Managed Asset Portfolios Weekly Webinar July 13, 2026
Jul 14, 2026Join our latest investment webinar as Michael Dzialo, President & Chief Investment Officer of Managed Asset Portfolios, discusses the growing case for global investing, the long-term implications of deglobalization, and why shifting international capital flows could reshape investment opportunities in the years ahead.
The discussion begins with a review of the mosaic theory and the recent comments from Japan's finance minister encouraging greater domestic investment. The session explores why this development adds another piece to the broader investment mosaic supporting a long-term shift toward deglobalization, with countries increasingly focusing capital within their own borders rather than investing abroad.
The webinar also examines the United States' growing dependence on foreign investment and why changing international capital flows could create long-term opportunities outside the U.S. while presenting challenges for domestic markets. The session concludes with a preview of the upcoming earnings season, highlighting why corporate results will play a key role in determining whether the current market rally can continue.
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.
