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 - 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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Reinhart Week in Review by Madison Investments 12.15.2023
Following the last Fed meeting of the year and November inflation numbers coming in slightly higher than expected, find out what Reinhart’s Fixed Income team thinks this means for markets. Read their Week in Review.
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Correlation: The Importance of Quality in Fixed Income Allocations
In portfolio construction, understanding how each investment or asset class complements one another can be your most valuable ally. Correlation can be analyzed between asset classes but also between segments of the same asset class. Within fixed income, for instance, credit quality will often dictate the relationship between a bond portfolio and the equity market.
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Madison Investments Named One of the Best Places to Work in Money Management for Second Consecutive Year
Madison Investments has been recognized as one of the 2023 Best Places to Work in Money Management, as announced today by Pensions & Investments.
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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.