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 - February 2025
The tailwinds of a strong 2024 combined with optimism for 2025 gave the stock market a broad boost in January, with the S&P 500 Index up 2.8%. Real GDP growth for 2024 is now projected at about 2.8%, well above the long-term trend of 2%, and for another year of 2%+ growth in 2025. Fourth quarter S&P 500 corporate profits showed a robust 13% year-over-year growth rate. The job market remained solid, consumer spending held strong, and manufacturing, long in contraction, began to slowly work its way back to growth.
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2025 Outlook & Positioning
What does 2025 hold for investors? US economic resilience, a strong dollar, and higher-for-longer rates remain dominant themes - but shifting economic policies could bring new market dynamics. Head of Multi-Asset Solutions, Patrick Ryan, and Portfolio Manager Stuart Dybdahl, share key insights on how to navigate the year ahead.
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Reinhart Week in Review by Madison Investments 01.31.2025
GDP growth for the fourth quarter missed expectations, but strong consumer spending suggests future growth. As expected, the Fed paused rate cuts. Read about this and more in the Week in Review by the Reinhart Fixed Income Team.
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Reinhart Week in Review by Madison Investments 01.24.2025
Municipal bond issuance reached a record of $507 billion in 2024 - almost 32% higher than in 2023. This week’s Week in Review discusses issuance projections for 2025 and recent policy rate changes by The Bank of Japan.
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Reinhart Week in Review by Madison Investments 01.17.2025
The Reinhart Fixed Income Team explores how December’s lower-than-expected CPI data, strong 2024 retail sales, and global economic challenges could influence market trends in this Week in Review.
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2024 Year-End U.S. Equity Letter from Haruki Toyama
Haruki Toyama, Portfolio Manager and Head of Large and Mid Cap Equity, shares his perspective on market performance, the 'Elite Eight', and new investments.
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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.