RESEARCH & THOUGHT PIECES FROM OUR TEAM

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Karen Culver, Senior Portfolio Manager, discuss the current market environment and portfolio positioning in light of recent economic data coupled with the kickoff of earnings season.

Watch Managed Asset Portfolio’s Monthly Roundtable as our Investment Team reflects on the first quarter, discussing the best and worst performing sectors and how that translated into geographical performance. The Team also delves into the U.S. economy, inflation and what to expect from the Fed.

Watch Managed Asset Portfolio’s Monthly Roundtable as our Portfolio Management Team utilizes a top-down perspective overlaid with their long-term thematic filters to discuss in detail current sector positioning and the rationale for their active sector investments.

Watch Managed Asset Portfolio’s Monthly Roundtable as our Investment Team discusses their outlook for 2024. The team dives into our thoughts on the U.S. and global economy and our belief that the current market expectations for interest rate cuts and lower inflation are too optimistic. Lastly, the t...

Watch Managed Asset Portfolio's monthly roundtable as our Investment Team takes a look back at the markets during 2023. The team reviews the impact of the Magnificent Seven, market timing, and the importance of keeping a long-term perspective. Finally, the team discusses the impact of the Federal Re...

Watch Managed Asset Portfolio’s monthly roundtable as our Investment Team discusses investment implications from the Middle East tragedies and how best to navigate through these times.

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include interest rates, inflation, our current fixed income positioning, and the potential impact from a government shutdown. This is an excellent opportunity to hear from...

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include the most recent quarterly earnings, the economy, and the current state of the stock market. This is an excellent opportunity to hear from our team and get their la...

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include the AI market rally, companies incorporating AI, and the difficult decisions facing the Fed. This is an excellent opportunity to hear from our team and get their l...

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include: the recent banking turmoil, quarterly earnings, artificial intelligence, and the upcoming debt limit. This is a great opportunity to hear from our team and get th...

Watch as MAP's President & Chief Investment Officer, Michael Dzialo, answers questions about the risks and opportunities in the current market, following the recent banking turmoil.

Watch this brief webinar hosted by MAP’s President and Chief Investment Officer, Michael Dzialo, and International Portfolio Manager, Peter Swan, as we discuss the rise of the U.S. dollar.