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 12.08.2023
An increase in payroll growth was a surprise when November employment numbers were released and Moody’s put a negative watch on China’s sovereign debt. Read about these stories in Reinhart Fixed Income’s Week in Review.
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Monthly Market Update - December 2023
After three dreary months of investment results, November produced the best stock and bond returns of the year. The S&P 500 Index returned 9.1%, pushing the year-to-date to 20.8%, while a sharp decrease in intermediate and long-term yields propelled a 4.5% gain in the Bloomberg U.S. Aggregate Bond Index. The result was a nice boost in portfolio values as we enter the holiday spending season.
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Reinhart Week in Review by Madison Investments 12.01.2023
Inflation reports came in as expected, the economy continues to chug along and rising rates have caused municipal bond issuance to slow throughout the year. Read all about these events in our Week in Review.
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Madison Investments Celebrates 50 Years with Ownership Transition to Employees December 1, 2023
MADISON, Wisconsin – Madison Investments Holdings Inc (“Madison Investments”), an independently-held investment management firm known for its expertise in actively managed, high-quality portfolios, celebrates 50 years in business under new majority ownership: its employees.
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Cash and Money Market Funds vs. Bonds: Which is Better?
In an environment where short-term yields are the same or higher than long-term yields, many investors are replacing traditional bond investments with cash. While both financial instruments are perceived to be “safe,” investors should consider two important factors when determining which is best for their portfolio: total return potential and reinvestment risk.
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The Monthly Mosaic | November 2023
Patrick Ryan, head of Madison Multi-Asset Solutions, looks at what opportunities the last month has presented investors as we have seen the equity markets rally and fixed income markets embrace the Fed's higher for longer mantra.
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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.