RESEARCH & THOUGHT PIECES FROM OUR TEAM

The White House, hoping to make good on Biden’s campaign promises ahead of the 2022 midterm elections, has billed the plan as a generational investment. The Senate overwhelmingly approved the $1 trillion infrastructure bill earlier this month in an effort to rebuild the nation’s...

Although no economy is the same and there are relevant differences between the Japanese and the US or European macro setup, we can learn quite a few things by studying what happened in a jurisdiction that experimented with QE and ‘‘QE + fiscal’’ already 20-30 years ago.

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The rise of Robinhood and the frenzy surrounding GameStop Corp. earlier this year signaled the growing importance of retail investors. The stock market had been largely dominated by institutional investors since the crash of 2008, but Covid-19 and the Federal Reserve’s accommodative...

The biggest wildcard for U.S. inflation over the next year doesn’t come from used cars or airline fares. Instead, it is housing.

• The Wall Street Journal: "Rising Rents Pose Risks to the Fed’s Inflation Outlook"
• Verdad: "Are Financial Crises Predictable"
• Reuters: "Global Venture...

A handful of powerful companies control the majority market share of almost 80% of dozens of grocery items bought regularly by ordinary Americans, new analysis reveals.

• The Guardian: "Revealed: The True Extent of America's Food Monopolies, and Who Pays the Price"
• Bloomberg: "Are Stratospheric...

Watch Managed Asset Portfolios President and CIO Michael Dzialo and Zachary S. Fellows, CFA Assistant Portfolio Manager and Senior Research Analyst, discuss how we view the economy, our outlook on inflation, and other secular trends impacting the market.

Workers saw their hourly pay in June jump at the fastest clip in more than a decade. Yet some of them saw those gains erased by high levels of inflation.

The entire auto industry has been hobbled for months by the worldwide shortage of semiconductor chips, which has prevented manufacturers from producing enough vehicles to meet the demand from Americans eager to spend their pandemic savings and stimulus checks. As a result, many dealerships are...

Wall Street investors have bought into the Federal Reserve’s assurances that higher inflation won’t last, but a looming trend will test their composure over the coming months: soaring home and rental costs.

MAP Webinar hosted by MAP’s President & Chief Investment Officer, Michael Dzialo.   
Watch recording where we share our thoughts and insights on the markets and the economy.

China’s debt has grown dramatically over the past decade and is one of the biggest economic challenges confronting the ruling Chinese Communist Party, which turns 100 this week.

Stocks marched higher during the past three months, marking the fifth consecutive quarterly advance since the pandemic-induced crash last year. Value stocks continued their upward momentum but did give up some of their gains relative to growth stocks in June. The latter were bolstered by interest...