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
Why Intermediate Bonds? Maximizing Risk-Adjusted Yield
With a normalized yield curve and the Fed cutting interest rates, longer-duration bonds may look appealing. But are they really worth the extra risk?
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Reinhart Week in Review by Madison Investments 10.11.2024
As the Consumer Price Index rose higher than expected in September, the Fed remains cautious on the path of future rate changes. Meanwhile, all members of the Chicago Board of Education resigned amid a $300 million budget shortfall. The Reinhart Fixed Income team explores how these events could impact the markets in their Week in Review.
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Q3 2024 Market & Economic Review
Download our quarterly communication with market and economics charts, and commentary on events of the previous quarter.
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Portfolio Manager Q&A - Joe Maginot
Large Cap Portfolio Manager Joe Maginot discusses the impact of falling interest rates, identifying sectors poised for growth, and what the team will be watching for in upcoming earnings reports.
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Monthly Market Update - October 2024
The stock market opened the month of September with a sharp reality check, falling for four consecutive days before quickly reversing course to reach new all-time highs. The largest catalyst was the Federal Reserve's 50 basis point cut on September 18. The S&P 500 Index was up 2.1% for the month, taking the third quarter return to 5.9% and the year-to-date to a buoyant 22.1%. Meanwhile, bond investors also fared well, with the Bloomberg U.S. Aggregate Bond Index up 1.3% in September.
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Reinhart Week in Review by Madison Investments 10.04.2024
The labor market showed unexpected strength in September, while oil prices have recently spiked due to Middle East tensions, a brief port strike disrupted supply chains, and schools are now facing the end of pandemic aid. Learn more about the economic implications of these events in the Week in Review.
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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.