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.
Videos
2024 Fixed Income Outlook
Head of Madison Fixed Income, Mike Sanders, shares what he is expecting from fixed income markets in the new year.
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Commentary
Reinhart Week in Review by Madison Investments 1.12.2024
December’s consumer price numbers came in slightly higher than expected, meaning a March rate cut by the Fed may be premature to achieve their 2% inflation goal. Read the Reinhart Fixed Income team’s Week in Review to learn more about this story and other news from the week.
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Portfolio Manager Q&A - Mike Sanders
With rate cuts on the horizon, Mike Sanders, Head of Madison Fixed Income, shares his approach to portfolio construction and key investment themes to consider in 2024.
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Monthly Market Update - January 2024
All it took to finish 2023 with a flourish was positive inflation news and a dovish Federal Reserve presentation in December that raised expectations for aggressive rate cuts in 2024. The S&P 500 Index rose 4.5% for the month, taking the annual return to a surprisingly robust 26.3%. Bonds also had a positive year, with the Bloomberg U.S. Aggregate Bond Index up 5.5%. Going forward, we see reasons for both optimism and caution.
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Reinhart Week in Review by Madison Investments 1.5.2024
Employment grew during December, a large Chinese bank filed for bankruptcy, and minutes from the last Fed meeting show that rate cuts are unlikely during the first quarter. Read the Reinhart Fixed Income team’s thoughts in their first Week in Review of the year.
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Why Accept More Risk for Comparable Yield?
As interest rates attract investors back to fixed income, investors must consider the risk and return tradeoff in their allocation and ensure they are adequately paid for risks, particularly duration. Many assume that longer-duration strategies will offer greater yield and total return potential than intermediate-term strategies. However, analysis of current valuations and historical performance patterns tells a different story.
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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.