Managed Asset Portfolios Weekly Webinar June 23, 2026
Jun 23, 2026Join our latest investment webinar as Zachary Fellows, Portfolio Manager at Managed Asset Portfolios, discusses the recent resurgence in IPO activity and what it may signal about broader shifts in market dynamics, capital allocation, and investor demand for equities.
The discussion begins with an examination of the growing pipeline of equity issuance, including high-profile IPOs and capital raises across the technology and artificial intelligence sectors. Zachary explores how a significant increase in new equity supply, combined with a potential decline in corporate share repurchases, could alter the supply-and-demand balance that has supported equity markets in recent years.
The webinar also examines the implications of rising capital investment needs across industries and governments. As companies allocate more resources toward artificial intelligence, infrastructure, defense, and supply chain investments, Zachary discusses why these trends may contribute to higher long-term interest rates and a gradual expansion of both equity and fixed-income risk premiums.
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
