RESEARCH & THOUGHT PIECES

Our most recent Thought Piece discusses how the Investment Team utilizes covered calls and the criteria we set within our strategy. 

In this special election Thought Piece, the Investment Team discusses the U.S. election results and the potential impacts on the global economy, including inflation, as well as portfolio positioning.

In this edition of MAP Views, the Investment Team discusses interest rate actions by the Federal Reserve, the backdrop of the economy, including inflation, the upcoming U.S. elections, and portfolio positioning heading into the fourth quarter of 2024.

Are Wall Street’s stock recommendations as reliable as they seem? Empirical evidence suggests that less favored stocks on Wall Street tend to have better performance and lower drawdown vs. their highly adored counterparts.

The Investment Team discusses the at length the factors that may cause stock market declines.

In this special edition of MAP Views, the Investment Team discusses current market volatility as well as their positioning and thoughts on the economic backdrop.

In this edition of MAP Views, the Investment Team discusses their updated economic and stock market forecasts, including additional color on the upcoming U.S. elections.

Gain insight into navigating risk-on and risk-off markets. Learn about the influence of AI, inflation, and interest rates on your investment strategy, including the MAP Global Equity Composite.

In this edition of MAP Views, the Investment Team discusses their 2024 economic and stock market forecasts, including potential market reaction to the upcoming U.S. elections.

The Investment Team deciphers the market impacts of the 2024 elections, as more than 2 billion voters in 50 countries, including the U.S., head to the polls.

In this edition of MAP Views, we review 2023 market performance as well as bond market dynamics, as well as the Fed’s potential interest rate pivot.

The Investment Team discusses the interest rate environment and the dangers of timing the bond market via money market funds.

In this edition of MAP Views, we discuss our forecast for elevated inflation and higher for longer interest rates and potential impacts on the broader markets.

The Investment Team discusses the investment case of China in depth as the country finds itself in the headlines with increasing regularity.

With recent failures in the rearview mirror, banks are starting to grapple with potential losses from commercial real estate.

History has a reputation of repetition. Lessons learned from historic market events can provide investment professionals with a map to aid them in navigating through these periods.

This quarter's MAP Views discusses the Investment Team's thoughts on past and present performance drivers, as well as the risks facing the broader markets.

Artificial Intelligence is set to revolutionize a broad spectrum of industries. In this piece, we explore the secular shift, as we perceive the future as now.

This quarter’s MAP Views examines the Fed’s interest rate conundrum and its impacts on inflation, the Financial sector, the broad economy, and MAP’s strategies.

In less than 2 days, Silicon Valley’s largest bank was forced into receivership by the FDIC. In this piece we discuss its ramifications on the broader markets.

Value and growth stocks, driven by interest rates and inflation, move in cycles. Value appears to go through extended, multi-year cycles of outperformance.

In this quarter’s MAP Views, MAP’s Investment Team discusses third quarter performance, as well as our outlook for inflation, the economy and the broader markets going forward.

How tax-loss harvesting, when done right, can mitigate the tax burden for investors.

In this quarter’s MAP Views, MAP’s Investment Team discusses third quarter performance, as well as our outlook for inflation, the economy and the broader markets going forward.

Despite progress in the standard of living for the average working American, labor challenges continue with millions of workers deciding to quit their jobs. While economists have various prognostications regarding why, our current thought piece focuses on the rise of the cannabis industry.

Although we do not own FedEx (FDX) shares in any of our strategies, we believe it is a stock worth watching as a barometer of economic activity. This week’s thought piece discusses the implications of their recent earnings on the broad economy and the Fed’s ability to execute against their mandates.

Uncertainty surrounding the economy and current geopolitical conflicts coupled with a period of extreme partisanship in American politics has shaped the upcoming election into arguably the most important midterms in our nation’s history. Heading into these crucial elections ...

In this quarter’s MAP Views, MAP’s Investment Team discusses second quarter performance, as well as our outlook for inflation, the economy and the broader markets going forward.

Throughout our careers studying the financial markets, we have consistently seen how investors can fall victim to some of the most common behavioral biases and the negative effects they can have on long-term performance during volatile market conditions. To try and help navigate this challenging market environment, MAP’s Investment Team, led by Chief Investment Officer, Michael Dzialo and Portfolio Managers, Karen Culver and Pete Swan, sat down to answer some of the most common questions received over the past couple of months.

We review how U.S. Fixed Income Is Enduring One of The Worst Declines in History.

Fixed income investors will look back fondly on the 40-year bull market for bonds that ended in 2021. We’re in an entirely different market now, and while early, it’s the one we’ve been warning about for quite some time. 

This edition of MAP Views provides our thoughts on the rapidly changing investment landscape, the war in Ukraine, a potential bear market for bonds, high and rising inflation, as well as the Fed’s response to the uncertainty. It also discusses how we have positioned our portfolios in the face of unprecedented fixed-income volatility.

We review actions taken by the Fed and our elected officials in response to the COVID pandemic, trace the origins of the speculative excesses that investors began to unwind over January 2022 and discuss how MAP is preparing for this new chapter of economic history.

This edition of MAP Views provides a synopsis how key events in Russian/Soviet history coincide with changes in oil prices. We review key components of today’s Russian economy and consider how Russia’s actions will affect investors.

This edition of MAP Views provides a synopsis of market highlights during the first quarter. It also discusses what the investment team believes will be, potential opportunities, and risks for the markets for the foreseeable future.

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 persistent, pervasive, and thoroughly supported by evidence, we refer to it as a “thematic filter.”

This edition of MAP Views provides a synopsis of market highlights during the third quarter. It also discusses what the investment team believes will be, potential opportunities, and risks for the markets for the foreseeable future.

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 information at our fingertips. However, even with this connectivity, many investors stay rooted in their home country's stock investments.

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.

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 most negative potential economic outcomes.

A noteworthy rotation from growth to value that began late last year continued in the first quarter of 2021. Some of last year's biggest winners underperformed during the quarter, while investors gravitated toward some of last year's laggards. 

There is no perfect statistic or number for selecting a specific strategy; however, we believe some measures can be useful.

You certainly did not need 20/20 vision to see that 2020 was not an ordinary year. From a global pandemic, civil unrest to an election like no other, news headlines took many twists and turns throughout the year.

It seems that this election has stirred more emotions and captivated more voter interest than any other election in recent memory.

With the elections looming, we take a look at the market consequences of different scenarios on November 3rd

Despite the recent pullback in big tech names, the S&P 500 has been carried by the largest companies on the index.