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Managed Asset Portfolios Monthly Webinar July 2025

map webinar our thinking Jul 17, 2025

Join Michael Dzialo, President and Chief Investment Officer, and Zachary Fellows, Portfolio Manager and Senior Research Analyst, as they unpack the dramatic second-quarter market swings in this month’s Managed Asset Portfolios webinar.

From sudden tariff announcements to the relief rally that followed, markets experienced whiplash across equities, bonds, and currencies. The discussion covers the ripple effects of policy changes, the stimulative potential of the new federal spending bill, and ongoing questions around inflation and interest rates.

With U.S. stock valuations stretched and the dollar facing downside pressure, the team highlights where international markets and select fixed-income strategies may offer better risk-reward going forward.

In these volatile times, our team emphasizes staying globally diversified and maintaining a disciplined, active approach. For deeper insights or questions about your portfolio, contact your MAP (Managed Asset Portfolios) advisor.

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