RESEARCH & THOUGHT PIECES FROM OUR TEAM

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...

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....

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...

A few short weeks ago, stock investors were partying like it was 1999, throwing caution to the wind, ignoring valuations and diversification, buying the hottest Artificial Intelligence (AI) story of the day, and, in many cases, employing massive amounts of leverage. But just because a handful of...