Managed Asset Portfolios Monthly Roundtable April 8, 2026
Apr 09, 2026Join our latest investment roundtable as Michael Dzialo, President & CIO, and Zachary Fellows, Portfolio Manager, discuss the start of earnings release season, recent Middle East ceasefire developments, and the market outlook as we enter the second quarter of 2026.
The conversation shifts to the evolving economic backdrop, including the impact of rising energy prices, changing Federal Reserve expectations, and the ongoing debate around inflation and interest rate policy. Despite increased uncertainty and negative headlines, Wall Street analysts have continued to raise earnings forecasts—an outcome that challenges conventional expectations.
The roundtable emphasizes the importance of maintaining perspective during periods of heightened volatility, noting that markets often respond to both data and sentiment. A disciplined investment approach remains key, with a continued focus on fundamentals and avoiding reactionary decisions driven by short-term news cycles.
For more information and specific performance metrics, we encourage you to review our Strategy Fact Sheets. Please reach out to your MAP advisor, or email [email protected] if you have questions or topics you’d like addressed in future webinars.
