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Managed Asset Portfolios Weekly Webinar February 24, 2026

map webinar our thinking Feb 25, 2026

Join Michael Dzialo, President and Chief Investment Officer of Managed Asset Portfolios, in our latest investment webinar recorded live from Osaka, Japan, as he discusses three key factors that have recently impacted the markets, including the Supreme Court’s decision striking down portions of the tariff policy, the potential impact of AI on the global economy, and developments in the private credit space.

Michael reviews the Supreme Court’s decision striking down portions of President Trump’s tariff policy and the uncertainty that may follow. He also examines a research piece outlining hypothetical global economic impacts from artificial intelligence, including continued valuation pressure in the software sector. Finally, he addresses developing cracks in the private credit market and why investors should remain mindful of liquidity risks in that space.

Throughout the webinar, Michael reinforces the importance of maintaining a well-diversified portfolio, focusing on valuations, and positioning portfolios thoughtfully in an increasingly uncertain environment.

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.

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Managed Asset Portfolios | Rochester MI | Investment Management Service | Financial Consultant

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