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
Quantitative Tightening vs. Easing
In the fourth quarter of 2021, with the backdrop of increasing inflation, the Federal Reserve (the “Fed”) began the process of withdrawing its monetary support for the U.S. economy. The most delicate element of the plan is likely to be shrinking its record balance sheet (currently about $9 trillion) – something that ended up roiling financial markets the last time policy makers did it.
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Madison Investments Launches Sustainable Equity Fund
Madison, WI – Madison Investments is pleased to announce the addition of a new sustainable fund to its lineup of risk-conscious mutual funds. The Madison Sustainable Equity Fund is an actively-managed, high conviction mutual fund designed to pursue long-term capital appreciation by investing in the common stock of high-quality, durable growth, large cap companies that the Fund’s portfolio managers believe incorporate sustainability into their overall strategy.
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High Quality Fixed Income Investing in Today's Environment
Traditionally, high quality fixed income has played three important roles in an investor’s asset allocation: a steady source of safe income, principal preservation, and risk reduction through diversification. Today, due primarily to massive Government intervention in the credit markets, one of those pillars has been weakened – income.
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Madison Investments signs the UN-supported Principles for Responsible Investment
Madison, WI – Madison Investment Holdings, Inc. (Madison Investments), an independent investment management firm, today announced it has signed the United Nations-supported Principles for Responsible Investment (PRI).
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Financial Markets Evince Risk-Seeking Behavior
Remember when 2021 was supposed to be a return to normality? Instead, it has been a transition year featuring high inflation and the ongoing coronavirus pandemic continuing to disrupt regions across the world, especially as new variants emerge such as Delta and Omicron.
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Risk and Rewards of Rising Rates
As every fixed income investor knows, bond prices fall as rates rise. Obviously, falling prices reduce returns. In today’s low yield environment, portfolio income offers little protection, meaning price changes dominate total return. However, fixed income investors with long time horizons should actually root for higher rates, despite the short term losses incurred.
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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.