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Managed Asset Portfolios Monthly Webinar February 2026

map webinar our thinking Feb 12, 2026

Join us for our latest webinar as Michael Dzialo, President & Chief Investment Officer, and Zachary Fellows, Portfolio Manager, take a deeper dive into quarterly earnings, including how the software space has been negatively affected by fears surrounding AI.

They review the latest S&P 500 earnings results, highlighting stronger-than-expected growth and key sector trends. The discussion moves to the impact of a weakening U.S. dollar on multinational companies, consumer discretionary as a 2026 bellwether, and growing investor concerns around AI disruption in the software sector. The conversation also explores valuation risks, sentiment-driven volatility, and why active stock selection may matter more in the evolving AI landscape.

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.

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Managed Asset Portfolios | Rochester MI | Investment Management Service | Financial Consultant

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