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 4.5.2024

Over 300,000 jobs were added in March, greatly outperforming the consensus estimate of 214,000. How does a robust labor market factor into the Fed’s rate cutting decision? The Reinhart fixed income team shares how they interpret the news in their weekly update. Read it here.

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Commentary

Monthly Market Update - April 2024

A strong and broad stock market in March added up to one of the best first quarter returns of the past decade, with the S&P 500 Index advancing 3.2% for the month and 10.6% for the quarter. The S&P 500 set numerous new closing highs, including one on the final trading day of March. This rally was largely a continuation of the bull market of 2023, driven by a stronger-than-expected economy, solid corporate earnings, expectations of Federal Reserve easing, and moderated, if somewhat sticky, inflation.

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Videos

Portfolio Manager Q&A - Bill Ford

Fixed Income portfolio manager, Bill Ford, looks at what investors can take away from the latest Fed expectations and highlights areas across the market where he and the team are finding opportunities and adding value.

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White Papers

Mid Cap Stocks: An Opportune Time to Allocate to this Overlooked Asset Class?

Coming out of a downturn, mid caps have historically outperformed large and small caps. In this article, we review the characteristics, attributes, and performance track record of this overlooked asset class.

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Commentary

Reinhart Week in Review by Madison Investments 3.22.2024

In their Week In Review, the Reinhart Fixed Income team discusses the Fed’s reaction to higher-than-expected inflation data, the end of Japan’s negative interest rate policy, and more.

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White Papers

The Case for Covered Calls: Premium Income & Hedged Equity

Covered call writing is a time-tested approach that can add income, dampen volatility, and diversify both equity and fixed income core strategies. Download our Guide to Covered Call Strategies to learn how covered calls work, their benefits and risks, how they perform in varying markets, and more.

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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.