RESEARCH & THOUGHT PIECES FROM OUR TEAM

MAP U.S. Multi-Cap Value Strategy

“We are pleased to be recognized once again for our Strategy’s performance. We believe investors still understand the importance of including value exposure in their portfolios. While human nature is to seek out managers who have recently...

Watch Managed Asset Portfolios’ Monthly Roundtable as Michael Dzialo, President and CIO, and Zachary Fellow, Portfolio Manager, discuss the market's performance in the aftermath of the election. They analyze the market rally and examine how political events can impact investment strategies....

Thanks to favorable market conditions led by advancing technologies, the stock market has been defined by strong returns over the past several years. Over the same period, volatility surges have also come to define the market, as stocks trading at historically high valuations are increasingly...

What is the difference between a political pollster and a weather forecaster?

The weatherperson sometimes gets it right. 

Yet again, the political pollsters got it wrong. Donald Trump won the U.S. Presidency, convincingly, defying the pollsters, who forecasted a neck-and-neck race. The...

Managed Asset Portfolios invites you to watch our latest Monthly Roundtable from October 2024, where Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager, discuss critical topics such as inflation, interest rates, and recent economic trends. They examine key economic...

During the third quarter, the biggest question on investors' minds was whether the Federal Reserve (the Fed) would cut 25 or 50 basis points at their September meeting. With one dissenting vote, the Fed surprisingly cut rates by 50 basis points, marking the first split vote since 2005. Fed...

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....

MAP U.S. Multi-Cap Value Strategy

“We are pleased to be recognized once again for our Strategy’s performance. We believe investors still understand the importance of including value exposure in their portfolios. While human nature is to seek out managers who have recently...

Rochester, MI, August 22, 2024 -- Managed Asset Portfolios, LLC (MAP) achieved Top Guns status for its U.S. Multi-Cap Value Strategy for the quarter ending 06/30/2024, by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment...

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...