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 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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Commentary
Reinhart Week in Review by Madison Investments 8.9.2024
This week saw significant market turmoil on the heels of the Bank of Japan’s hawkish hike. The Reinhart Fixed Income team breaks down investment implications in their Week In Review.
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Investing with a Business Owner Mindset
Mid Cap portfolio manager, Andy Romanowich, explains how to approach stock investing with a long-term, business owner mindset. Watch the video and read how Madison Investments uses this philosophy here.
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Monthly Market Update - August 2024
July was a month of twists and turns -- and not just in presidential politics. Within the markets, the byword was rotation as large tech faltered and small and mid cap stocks revived. It took a final day rally to push the S&P 500 positive, rising 1.2% for the month, bringing the year-to-date return to 16.7%. After years of underperformance, small stocks leaped to the head of the class, with the Russell 2000 rising 10.2%, constituting the bulk of the index’s 12.1% year-to-date advance.
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Portfolio Manager Q&A - Haruki Toyama
Haruki Toyama, Head of Mid and Large Cap Equity, discusses current market trends, the impact of AI, and the team's unwavering philosophy for identifying opportunities in ever-changing market conditions.
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Reinhart Week in Review by Madison Investments 8.2.2024
This week the Federal Reserve unanimously voted to leave rates unchanged, employment markets came in below expectations while unemployment accelerated more than predicted. Read how Reinhart Fixed Income thinks this will impact markets.
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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.