RESEARCH & THOUGHT PIECES FROM OUR TEAM

During the first quarter, stocks marched higher, fueled by trillions in fiscal and monetary stimulus and continued expectations that a post-COVID-19 economy will be a strong one. A noteworthy rotation from growth to value that began late last year continued in the first quarter of 2021. Some...

Running a marathon is similar to being a Value investor, especially in recent years where it seems more like an ultra-marathon. Both activities are painful experiences that require the ability to suffer and persist through physically and emotionally straining times.

It can be difficult to decide on a strategy and investment team in a sea of performance statistics. There is no perfect statistic or number for selecting a specific strategy; however, we believe some measures can be useful. This essay will walk through the common metrics used when discussing...

Risk is all around us. After the events of 2020, it’s not surprising that the level and variety of risks we face have become more pronounced than ever.

China is the only major economy expected to report growth for 2020, helping it close the gap with the U.S. Lifted by its quick recovery from Covid-19, it has also expanded its role in global trade and shored up its position as the world’s factory floor.

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. Despite the vast amount of negative news, financial markets ultimately shrugged off...

It wasn’t just the Fed or the stimulus. The rise in savings among white-collar workers created a tide lifting nearly all financial assets.

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.

We’re living in a world of rapid change, where disruption is the norm and innovation is the only way to stay relevant.

Time to remake wage pattern with economic policies that generate robust wage-growth for vast majority.

Vast amounts of money are being shifted around based on strange and conflicting rules...

There are still 6 weeks or so left in the year but as of this moment the massive swing from huge losses to a gain will likely go down as the biggest stock market reversal in history.