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

Reinhart Week in Review by Madison Investments 06.13.2025

Markets had plenty to digest this past week. Find out why GDP revisions and inflation data may not tell the full story, what the latest AAA downgrade of Treasuries means for rates, and how higher education is preparing for potential funding cuts. 

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Commentary

Reinhart Week in Review by Madison Investments 06.06.2025

Job growth exceeded expectations in May, but downward revisions and a dip in participation suggest labor market momentum may be slowing. Learn more about the impact of these trends and the ECB’s recent rate cut in our latest Reinhart Week in Review.

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Videos

Portfolio Manager Q&A - Mike Sanders

Mike Sanders, Head of Fixed Income, explains the factors behind bond market volatility, its effects on yield curve positioning, and why high-quality bonds may offer more opportunity than cash in today’s environment.

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Commentary

Monthly Market Update - June 2025

After taking repeated tariff-related blows, the stock market rallied in mid-May on news that the U.S. and China had reached an agreement and held steady with subsequent news, even if negative.  Investors, it seemed, were becoming like the townsfolk in "The Boy Who Cried Wolf," increasingly insensitive to the regular pronouncements of outsized tariffs. 

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Commentary

Reinhart Week in Review by Madison Investments 05.30.2025

Markets had plenty to digest this past week. Find out why GDP revisions and inflation data may not tell the full story, what the latest AAA downgrade of Treasuries means for rates, and how higher education is preparing for potential funding cuts. 

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Commentary

Reinhart Week in Review by Madison Investments 05.16.2025

Markets rallied this week on news of a significant de-escalation in U.S.-China trade tensions, with both sides reducing tariffs. In their Week in Review, the Reinhart Fixed Income Team covers the market response, inflation trends, and consumer spending.

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