RESEARCH & THOUGHT PIECES FROM OUR TEAM

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...

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include the most recent quarterly earnings, the economy, and the current state of the stock market. This is an excellent opportunity to hear from our team and get...

Life is not linear; you have ups and downs. It's how you deal with the troughs that defines you. Much like life, performance measurement is a process, not an event. It's a flowchart, not a checkbox. As a long-term value manager, we have specific processes in place geared towards generating...

The first half of 2023 was a bifurcated one for the broader markets. Headline numbers for the broad indices posted impressive double-digit returns; however, a handful of large-cap technology stocks drove these returns. This was most evident in the Nasdaq Composite which was up 32.3% for the first...

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include the AI market rally, companies incorporating AI, and the difficult decisions facing the Fed. This is an excellent opportunity to hear from our team and...

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. This is driven by our process, deep intellectual capital and a...

Until the release of ChatGPT (Generative Pre-trained Transformer) in late 2022, artificial intelligence (AI) developments largely flew under the radar. Although AI has existed in some form since the 1950s, it was perhaps more prominently featured in science fiction than in the everyday lives of...

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include: the recent banking turmoil, quarterly earnings, artificial intelligence, and the upcoming debt limit. This is a great opportunity to hear from our team...

Who's On First?

When the quarter began, all eyes were on the Federal Reserve (the Fed). The question on everyone's mind was how high is the Fed willing to push rates to drive inflation back to their stated two percent target? The Fed had already slowed its cadence from 75 basis points in November...