RESEARCH & THOUGHT PIECES FROM OUR TEAM

Investors faced several daunting challenges during the first quarter. The war in Ukraine stole the spotlight during the second half of the quarter, but even before that tragedy began to unfold, the investment landscape was changing dramatically for investors. Inflation went from being...

Nearly half of millennials say they’re living paycheck to paycheck, up 6 percentage points from a year earlier, a new survey found. And with so little cash to spare, more millennial workers—those between the ages of 25 and 40—feel they can’t handle an unexpected financial...

Apparel retailers and department stores are bumping up against pockets of price resistance, a sign that consumers are curtailing spending as inflation remains at the highest level in four decades.

• The Wall Street Journal: "Shoppers Reach Their Limits on Some Price Increases"
• The Wall Street...

Michael Dzialo, President and CIO, is joined by Zachary Fellows, CFA, as they discuss the global macro environment, with a focus on the war in Ukraine, rising interest rates, and inflation. Messrs. Dzialo and Fellows will also review where the Investment Team is finding risks as well as where...

It was a lot more fun to be in your 20s in the ’70s than to be in your 70s in the ’20s. Not that I would know personally (yet), but this wry baby boomer lament, making its rounds on the internet, hits uncomfortably close to home.

• Barron's: "Don’t Expect an Investor Bailout...

As MAP president Michael Dzialo notes, “Sometimes history repeats itself, and sometimes we make history.” We are at one of those rare moments when history is being made. Can the Federal Reserve (the Fed) and our free-spending elected officials restrain themselves enough to bring...

Public pension funds had a median 61% of their assets in stocks as of Dec. 31, up from 54% 10 years ago, according to Wilshire Trust Universe Comparison Service. Since then, the Russia-Ukraine War and expectations that the Federal Reserve will raise interest rates this month have battered equity...

Small businesses are bearing the brunt of supply-chain pressures and rising prices, with many tapping their cash reserves or taking on debt just to compete with larger rivals.

• Bloomberg: "How the Russian-Ukraine War Threatens the Dollar's Dominance"
• Visual Capitalist: "The 50 Minerals Critical...

Rising Oil Prices Fuel Russian Aggression. What’s Next?

It’s tempting to blame Russia’s invasion of Ukraine on President Putin’s desire to rebuild an empire or at least elevate Russia’s geopolitical influence. We view the aggression as another example of how...

Meet the newly minted millionaires next door. They didn’t put all their money into a Microsoft-type stock that made them rich. They didn’t take a chance on speculating in cryptocurrency with its crazy volatility or start a business that they then sold to some billionaire.

• Visual...

Rochester, MI, February 22nd, 2022 -- Managed Asset Portfolios, LLC (MAP) has been awarded the Top Guns Manager of the Decade distinction for its U.S. Multi-Cap Value Strategy for the 10-year period ending Q4 2021, by Informa Financial Intelligence’s PSN...

The average U.S. household is spending an additional $276 a month because of inflation that is rising at its fastest rate in 40 years, a new economic analysis showed. The squeeze stems from higher prices across a range of products and services, including cars, gasoline, furniture and groceries.

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