Managed Asset Portfolios Monthly Webinar May 2025
May 30, 2025Join Michael Dzialo, President and Chief Investment Officer, along with Institutional Sales Advisor, Samuel Morley, as they address some of the most pressing concerns facing investors today. In the midst of economic, political, and geopolitical uncertainty, this Q&A-style webinar covers frequently asked questions and delivers practical insights across the following areas:
Tariffs:
Are tariffs more bark than bite, or is this a restructuring of the global trade order?
Are the tariffs only about collecting tax revenue, or are there other concessions that the administration is looking to get from their negotiating partners?
The U.S. Budget Deficit:
- How do we foresee the recent spending bill impacting the U.S.'s economic outlook, and is it changing how we are investing?
Physical Assets:
- What are your thoughts on clients thinking about putting all of their money into gold, and what's the outlook for physical assets going forward?
Market Volatility:
- Do you see the volatility continuing for the rest of the year, or do you think there's a platform of stability that's emerging?
Private Equity and Private Debt:
- What are your thoughts on how private equity and private credit are growing in the market?
Market Opportunities:
- What opportunities are we seeing out there in the market right now, and what are we doing to harvest them?
Our investment team reminds investors of the importance of diversification, active investing, and global opportunities in navigating today's complex financial landscape.
For further information and specific performance metrics, we encourage you to review the Managed Asset Portfolios Strategies Fact Sheets. Please reach out to your MAP advisor If you have questions or topics you'd like addressed in future webinars.
