Managed Asset Portfolios Weekly Webinar May 4, 2026
May 05, 2026Join our latest investment webinar as Zachary Fellows, Portfolio Manager at Managed Asset Portfolios, provides a timely update on the current market environment, the latest earnings data, GDP figures, and consumer-spending trends shaping the outlook for 2026.
The discussion begins with a strong earnings season, highlighting that first-quarter S&P 500 earnings growth is exceeding expectations, with a broad-based expansion beyond the largest technology names. While the “Magnificent 7” continue to drive significant gains, the remaining companies in the index are also delivering solid performance—underscoring the importance of looking beyond headlines and recognizing the depth of earnings growth across sectors.
The webinar also explores the ongoing impact of AI-driven capital expenditures, which continue to support growth across industries such as semiconductors, power infrastructure, and memory production. This trend reinforces the idea that earnings—not short-term market noise—remain the primary driver of long-term equity performance.
The session concludes with a forward-looking perspective, emphasizing that as long as earnings growth remains intact and consumer spending holds up at a macro level, the outlook for equities remains constructive. While risks such as elevated oil prices and geopolitical uncertainty persist, the underlying fundamentals continue to support a positive trajectory for the remainder of 2026 and into 2027.
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.
