RESEARCH & THOUGHT PIECES FROM OUR TEAM

President Trump’s long-awaited ‘Liberation Day‘ proved to be more draconian than most investors expected. Stocks and the U.S. dollar both responded by falling sharply. While many of the details need to be worked out, tariffs of 54% on goods coming from China (34% from reciprocal tariffs and 20% for ...

The first quarter of 2025 proved to be a volatile one for the financial markets and global currencies. Stock prices seemingly gyrated with every tweet and announcement from POTUS. Talk of tariffs sent U.S. stock prices lower, and the dollar higher. Whereas talk of delayed tariffs had the opposite ef...

Join Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager and Senior Research Analyst, as they delve into the current economic climate, focusing on the impact of policy uncertainty and tariffs on market dynamics. They discuss how tweets and policy shifts from the executive branc...

Since 2022, investors have largely been rewarded for snapping up the fastest growing companies, regardless of valuations. But with a potential cloud hovering over the U.S. economy, and the changing winds of a new administration in full swing, before buying, we believe it is finally time ask: “but at...

Recently, one of our analysts inherited a grandfather clock. It is a beautiful piece that we are guessing is from the 1960’s. It was bought with the first commission earned by his mother-in-law who was a real estate agent in northern Wisconsin. When tuned properly, the clock’s pendulum is nearly hyp...

Join Michael Dzialo, President and CIO, and Peter Swan, Portfolio Manager specializing in foreign markets, as they delve into the intricate dynamics of tariffs, the U.S. dollar, and global currencies, exploring how these factors influence international trade and investment strategies. With tariffs t...

Join us for this special edition webinar, where Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager, discuss recent significant developments surrounding DeepSeek, a Chinese AI company that has shaken the technology sector — particularly within AI — and its broader implications ...

For many of us in the Detroit metro area, disappointment does not even begin to describe the heart-wrenching loss that our beloved Lions took on Saturday. While fans and players should both feel proud of everything the team accomplished this season, and they are primed to contend for a title again i...

Join us for Managed Asset Portfolios’ Monthly Roundtable, where Michael Dzialo, President and CIO, and Zachary Fellows, CFA, discuss the markets in 2024 and, more importantly, what lies ahead for 2025. They provide an in-depth analysis of core inflation and the factors driving premium valuations in ...

Stocks posted a second consecutive year of stout advances as the Magnificent Seven (MAG 7) continued to outpace other securities. Equities, however, struggled in December as euphoria following the U.S. election wore off and prospects for lower interest rates in 2025 dimmed. Stocks suffered their lar...

Join us for Managed Asset Portfolios’ Monthly Roundtable as Michael Dzialo, President and CIO, and Karen Culver, Senior Portfolio Manager, focus on the critical topic of stock market valuations, particularly between the U.S. and the rest of the World. They provide an in-depth analysis of how we got ...

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. Tune in ...