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
Monthly Market Update - June 2024
The S&P 500 Index ended the month up just shy of 5%, bringing the year-to-date return to 11.3%. Fixed income bounced back with a 1.7% return in May. However, the return of rising interest rates has suppressed performance, with the Bloomberg Aggregate Bond Index showing a 1.6% loss so far this year. The domestic stock market continued to be led by a small number of mega-cap technology firms.
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Portfolio Manager Q&A - Patrick Ryan
Head of Multi Asset Solutions, Patrick Ryan, joins our monthly Q&A series to discuss asset allocation and valuations across equities and fixed income.
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Reinhart Week in Review by Madison Investments 5.31.2024
Is improving inflation data enough to change the Fed’s sentiment? The Reinhart Fixed Income team shares their take on this and more in the Week In Review.
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Madison Investments Strengthens Presence in Northeast with Addition of Christopher Hodges
Madison Investments is pleased to welcome Christopher Hodges to its Intermediary business development team. As a Regional Investment Director in the Northeast, Chris will play a key role in growing the Madison Investments brand and delivering Madison’s risk-conscious investment strategies to financial advisors in the region.
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Mike Sanders Talks Federal Reserve Outlook on the Schwab Network
Mike Sanders joined the Schwab Network to discuss the Fed's ongoing battle with inflation. He points out that the Fed may have to choose between pushing the economy into a recession or allowing inflation to rise above 2%. He also talks about the importance of avoiding credit risk and finding high-quality treasuries.
Watch the interview here
Commentary
Reinhart Week in Review by Madison Investments 5.17.2024
April inflation reports came in lower than expected after running hot for the first quarters of the year. Reinhart’s fixed income team dove into these reports and more in this week’s edition of the Week in Review. Read it all here.
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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.