Managed Asset Portfolios Monthly Webinar December 2025
Dec 12, 2025In our latest webinar, Michael Dzialo, President and CIO, discusses the Federal Reserve’s recent interest rate decision and its implications for the broader economy and financial markets. He examines the outlook for future rate cuts, the growing divergence between short- and long-term interest rates, and the political and structural factors influencing Fed policy.
Michael also explores the challenges posed by elevated government debt, the impact of rising long-term interest rates on consumers, and why rate cuts may benefit the Treasury more than households. The conversation highlights the complexities of the current economic environment, the potential for a steepening interest rate environment, and how Managed Asset Portfolios continues to position portfolios with a disciplined, risk-aware approach during ongoing market uncertainty.
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.
