RESEARCH & THOUGHT PIECES FROM OUR TEAM

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 Republicans...

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 indicators,...

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 Governor ...

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 gold is integrated...

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. While an analyst’s...

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 to these...

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 maj...

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 tec...

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Zack Fellows, CFA, discuss the market’s performance this year, market concentration and potential macro events that could drive performance in the back half of the year.

Stocks powered ahead during the first half of the year on the back of an unprecedented advance by Nvidia, despite a rise in interest rates. During the year's first half, the S&P 500 advanced about 15 percent, with about one-half of that return coming solely from Nvidia. Furthermore, AI-themed stocks...

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Peter Swan, International Portfolio Manager, follow up on last month’s webinar and delve into the latest economic and electoral developments in Western Europe and North America.

 Risk-On or Risk-Off?

Investors, who contended with one of the Federal Reserve’s (the Fed) most aggressive rate hiking cycles since the 1980s, experienced a significant risk-off market in 2022 as both stock and bond markets grappled with the highest levels of inflation in forty years. The introduc...