RESEARCH & THOUGHT PIECES FROM OUR TEAM

Stocks began the first quarter much as they ended 2025. Notably, foreign equities and currencies outperformed domestic equities and the U.S. dollar. However, global stock markets retreated in March as the oil complex and the dollar rallied following the start of the conflict in the Middle East. U.S....

Join our latest investment webinar as Michael Dzialo, President & Chief Investment Officer of Managed Asset Portfolios, discusses interest rates and recaps key developments shaping markets at the close of the first quarter of 2026, with a focus on evolving inflation dynamics and the challenges facin...

Join our latest webinar as Michael Dzialo, President & CIO, discusses market volatility driven by Middle East tensions, inflation trends, and key themes shaping our global investment strategy, while also addressing the challenges of managing investments during times of volatility.

He highlights how...

Join Michael Dzialo, President and CIO of Managed Asset Portfolios, as he reviews the latest economic data and key developments shaping the current market environment, including the Fed’s decision to hold rates and how ongoing Middle East tensions could impact oil prices and economic growth.

Michae...

In the world of stock market investing, there is a belief that when a company reveals one negative surprise, investors assume more problems are likely hiding beneath the surface—just like seeing one cockroach suggests there are many more you cannot see yet.

We believe the cockroach theory is unfold...

Join us for our latest webinar as Michael Dzialo, President & Chief Investment Officer, and Zachary Fellows, Portfolio Manager, discuss how recent military actions in the Middle East are shaping the global economic landscape and the importance of maintaining a well-diversified investment portfolio e...

Join Michael Dzialo, President and Chief Investment Officer of Managed Asset Portfolios, in our latest investment webinar, as he focuses on the economic and financial implications resulting from the heightened military action taking place in Iran and the neighboring Middle Eastern Countries.

For mo...

What truly defines a value stock manager?

According to Merriam-Webster, value is defined as the monetary worth of something, a fair return in exchange, or its relative importance, utility, and desirability.

Nasdaq defines a value manager as one who seeks to buy stocks that are at a discount to the...

Join Michael Dzialo, President and Chief Investment Officer of Managed Asset Portfolios, in our latest investment webinar recorded live from Osaka, Japan, as he discusses three key factors that have recently impacted the markets, including the Supreme Court’s decision striking down portions of the t...

Live from downtown Kyoto, join Michael Dzialo, President and CIO of Managed Asset Portfolios, as he breaks down Japan’s evolving economic landscape, highlighting the historical context of the asset bubble in the late 1980s, the subsequent deflationary period, and the current inflationary environment...

Join us for our latest webinar as Michael Dzialo, President & Chief Investment Officer, and Zachary Fellows, Portfolio Manager, take a deeper dive into quarterly earnings, including how the software space has been negatively affected by fears surrounding AI.

They review the latest S&P 500 earnings ...

Discover the key takeaways from earnings season in our latest webinar, as Michael Dzialo, President and Chief Investment Officer of Managed Asset Portfolios, reviews strong tech earnings, a looming government shutdown, and the impact of President Trump’s nomination of Kevin Walsh as Fed Chairman on ...