Are investors being adequately compensated for taking on risk in fixed income? In our quarterly update, Head of Fixed Income, Mike Sanders, explains why this should be top of mind for investors and advisors heading into 2025: https://lnkd.in/gFwVth_f
Madison Investments
投资管理
Madison，Wisconsin 2,967 位关注者
Excellence in Investment Management and Solutions since 1974
关于我们
Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974. In that time, Madison has grown from a local firm into a manager entrusted with approximately $28 billion in assets across a suite of mutual funds, active ETFs, managed accounts and customized portfolios. The catalyst for Madison’s growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly-credentialed portfolio managers, analysts and traders share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams. These distinct teams include U.S. Equity, Fixed Income, Multi-Asset Solutions, and International Equity. In addition to the separately managed accounts overseen by these teams, Madison Investments builds customized portfolios and solutions for institutions and non-profits.
- 网站
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https://www.madisoninvestments.com
Madison Investments的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- Madison，Wisconsin
- 类型
- 私人持股
- 创立
- 1974
- 领域
- Fixed Income、U.S. Equities、Multi-Asset Solutions、International Equity和Covered Call
地点
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主要
获取路线
550 Science Dr
US，Wisconsin，Madison，53711
Madison Investments员工
动态
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We’re celebrating 50 years of Madison Investments this year! Steve Carl, Chair of the Executive Committee, recently sat down to reflect on his 21+ year journey with the firm. Check out the full interview for an inside look at the values, vision, and culture that have steered Madison Investments for over five decades – and what will be required to continue to evolve and grow in the future: https://lnkd.in/gCNWYZHK
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Read this week's Monday Mosaic by Multi-Asset Portfolio Manager, Stuart Dybdahl, CFA, CAIA, here:
As we start the week, here's what's top of mind for us: Volatility increased over the back half of last week, reversing some of the post-election enthusiasm as the Fed chairman Jerome Powell mentioned that the economy is not sending signals that the Fed needs to be in a hurry to lower interest rates. ? ??Accepting this comment at face value suggests that the interest rate markets were too aggressive in their pricing of Fed rate cuts. Yields moved higher throughout the week as the markets recalibrated to a greater probability of a slower rate-cutting cycle. This recalibration sent the US Dollar higher, weighing on asset prices. ? ??We acknowledge that the economy has been impressively resilient throughout the most recent monetary tightening campaign, and the fact the financial stress indices are no higher today than they were at the start of the rate-hiking campaign is curious, to say the least. ? ??Putting this together, we believe we’re in an environment where interest rates will be structurally higher than they were for the last decade and a half. ? Read more here: https://lnkd.in/gDAxvWiX
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This week, the Reinhart Fixed Income team discusses both the Consumer Price Index and retail sales rising in October, as well as the current expectations for a Fed rate cut. Read more in their Week in Review: https://lnkd.in/g4VZ3VW6
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We're #hiring a new Operations Associate in Madison, Wisconsin. Apply today or share this post with your network.
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What's the outlook for dividend payers? Dividend Income Portfolio Manager, Drew Justman, shares his insights on where the opportunities lie. Learn more about our approach to the Dividend Income Strategy here: https://lnkd.in/dUaCD3Ju
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Multi-Asset Portfolio Manager, Stuart Dybdahl, CFA, CAIA, shares his insights for this week here: https://lnkd.in/g4rRejsm
Here's what's top of mind for this week: Equity markets posted a strong week, welcoming a smooth presidential election process after a growing sense of uncertainty on when we might receive the results, regardless of who won. Read more in our weekly update: https://lnkd.in/gqgy-vGq ? ??Fixed income markets reacted differently, as the prospect of lower taxes combined with a massive Federal deficit drove interest rate volatility higher. ? ??Provided that one party now holds a majority in both chambers of Congress, small business uncertainty will likely fall (after reaching all-time highs in the last couple of months). Their confidence (which has been at levels consistently associated with recessions) will likely rise as tax policy and regulation are anticipated to be more business-friendly in the years ahead. ? ??Mid and small cap companies have underperformed the mega cap stalwarts over the past several years. This trend could reverse like we saw last week, as growing confidence levels and attractive relative valuations could set the stage for sustainable outperformance moving forward.
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Recent U.S. election results have sparked notable shifts in equity and fixed-income markets, as investors weigh the impact of the next administration on the market and Fed policy. In this week’s Week in Review, Reinhart Fixed Income explores how this week’s major events and global developments are shaping the financial landscape: https://lnkd.in/geF-4BQW
Reinhart Week in Review by Madison Investments 11.8.2024 - Madison Investments
madisoninvestments.com
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October saw the S&P 500 dip -0.9%, while the 10-Year Treasury surged, impacting mortgages and the federal deficit. With Fed cuts, policy changes, and potential re-inflation ahead, there is uncertainty in the months to come. In our monthly letter, we explore the potential impacts of these trends on investors: https://lnkd.in/gMHmTepf Ready to stay in the know? Subscribe to our Monthly Market Updates: https://lnkd.in/gXu3CGeq
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Investors have been showered with gains since late 2022, but not all stocks joined the rally. Multi-Asset Portfolio Manager, Stuart Dybdahl, CFA, CAIA, shares insights on how financial conditions may impact opportunities for smaller companies—and the risks if rates or energy prices rise. Watch the full quarterly recap here:??https://lnkd.in/g-qMzPYQ