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Managed Asset Portfolios Weekly Webinar August 31, 2026

map webinar our thinking Sep 01, 2026

Join our latest investment webinar as Michael Dzialo, Chief Investment Officer of Managed Asset Portfolios, discusses continued momentum in artificial intelligence, the economic impact of AI-related investment, and the evolving outlook for Federal Reserve policy ahead of its September meeting.

The discussion begins with NVIDIA’s latest earnings results, which exceeded Wall Street expectations and included stronger guidance for upcoming quarters. The session highlights how AI-related spending extends beyond semiconductors to data centers, power generation, and infrastructure, becoming an important driver of U.S. economic growth.

The webinar then turns to Federal Reserve policy following more hawkish comments from Fed Chair Kevin Warsh. Attention now shifts to upcoming employment and inflation data, two key reports that could influence the Fed’s September decision as persistent inflation and government spending continue to put upward pressure on interest rates.

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

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