RESEARCH & THOUGHT PIECES FROM OUR TEAM

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...

Whether you knew it or not, the new space race that’s unfolding is about Internet access. Since 2019, Elon Musk’s SpaceX has put more than 1,000 of its Starlink satellites into low-earth orbit as part of a plan to provide broadband Internet to undeserved communities around the world.

Rising prices eat away at the purchasing power of your assets. But taking on more risk to fight inflation can do more harm than good.

• The Wall Street Journal: "The Megaships That Broke Global Trade"
• The Wall Street Journal: "How Does Eric Church Keep Touring in the Pandemic? With a One-of-a-Kind...

California’s Port of Los Angeles is struggling to keep up with the crush of cargo containers arriving at its terminals, creating one of the biggest choke points in the global supply-chain crisis.

• Institutional Investor: "Muddy Waters’ Carson Block Says Wall Street Is...

By now, you’ve noticed. Your corner CVS is full of eerily empty shelves and low on detergent. West Elm says it will be months before you can get that one coffee table. There’s a wait list for the Nikes your hypebeast boyfriend has been coveting. Thanks to the disruptions in global...

The middle 60% of U.S. households by income -- a measure economists often use as a definition of the middle class -- saw their combined assets drop to 26.6% of national wealth as of June, the lowest in Federal Reserve data going back three decades. For the first time, the super rich had a bigger...

September marked the worst performing month for stocks since the pandemic-induced swoon in March 2020. Last month’s market decline ended a seven-consecutive month winning streak for the S&P 500. Historically, September has proven to be the worst month for stocks over the past 10 and 20...

The rising shipping costs, in combination with unprecedented supply chain challenges and high demand, have forced some companies to take matters into their own hands to ensure they have the products they need in a timely fashion.

• The Wall Street Journal: "Robots Take Over Italy’s Vineyards...

Anyone who's ever tried to cook an elaborate dish only to be foiled by a missing ingredient can appreciate what manufacturers are wrestling with a year and a half into the pandemic. Many are stuck waiting for crucial parts that are out of stock or stuck in transit.

• NPR: "How A Single Missing...

Western housing shortages do not just prevent many from ever affording their own home. They also drive inequality, climate change, low productivity growth, obesity, and even falling fertility rates.

• Works In Progress: "The housing theory of everything"
• Bloomberg: "If Your CEO Talks Like Kant,...

For decades, Americans have enjoyed falling prices for cars, electronics and furniture. Until the Covid-19 pandemic, that is. For the past year, prices for durable goods have been rising—and not just by a little. Whether those prices come back down is a key part of the puzzle facing the...

As investors, we know the world is more interconnected than ever before. Social media allows us to connect with people from all over the globe: Zoom enables seamless video communication anywhere there is a data connection: Apple and Google have created platforms that put endless amounts of...