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.

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Commentary

Q2 2025 Market & Economic Review

Download our quarterly communication with market and economics charts, and commentary on events of the previous quarter.

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Commentary

Reinhart Week in Review by Madison Investments 07.11.2025

The Trump administration’s new tariffs added pressure to global trade flows, while the Fed remains divided on rate cuts, and job growth continues to slow. The Reinhart Fixed Income Team unpacks the potential market impact in their Week in Review.

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Videos

2025 Mid-Year Fixed Income Outlook

Head of Madison Fixed Income, Mike Sanders, shares what he is expecting from fixed income markets for the second half of the year.
 

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Videos

Portfolio Manager Q&A - Stuart Dybdahl

U.S. stocks have rallied by more than 20% since April, amid shifts in trade and policy. Stuart Dybdahl, Multi-Asset Solutions Portfolio Manager, explains what’s driving gains, the risks ahead with tariffs, and the benefits of active management in today’s market.

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Commentary

Monthly Market Update - July 2025

As the major stock indices ticked up to new all-time highs in late June, something seemed to be missing: euphoria. For one, the S&P 500 Index's 5.1% return in June brought the year-to-date gain to 6.2%, a modest figure compared to the 20%+ returns of the past two years. But more fundamentally, the return of a narrow, tech-driven market overshadowed the less buoyant majority of stocks and didn't reflect the emerging and significant concerns for the remainder of the year.

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Commentary

Reinhart Week in Review by Madison Investments 06.27.2025

Income and spending softened in May amid tariff uncertainty, while inflation edged up slightly, keeping the Fed cautious about rate cuts despite growing debate among officials. Encouragingly, progress on trade and a ceasefire in the Middle East brought some relief to markets. 

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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.

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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.

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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.