Managed Asset Portfolios Weekly Webinar March 26, 2026
Mar 27, 2026Join our latest webinar as Michael Dzialo, President & CIO, discusses market volatility driven by Middle East tensions, inflation trends, and key themes shaping our global investment strategy, while also addressing the challenges of managing investments during times of volatility.
He highlights how daily market swings—driven by geopolitical developments—reinforce the importance of maintaining a disciplined, long-term investment approach rather than attempting to manage portfolios based on short-term news cycles.
Michael revisits three key themes shaping portfolio positioning: the likelihood of U.S. valuation contraction, the potential for valuation expansion in international markets, and a weakening U.S. dollar over time. He explains how persistent inflation—currently running closer to 3% and potentially rising further due to energy shocks—makes it difficult to justify higher equity valuations in the U.S., while more attractive valuations in regions like Europe and Japan may present opportunities for investors.
He also outlines the historical relationship between inflation, market behavior, and safe-haven assets, noting that while the U.S. dollar may strengthen in the short term during periods of uncertainty, long-term structural factors—such as rising government debt and continued deficit spending—could put downward pressure on the dollar.
The webinar concludes with a reminder that, despite near-term volatility, maintaining a well-positioned, globally diversified portfolio remains essential, while continuing to monitor markets for opportunities to manage risk and enhance long-term returns.
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.
