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
Quarterly Mosaic Update | 4Q 2022
Madison's Multi-Asset Solutions team review the end of 2022 and look at what the new year may bring.
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White Papers
Mid Caps: An Opportune Time to Allocate to this Overlooked Asset Class?
Coming out of a downturn, mid caps have historically outperformed large and small caps. In this article, we review the characteristics, attributes, and performance track record of this overlooked asset class.
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Reinhart Fixed Income Week in Review by Madison Investments 1.13.23
In this Week in Review the Reinhart Fixed Income team looks at what December's CPI report might mean for Fed action and the proposed budget by California Governor, Gavin Newsome. Read all this week's commentary here.
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Madison Client Communication | 4Q 2022
After a challenging first three quarters, markets rebounded in the fourth quarter, with the S&P 500 Index rising 7.6% and the Bloomberg Aggregate Bond Index rising 1.9%. For the year, the S&P 500 fell 18.1% and the Bloomberg Aggregate Bond Index fell 13.0%. In 2022, there was no shortage of headwinds to both equity and fixed income markets – high inflation, higher interest rates, a war in Ukraine, China lockdowns, and supply chain issues. Looking ahead to 2023, uncertainty is likely to persist, and whether or not we get clarity on some or all of these factors, navigating the volatility will again call for an eye on all portfolio risks.
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Monthly Market Update - January 2023
The fourth quarter of 2022 continued some of the major trends of the year: volatility, unpredictability, and the primacy of Federal Reserve action. Following a surprisingly robust rally in October and November, the S&P 500® Index dropped -5.8% in December to finish the quarter up 7.6% and the annual period down -18.1%. The year was marked by the sharpest increases in interest rates by the Fed in history as it fought to dampen demand and repress persistent inflation.
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Reinhart Fixed Income Week in Review by Madison Investments 1.6.23
With Fed members reinforcing the committee’s stance to bring down inflation and a decreasing unemployment rate, the Reinhart Fixed Income team shares their thoughts on these topics, and more, in the Week in Review.
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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.