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.
White Papers
Risk and Rewards of Rising Rates
As every fixed income investor knows, bond prices fall as rates rise. Obviously, falling prices reduce returns. In today’s low yield environment, portfolio income offers little protection, meaning price changes dominate total return. However, fixed income investors with long time horizons should actually root for higher rates, despite the short term losses incurred.
Read MoreCommentary
Style Divergence Between Large Caps and Mid/Small
There is a big divergence in growth versus value occurring between large caps and mid/small. With valuations stretched and an uptick in volatility, could the pendulum finally swing for large caps as well?
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Commentary
Corporate Bond Risk Measures Nearing All-time Highs
As if low interest rates and tight credit spreads weren’t enough to challenge fixed income investors in this market, the pool of investment grade corporate bonds seems to be getting riskier as well. The Bloomberg U.S. Corporate Index, which measures the investment grade, fixed-rate, taxable corporate bond market, and serves as a proxy for the U.S. credit market, now has an average duration of 8.78 years – nearly the longest it has ever been (98th
percentile)1.
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Updates & News
Madison Investments Completes Acquisition of Reinhart Fixed Income
Madison, WI – Madison Investments Holdings, Inc. (Madison Investments), an independent investment management firm, today announced it has completed the acquisition of the Milwaukee-based Reinhart Fixed Income Team, fixed income investment strategies and clients.
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Announcing a deal between Madison Investments and Reinhart Partners
Madison Investments Holdings, Inc., an independent employee owned investment firm, operating as Madison Investments, today announced that it has entered into a definitive agreement to acquire the Reinhart Partners Fixed Income assets including the onboarding of the Investment Team, led by Mike Wachter.
Read MoreUpdates & News
Madison Scottsdale Honored with 2020 US Captive Award
Scottsdale, Arizona - 2020.10.08 – Madison Scottsdale, the insurance asset management division of Madison Investment Advisors, for the second-year running has been selected as the captive insurance industry’s Investment Specialist of the Year for its record of risk-balanced investment services to the captive insurance industry.
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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.