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Managed Asset Portfolios Weekly Webinar September 14, 2026

map webinar our thinking Sep 15, 2026

Join Managed Asset Portfolios investment webinar as Michael Dzialo, Chief Investment Officer, and Zachary Fellows, Portfolio Manager, discuss the Federal Reserve’s interest rate outlook, persistent energy-driven inflation, and the potential implications of a coordinated slowdown in AI development and spending.

The discussion begins with stronger-than-expected employment data and recent inflation reports, examining the challenges facing the Federal Reserve as it weighs its next interest rate decision. The session also explores how elevated oil prices and ongoing geopolitical conflicts could add pressure to global supply chains and complicate efforts to bring inflation lower.

The webinar concludes by examining AI investment’s growing influence on economic growth and financial markets. The discussion considers how a slowdown could affect infrastructure spending, financing, and market volatility, reinforcing the importance of maintaining a diversified portfolio.

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.

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Managed Asset Portfolios | Rochester MI | Investment Management Service | Financial Consultant

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