Managed Asset Portfolios Monthly Webinar November 2025
Nov 18, 2025In our latest Webinar, Michael Dzialo, President & Chief Investment Officer, and Zachary Fellows, Portfolio Manager, discuss the recent Federal Reserve rate cut, its implications for inflation and economic growth, the challenges posed by national debt, and the potential impact of government shutdowns on the economy.
They explore the Fed's balancing act between controlling inflation and fostering growth, the necessity of fiscal measures to address debt, and the effects of rising interest rates on consumers.
The conversation highlights the current market reactions to Q3 earnings, valuation pressures, and the growing influence of AI on GDP, corporate performance, and investor expectations. and how they shape our strategic investment approach.
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.