RESEARCH & THOUGHT PIECES FROM OUR TEAM

Join Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager and Senior Research Analyst, as they delve into the current economic climate, focusing on the impact of policy uncertainty and tariffs on market dynamics. They discuss how tweets and policy shifts from the executive branc...

Join Michael Dzialo, President and CIO, and Peter Swan, Portfolio Manager specializing in foreign markets, as they delve into the intricate dynamics of tariffs, the U.S. dollar, and global currencies, exploring how these factors influence international trade and investment strategies. With tariffs t...

Join us for this special edition webinar, where Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager, discuss recent significant developments surrounding DeepSeek, a Chinese AI company that has shaken the technology sector — particularly within AI — and its broader implications ...

Join us for Managed Asset Portfolios’ Monthly Roundtable, where Michael Dzialo, President and CIO, and Zachary Fellows, CFA, discuss the markets in 2024 and, more importantly, what lies ahead for 2025. They provide an in-depth analysis of core inflation and the factors driving premium valuations in ...

Join us for Managed Asset Portfolios’ Monthly Roundtable as Michael Dzialo, President and CIO, and Karen Culver, Senior Portfolio Manager, focus on the critical topic of stock market valuations, particularly between the U.S. and the rest of the World. They provide an in-depth analysis of how we got ...

Watch Managed Asset Portfolios’ Monthly Roundtable as Michael Dzialo, President and CIO, and Zachary Fellow, Portfolio Manager, discuss the market's performance in the aftermath of the election. They analyze the market rally and examine how political events can impact investment strategies. Tune in ...

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,...

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...

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...

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.

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.

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Peter Swan, Portfolio Manager, International Equities, discuss international markets with a particular emphasis on the Asia-Pacific region.