RESEARCH & THOUGHT PIECES FROM OUR TEAM

U.S. Presidential Election

In every corner of America, discussions about the 2024 presidential election echo, yet within this widespread attention lies the paradox that, for all the chatter, the outcome might not wield the expected impact. Controversial, perhaps, but Warren Buffet explained the...

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....

Investors embraced risk throughout 2023, as they speculated that the Federal Reserve (the Fed) would pivot from their tightening stance that has been in place since March 2022, to one of easing. From a stock market perspective, the year can be summarized in two words: Magnificent Seven (aka Mag...

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...

MAP U.S. Multi-Cap Value Strategy

MAP Balanced Strategy

“Our strong long-term relative performance speaks to our team's ability to navigate through global economic triumph and turbulence during full market cycles. It also underlines the importance of diversification. This is driven...

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.

We have often discussed the risks inherent in market timing. While in the past we have centered these discussions around the stock markets, the same holds true for other asset classes. As a reminder, market timing entails making buy or sell decisions based on predictions of short-term market...

Stock prices moved lower during the third quarter of 2023 as progress on the inflation front slowed, and investors began to digest the likelihood of more interest rate hikes. As we have noted in previous MAP Views, we believe it will be challenging for the Federal Reserve (the Fed) to guide...

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...

During the firm’s two-decade-plus history of managing global portfolios, we cannot begin to count how often clients and prospects have questioned us on our avoidance of purchasing mainland China stocks. Clients often cite a vast population, growing middle class, and "cranes in the skylines"...

MAP U.S. Multi-Cap Value Strategy

“Our strong long-term relative performance speaks to our team's ability to navigate through global economic triumph and turbulence during full market cycles. This is driven by our process, deep intellectual capital and a portfolio management team who has...

While still lingering in the air of an unkept house, the dust has seemingly settled following the banking panic earlier this year, which saw the collapse of the European banking giant Credit Suisse, and the 2nd, 3rd, and 4th largest bank failures in U.S. history. Credit Suisse’s failure...