Managed Asset Portfolios Monthly Webinar August 2025
Aug 25, 2025Join Michael Dzialo, President & Chief Investment Officer, along with Institutional Sales Advisor, Samuel Morley, as they focus on interest rates and the implications that they have for the economy and the markets. In the midst of shifting Federal Reserve policy and diverging global central bank strategies, this Q&A-style webinar addresses key investor concerns and delivers practical insights across the following areas:
The Federal Reserve & Inflation
How is the Fed balancing controlling inflation while supporting economic growth, as not all data supports cutting interest rates with inflation remaining near 3% but the labor market weakening?
Global Central Bank Divergence
How are global trends influencing U.S. interest rate decisions, given that the U.S., Europe, the UK, and Japan are no longer acting in unison?
Markets & Interest Rates
How will stock and bond markets react to the next phase of interest rate moves?
Long-Term Interest Rate Trends
What do we think the long-term trend for interest rates will be, given current government debt levels and the ongoing focus on promoting growth?
Government Debt Burden
How do lower interest rates affect the mounting U.S. debt load, and what are the real drivers for the economy?
Portfolio Strategy in Uncertain Times
How are we structuring client portfolios to navigate today’s difficult environment—balancing risk management with opportunities in equities, fixed income, and global markets?
Our investment team emphasizes the importance of diversification, active management, and maintaining a global perspective in navigating today’s complex financial landscape.
For further information and specific performance metrics, we encourage you to review the Strategy Fact Sheets. Please reach out to your MAP advisor if you have questions or topics you’d like addressed in future webinars.
