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Managed Asset Portfolios Weekly Webinar August 10, 2026

Aug 11, 2026

Join our latest investment webinar as Michael Dzialo, President & Chief Investment Officer of Managed Asset Portfolios, discusses the strength of second-quarter earnings, why valuations remain critical despite strong corporate results, and how shifting economic data could influence Federal Reserve policy in the months ahead.

The discussion begins with a review of second-quarter earnings season, highlighting exceptional growth in the energy and technology sectors while noting that earnings strength has extended well beyond those industries. Despite widespread earnings beats, many stock prices showed little reaction, reinforcing the importance of valuation discipline rather than chasing positive headlines.

The webinar also examines the latest employment report, slowing labor market trends, inflation expectations, and why the Federal Reserve may choose to hold interest rates steady rather than continue tightening. The discussion concludes with an update on the yield curve, the outlook for the U.S. dollar, and why a weaker dollar could provide continued support for gold and silver over the intermediate term.

For more information and specific performance metrics, we invite 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

Managed Asset Portfolios, LLC is registered as an investment advisor with the United States Securities and Exchange Commission (SEC). Registration as an investment advisor with the SEC is not an endorsement and does not imply any level of skill or training. ‍

Managed Asset Portfolios, LLC claims compliance with the Global Investment Performance Standards (GIPS®). To obtain a compliant performance presentation and/or the firm’s list of composite descriptions please click on the Contact Us portion of this website, or call us directly at (248) 601-6677.

For additional detailed information about Managed Asset Portfolios, LLC including fees, services and other important information, please carefully read our current Client Relationship Summary (ADV Part 3) and Disclosure Brochure (ADV Part 2A) before you invest.

This website does not constitute an offer or recommendation by Managed Asset Portfolios, LLC of any securities, or an offer of services to any person residing in any jurisdiction in which such solicitation would be unlawful under the applicable laws and regulations. Managed Asset Portfolios, LLC complies with the notice filing requirements imposed upon SEC-registered investment advisors by those states in which the firm maintains clients, or qualifies for an exemption or exclusion from the notice filing requirements.

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