RESEARCH & THOUGHT PIECES FROM OUR TEAM

Watch Managed Asset Portfolios’ Monthly Roundtable as Michael Dzialo, President and CIO, and Peter Swan, Portfolio Manager, delve into how gold remains a reliable investment in today’s market. They discuss the driving factors behind this trend, its historical significance, and how...

With the speed of information increasing exponentially over the past decades, it seems like Wall Street analysts’ stock recommendations hit the headlines daily. Investors often overreact to these reports, causing short-term, multi-billion-dollar swings in a company’s market value....

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Karen Culver, Senior Portfolio Manager, discuss the recent market volatility, including the dramatic shifts in performance over the past few weeks. They explore the key economic factors contributing...

Why do markets crash? What causes recessions? Well, the truth is that the economy does not die of natural causes - there is usually an offender to blame. Typically, recessions and market crashes are the result of a combination of deep, underlying issues that have been developing over time, and a...

A few short weeks ago, stock investors were partying like it was 1999, throwing caution to the wind, ignoring valuations and diversification, buying the hottest Artificial Intelligence (AI) story of the day, and, in many cases, employing massive amounts of leverage. But just because a handful of...

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Zack Fellows, CFA, discuss the market’s performance this year, market concentration and potential macro events that could drive performance in the back half of the year.

Stocks powered ahead during the first half of the year on the back of an unprecedented advance by Nvidia, despite a rise in interest rates. During the year's first half, the S&P 500 advanced about 15 percent, with about one-half of that return coming solely from Nvidia. Furthermore, AI-themed...

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Peter Swan, International Portfolio Manager, follow up on last month’s webinar and delve into the latest economic and electoral developments in Western Europe and North America.

 Risk-On or Risk-Off?

Investors, who contended with one of the Federal Reserve’s (the Fed) most aggressive rate hiking cycles since the 1980s, experienced a significant risk-off market in 2022 as both stock and bond markets grappled with the highest levels of inflation in forty years....

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Peter Swan, Portfolio Manager, International Equities, discuss international markets with a particular emphasis on the Asia-Pacific region.

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Karen Culver, Senior Portfolio Manager, discuss the current market environment and portfolio positioning in light of recent economic data coupled with the kickoff of earnings season.

“Be Fearful When Others are Greedy and Greedy When Others Are Fearful” - Warren Buffett

Broader stock market averages continued the advance that began during the previous three quarters. Moreover, the fourth quarter of last year was one of the best for stocks in recent years, as...