Managed Asset Portfolios Weekly Webinar March 31, 2026
Apr 01, 2026Join our latest investment webinar as Michael Dzialo, President & Chief Investment Officer of Managed Asset Portfolios, discusses interest rates and recaps key developments shaping markets at the close of the first quarter of 2026, with a focus on evolving inflation dynamics and the challenges facing the Fed.
Michael explains how recent geopolitical tensions in the Middle East have contributed to a notable increase in Treasury yields across the curve, signaling growing inflationary pressures—particularly as higher oil prices begin to impact consumers. While inflation has remained around the 3% range, he notes that it may move higher before returning to the Federal Reserve’s 2% target.
He also highlights the growing strain on consumers as energy costs rise, creating a challenging environment for economic growth. This backdrop places the Federal Reserve in a difficult position as it balances its dual mandate of maintaining full employment while controlling inflation—two objectives that can often conflict.
Michael concludes with insight into how the Fed may respond in the current environment, suggesting it could prioritize economic stability over aggressive inflation control, even as market signals point to rising rates.
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.
