Shows / The Issue at Hand by Madison Investments
The Issue at Hand by Madison Investments
Each month, we tackle one critical investment question shaping markets today. In a focused, unscripted conversation, we break down what’s driving the issue at hand and what the bond market is signaling. We then translate those insights into a clear, practical framework you can use to navigate client conversations and portfolio decisions with confidence.
Learn more: https://madisoninvestments.com/the-issue-at-hand/
Episodes
- The Issue at Hand by Madison Investments
Market Brief: Fed Holds Rates Steady…Now What?
The Federal Open Market Committee (FOMC) held the federal funds rate steady at its October meeting, suggesting that more time and “the accumulation of more…
- The Issue at Hand by Madison Investments
Benchmark Illusion: When Managers Deviate from the Index
A bond fund’s benchmark can provide insight into what a portfolio may invest in and the risk and return characteristics it may exhibit. Selecting the right…
- The Issue at Hand by Madison Investments
Market Brief: Warsh’s Fed Delivers Rate Hike
The Federal Open Market Committee (FOMC) delivered a 25 basis point rate hike at its September meeting, following through on Chairman Warsh’s tough stance on…
- The Issue at Hand by Madison Investments
Don’t Judge A Bond By Its Coupon
At any given time, the bonds in a portfolio may have coupon rates above or below current market rates. When interest rates move, clients may question why their…
- The Issue at Hand by Madison Investments
Market Brief: Bond Market Takeaways from Jackson Hole
At the Federal Reserve’s annual Jackson Hole Symposium, Chair Kevin Warsh delivered a hawkish speech that reinforced the Fed’s commitment to a hard 2%…
- The Issue at Hand by Madison Investments
Private Credit: How Early Success Created Today’s Risks
Private credit was originally developed to finance loans that were too complex, illiquid, or long-term for traditional banks and public bond markets. It filled…
- The Issue at Hand by Madison Investments
Market Brief: What’s Really Driving the 10-Year Treasury?
The recent jump in the 10-Year Treasury has reshaped the fixed income landscape, driving a steeper yield curve and creating new opportunities for bond…
- The Issue at Hand by Madison Investments
Skill or Luck? Measuring the Value of Active Management
In fixed income, as in all investing, returns are generated by assuming some level of risk. Selecting a fund manager that outperforms similar managers or a…
- The Issue at Hand by Madison Investments
The Warsh Fed: A New Playbook for Bond Investors?
The Federal Open Market Committee (FOMC) held interest rates steady at their June meeting as inflation remains above the Fed’s target and the labor market…
- The Issue at Hand by Madison Investments
Market Brief: Previewing a Pivotal FOMC Meeting
When the Federal Open Market Committee (FOMC) convenes for its June 16-17 meeting, all eyes will be on how new Fed Chair Kevin Warsh communicates policy amid a…
- The Issue at Hand by Madison Investments
Active or Passive: How to Align Bond Allocations to Investor Goals
When does it make sense to use active management over bond ladders or index funds? And how should investors think about the tradeoff between fees, flexibility…
- The Issue at Hand by Madison Investments
Fixed Income, in a Language Clients Understand
Most clients have a solid understanding of stock investing - you invest in equity ownership shares of a company for the potential of price appreciation or…
- The Issue at Hand by Madison Investments
Introducing the Issue at Hand by Madison Investments
Introducing The Issue at Hand – a new fixed income series focused on the questions shaping markets today. Meet your hosts, Regional Investment Director Chris…