Managed Asset Portfolios Monthly Webinar September 2025
Sep 22, 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 complexities of the current economic landscape, the key drivers behind market performance trends, and how they shape our strategic investment approach.