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Managed Asset Portfolios Weekly Webinar August 3, 2026

map webinar our thinking Aug 04, 2026

Join the latest investment webinar from Managed Asset Portfolios as Michael Dzialo, President & Chief Investment Officer, and Zachary Fellows, Portfolio Manager, discuss the Federal Reserve's market impact, strong corporate earnings, AI-driven market leadership, and why diversification remains essential for long-term investors.

The discussion begins with the sharp moves across interest rates, the U.S. dollar, and Treasury markets following the Federal Reserve meeting. Our team explores how investors are adjusting to Chairman Kevin Warsh's leadership, the role of rising term premiums, persistent inflation volatility, and how growing government debt continues to influence long-term bond markets.

The webinar also examines another quarter of very strong corporate earnings. The discussion highlights the significant rotation among the largest technology companies and concludes by examining the growing divergence between AI-related stocks and the broader market, reinforcing why disciplined diversification remains essential in today's investment environment.

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. ‍

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