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 5.5.2023
Was this the final rate hike from the Fed? This week’s 25 basis point raise included a statement conveying that future rate hikes may not be necessary. Read the thoughts of Reinhart Fixed Income on this and more in their Week in Review.
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Monthly Market Update - May 2023
Pricing in the equity market continues to debate whether the Federal Reserve will start easing rates later this year or stick to Chairman Powell’s refrain of “higher for longer.” In April and year-to-date, the markets’ consensus seemed to lean towards the easing by year-end scenario as the S&P 500® Index rose by 1.6% in the month, bringing the year-to-date Index return to 9.2%.
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Videos
Portfolio Manager Q&A - Mike Sanders
Following 14 months of the Fed hiking interest rates, will the Fed start cutting rates this year? Mike Sanders, Head of Madison Fixed Income, weighs in on this question, the current state of bond markets, and how an active fixed income manager can navigate this volatility.
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White Papers
Opposite Ends of Value: The Hidden Risks in Value Indexing
Morningstar’s push years ago to get our industry thinking in terms of the nine style boxes continues to provide a framework for differentiating investment options. However, if you dig deeper, it’s far more complex than just the nine style boxes. The constituents of a single style box can present vastly different investment prospects. This white paper proposes a style spectrum and discusses hidden risks in value indexing.
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Reinhart Week in Review by Madison Investments 4.28.2023
This week the Reinhart Fixed Income Team looks at the first quarter GDP, what the latest batch of inflation indicators signifies, and more. Read all their thoughts in the Week in Review here.
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Fixed Income Market Update: First Quarter 2023
After the historic interest rate rise and volatile yield curve movements last year, the first weeks of 2023 were relatively calm. The Federal Reserve's rapid monetary policy normalization appeared to be nearing its final stages, and risk assets remained stable. However, hidden in plain sight, significant asset/liability mismatches emerged on the balance sheets of several large financial institutions due to rising bond yields, creating a new form of banking crisis. The impact of recent banking issues on the Fed's future policy path is uncertain, and investors continue to adjust expectations of where interest rates will end the year.
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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.