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.
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.
Read MoreCommentary
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.
Read MoreWhite 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.
Read MoreCommentary
Reinhart Week in Review by Madison Investments 3.15.2024
This week our Reinhart team looked at inflation reporting supporting the Fed's case for delaying interest rate cuts, the Bank of Japan trending towards taking rates positive, and declining tax revenue across many states. Read all their thoughts here.
Read MoreWhite Papers
Why Bonds Now?
Traditionally, fixed income has played three important roles in asset allocation: principal preservation, steady income, and risk reduction. However, pandemic-induced monetary and fiscal stimulus decreased the appeal of bonds due to low yields and interest rate risks. Today, these key attributes of bonds have returned, and investors can expect their fixed income allocation to fulfill its traditional role in a portfolio.
Read MoreVideos
Understanding the Complexities of Insurance Investment Management
Read More
“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.