The Monthly Mosaic | February 2023
Patrick Ryan, head of Madison Mult-Asset Solutions, discusses the current state of the economy in his monthly interview series. He notes that economic data points have been hotter than expected, leading to a twist in overall market expectations. The equity market has seen a more speculative element with higher-risk stocks performing well, while energy utilities and staples have done poorly, and uncertainty in the economy and markets call for caution and a focus on quality asset allocation decisions.
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2023 Fixed Income Outlook
The 4th quarter capped a difficult 2022 for financial markets. The Federal Reserve’s (Fed) campaign to combat a historic rise in inflation left investors with few hiding places from broadly negative returns. As we begin 2023, we survey a fixed income landscape with meaningfully higher yields, wider credit spreads, and further expected Fed tightening.
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Quarterly Mosaic Update | 4Q 2022
Madison's Multi-Asset Solutions team review the end of 2022 and look at what the new year may bring.
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The Monthly Mosaic | December 2022
In our December Monthly Mosaic, Head of Multi-Asset Solutions, Patrick Ryan, looks back on a year where inflation and Fed action were prominent themes, and ahead to what 2023 may bring.
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Madison Fixed Income Philosophy and Approach
Portfolio Managers Mike Sanders and Chris Nisbet give an overview of fixed income at Madison Investments.
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Madison Multi-Asset Solutions Philosophy and Approach
Portfolio managers Patrick Ryan and Stuart Dybdahl share the team's philosophy and approach to multi-asset investing.
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Madison Dividend Income Philosophy and Approach
Dividend Income portfolio manager, Drew Justman, lays out the team's underlying methods and rationale behind the strategy.
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Madison Mid Cap Philosophy and Approach
Portfolio managers Haruki Toyama and Andy Romanowich describe the team's approach to investing.
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