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83 Tons Of Fraudulent Gold Aug 06, 2020

The last few months have continued to cement our conviction to avoid investment in China-based companies. The Senate passed a bill that could force the delisting of China-based stocks on U.S. exchanges.(i) The anti-CCP rhetoric has been ratcheted up to a fever pitch as November approaches. And...

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Introducing: Headlines From Across The MAP Aug 04, 2020

Investors have a content problem. The constant barrage of information – mostly useless noise – can be overwhelming. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Starting this week, we will be publishing a weekly curation of our favorite...

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Your Portfolio on Politics Jul 24, 2020

We are now less than four months away from the U.S. elections. Things have changed since our last analysis. We are due for an update.

The Democrats have the momentum going into the final stretch. COVID-19 and its fallout have put a significant damper on the Trump campaign. The...

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MAP Views Third Quarter 2020: Rebound Versus Recovery Jul 13, 2020

Stocks posted a sharp rebound during the second quarter, as investors bid up prices in anticipation that the economy would enjoy a sharper than expected bounce-back from depths of the COVID-19 nationwide shutdowns that occurred in late March and early April. Stock prices put in their best...

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Proceed With Caution Jul 08, 2020

These markets sure feel greedy. It is difficult, even in these times of quarantine, to avoid being asked about buying stocks in bankrupt companies. The recent insanity in capital markets has captivated much of the financial world. Anecdotes of borderline degenerate gamblers up 100, 200, 300...

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Value Investing Does Not Mean Low-Multiple Investing Jun 16, 2020

At the 73rd CFA Annual Conference, Aswath Damodaran, Professor of Finance at New York University’s Stern School of Business was asked for his thoughts on value vs. growth investing. His response:

If by value investing you mean investing in something (where) the price is less than the value,...

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MAP Webinar: Looking Beyond COVID-19: Who Wins and Who Loses? Jun 10, 2020

Watch recording of Webinar hosted by MAP’s President & Chief Investment Officer, Michael Dzialo where we share our thoughts and insights on the markets and the economy.

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Managed Asset Portfolios Now On Social Media Jun 10, 2020

 

ROCHESTER, Mich. – Managed Asset Portfolios, LLC (MAP) is now active on several social media platforms including Facebook, Twitter, and LinkedIn. MAP will be consistently posting articles and videos from MAP’s Investment Team. The links for these social media accounts can be...

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Is The Market Underestimating Long-Term Inflation Risk? May 27, 2020

China-U.S. tensions have been rising. Governments worldwide have jumped in to fill the economic gaps left by COVID-19. The Fed’s money printers have certainly been… whirring?

The worst pandemic in 100 years has shaken up economies, markets, and geopolitics. During world-changing...

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The Outsized Risk Of Investing In China May 07, 2020

In the face of a pandemic that has brought the world to its knees, Chinese markets have been outperforming the rest of the world. It may seem strange that the source of COVID-19 is leading the way for 2020. It may seem especially inappropriate given the international backlash towards the...

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MAP Views: Second Quarter 2020 Apr 06, 2020

Stocks began 2020 on an up note, with most major averages (both domestic and global)hitting record highs around mid-February. However, optimism accompanying these record highs quickly dissipated, as government actions designed to slow the spread of the COVID-19 virus took their toll on the...

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MAP Webinar: Investing During Periods of Uncertainty Q&A Session Mar 27, 2020

Watch as Managed Asset Portfolios Investment Team answers questions on investing in today's uncertain market environment.

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