RESEARCH & THOUGHT PIECES FROM OUR TEAM

Stocks marched higher during the fourth quarter as investors shrugged off mounting inflationary pressures, increasing prospects for higher interest rates next year, and a surge of new COVID-19 infections stemming from the fast-spreading Omicron variant. Investors applauded favorable corporate...

Americans have more money in their pockets than they ever have before. That sounds like really great news, but it isn’t, because the cost of living is rising much faster than our incomes are. In addition, much of the “new wealth” that has been created over the past couple of...

There was a huge merger in 2021: the combination of popular culture and modern finance. Tom Brady and Matt Damon were suddenly shilling for cryptocurrency exchanges. Digital tokens that started off as elaborate pranks represented tens of billions of dollars of paper wealth. And cartoon pictures...

The Covid years are littered with predictions that didn’t work out. For anyone looking ahead into 2022, that should be enough to give pause. Most forecasters, including Bloomberg Economics, have as their base case a robust recovery with cooling prices and a shift away from emergency...

While most savers recognize it is increasingly their responsibility to fund retirement rather than relying solely on a pension or Social Security, 43% worry about what will happen if Social Security runs dry, a separate survey by personal finance site MagnifyMoney found.

• The Economist: "Evidence...

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.

Americans are hoarding cash because of fatigue and uncertainty, with little chance the trend will reverse soon. Over the past two years, households have socked away close to $1.6 trillion in “excess savings,” or resources they otherwise wouldn’t have been able to save before the...

Bigger private-market bets, inflation fears and a surge of retirees are putting public retirement funds at risk of a cash crunch that would force them to sell assets at losses to pay pension checks.

• Yahoo Finance: "Elon Musk In Texas, Zuck In California: Here Is The Richest Person In Each U.S....

MAP US Multi-Cap Value Strategy

Minimum criteria for inclusion in Broadridge Best Money Managers:

I. Performance must be calculated "net” of all fees and brokerage commissions. This means after all...

ROCHESTER, MI November 19, 2021 - Managed Asset Portfolios, LLC (MAP) has been awarded Five-Star and Six-Star Top Guns distinctions for its U.S. Multi-Cap Value strategy for the 5-year period ending 3rd Quarter 2021 by Informa Financial Intelligence’s PSN manager database, North...

U.S. inflation rose at the fastest pace in three decades in October, with prices increasing more in some parts of the country than in others. Consumer prices were up 7.3% last month in the region that encompasses Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota and South Dakota....

Qualitative Interpretation of Quantitative Data

Over the many years we have worked together, the investment team of Managed Asset Portfolios has developed some unique tools that help us parse out what is most relevant in our infinitely complex global economy. When we identify a theme that is...