RESEARCH & THOUGHT PIECES FROM OUR TEAM

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...

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...

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...

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...

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...

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...

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...

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...