RESEARCH & THOUGHT PIECES FROM OUR TEAM

Rising Oil Prices Fuel Russian Aggression. What’s Next?

It’s tempting to blame Russia’s invasion of Ukraine on President Putin’s desire to rebuild an empire or at least elevate Russia’s geopolitical influence. We view the aggression as another example of how...

Rochester, MI, February 22nd, 2022 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade distinction for its U.S. Multi-Cap Value Strategy for the 10-year period ending Q4 2021, by Informa Financial Intelligence’s PSN...

Stocks marched higher during the fourth quarter as investors shrugged off mounting inflationary pressures, increasing prospects for higher interest rates next year, and a surge of new COVID-19 infections stemming from the fast-spreading Omicron variant. Investors applauded favorable corporate...

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

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...

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...

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...

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.

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.

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...

In May of 2020, we wrote about the potential for an uptick in inflation. As the world continued to grapple with the coronavirus, the United States attempted to thread the economic needle. Record-breaking fiscal stimulus was passed in record time. Thankfully, the U.S. has been able to avoid the...

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