Managed Asset Portfolios Weekly Webinar June 15, 2026
Jun 16, 2026Join our latest investment webinar as Michael Dzialo, President & Chief Investment Officer of Managed Asset Portfolios, discusses the recent agreement between the United States and Iran to reopen the Strait of Hormuz and implications for energy markets, geopolitical risk, and portfolio strategy.
The discussion begins with an analysis of the US-Iran agreement that reopened the Strait of Hormuz—a development framed as temporary economic necessity rather than lasting peace. We emphasize that while the accord represents positive progress, investors should exercise caution against hasty portfolio reallocation, given the agreement's 60-day temporary nature and unresolved core issues like uranium negotiations.
The webinar pivots to inflation trends, highlighting Producer Price Index and Consumer Price Index readings at their highest levels since 2022. Even service sector components—traditionally insulated from energy volatility—are running well above the Federal Reserve's 2% target, signaling broad-based systemic pressure rather than temporary commodity-driven spikes.
The discussion concludes with expectations for the first Federal Reserve meeting under new Chairman Kevin Warsh, including potential policy shifts such as balance sheet reduction and wider inflation tolerance. Our team reinforces the importance of maintaining diversified energy sector exposure while remaining patient and data-dependent as new Fed leadership charts its course through persistent inflationary pressures.
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.
