Specifically, the impact on your total return when you are not invested during the best-performing days and the stock market's sneaky history of recovering following major price declines.
Read More
“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.