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 - September 2024
Americans with a stake in the stock market were once again rewarded in August, with the S&P 500 Index rising 2.4% for a year-to-date return of 19.5%. Bond investors were also pleased as medium and long-term interest rates dropped. Unlike much of the trailing year, stock returns were broad, outperforming results for the market-leading “Magnificent 7” stocks. These returns contributed to a boost in consumer confidence in August. Additionally, Fed Chairman Powell basically announced a pivot to lower rates beginning in September.
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Portfolio Manager Q&A - Mike Sanders
Mike Sanders, Head of Fixed Income, discusses expectations for the Fed’s next course of action, how investors might maximize yield, and strategies for managing fixed income investments amid economic uncertainty.
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Reinhart Week in Review by Madison Investments 8.30.2024
Chicago is facing a budget deficit of nearly $1 billion in 2025. Meanwhile, U.S. consumer spending is outpacing savings, inflation is moderating, and GDP has been revised higher. This week's Reinhart Week in Review discusses how these developments could impact markets.
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Market Expectations for Rate Cuts Have Changed: Now What?
Bonds have been repriced across the yield curve. So, now what? Do you choose "risk-free" cash over bonds, or do you consider two important risks that come with it?
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Commentary
Reinhart Week in Review by Madison Investments 8.23.2024
This week brought further indications of a rate cut in September, along with estimations that colleges have increased bond issuance by 97% this year. Find out what this could mean in the Reinhart Week in Review here.
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Reinhart Week in Review by Madison Investments 8.16.2024
From a surprising retail sales jump to a heated debate over public funding for Cleveland's stadium, the Reinhart Fixed Income team analyzes the investment implications in their 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.