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Managed Asset Portfolios Monthly Roundtable - Webinar - July 2023 Jul 05, 2023

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...

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MAP U.S. Multi-Cap Value Strategy & Balanced Strategy In Broadridge Best Money Managers Jun 12, 2023

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...

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Artificial Intelligence (AI): A Secular Shift May 22, 2023

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...

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Managed Asset Portfolios Monthly Roundtable - Webinar - May 2023 May 10, 2023

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...

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MAP Views Second Quarter 2023 Apr 03, 2023

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...

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Managed Asset Portfolios Webinar - Questions & Answers - March 2023 Mar 27, 2023

Watch as MAP's President & Chief Investment Officer, Michael Dzialo, answers questions about the risks and opportunities in the current market, following the recent banking turmoil.

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SVB Financial Group: Echoes From Silicon Valley Mar 13, 2023

Reverberations of the 2008-2009 Great Financial Crisis (GFC) were felt throughout the stock and bond markets as news of SIVB’s demise dominated headlines. In less than 48 hours, Silicon Valley’s largest bank, which was trading over $300 per share just last month, collapsed on Friday...

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Managed Asset Portfolios Awarded “Top Guns Manager of the Decade” Designation Feb 27, 2023

Rochester, MI, February 23rd, 2023 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade designation for its U.S. Multi-Cap Value Strategy and Global Balanced Strategy for the 10-year period ending 12/31/2022, by Informa Financial Intelligence’s PSN...

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Value Versus Growth Jan 30, 2023

Executive Summary

  • Growth has outperformed value in eleven of the past fourteen years, but value has outperformed for the past two years (in 2022, value outperformed growth by 22.69%).1,2
  • Value and growth cycles are not short-term in nature; they typically last for years.
  • When inflation and...
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Headlines from Across the MAP Jan 26, 2023

A surge in hiring by American small businesses complicates the Federal Reserve’s effort to cool inflation. Small companies have been responsible for all of the net job growth in the U.S. since the onset of the Covid-19 pandemic and account for almost four out of five available job openings,...

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Headlines from Across the MAP Jan 12, 2023

Prices of services are rising quickly. Prices of goods are falling. Energy is all over the map. Policy makers and market watchers already strip out volatile components of price indexes to understand what is known as core inflation. These days, many are on the hunt for an even narrower measure: a...

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Headlines from Across the MAP Jan 05, 2023

Economist Campbell Harvey has had a winning track record since he showed in his dissertation at the University of Chicago decades ago that the shape of the bond yield curve was linked to the path of US economic activity.

U.S. recessions have been preceded by an inverted yield curve — when...

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