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 04.04.2025
The harsher-than-expected reciprocal tariff regime triggered a sharp market reaction, while March job growth exceeded expectations and OPEC+ announced a production increase, potentially driving oil prices lower.
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Monthly Market Update - April 2025
Our February observation of investment uncertainty has morphed in a month into market cliché. This environment dragged the S&P 500 Index to a -5.6% loss in March, taking the year-to-date and first quarter return to -4.3%. Consumer and business sentiment plummeted, reflecting a number of concerns topped by the threat of tariffs and their repercussions. For much of March, investors looked to April 2 for clarity, the date President Trump promised to announce tariff policies. But as many feared, the revelations raised more questions than they answered.
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Portfolio Manager Q&A - Joe Maginot
Joe Maginot, Large Cap Portfolio Manager, discusses how companies are navigating tariffs, his team’s strategy for assessing macro risks, and where they see investment opportunities amid market selloffs.
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Mike Sanders Joins the Schwab Network to Discuss his Bond Market Outlook
In his interview with the Schwab Network, Mike Sanders, Head of Fixed Income, shares his bond market outlook, including the impact of tariffs, recession concerns, the Fed’s approach to rate cuts and what he’s watching ahead of the March jobs report.
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Madison Investments Welcomes Levi Williamson to Madison Institutional Business Group
Madison Investments is pleased to welcome Levi Williamson to its Institutional Business Development team as Regional Director, RIA & Bank Trust. In this role, Levi will be responsible for growing the Madison Investments brand and delivering Madison’s risk-conscious investment strategies to registered investment advisors and bank trusts across the U.S.
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Mid Cap Equity: A Strategy Designed for All Seasons
The U.S. equity market offers diverse investment opportunities, from large, stable companies to fast-growing startups. While many investors focus on large, well-known companies or chase the allure of high-growth startups, mid cap stocks are often overlooked. However, mid-caps deserve your attention, as they have delivered higher risk-adjusted returns over the long term than both small and large caps.
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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 and is not investment advice.
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 and is not investment advice.
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.