Managed Asset Portfolios Weekly Webinar September 28, 2026
Sep 29, 2026Join our latest investment webinar live from Munich, as Michael Dzialo, Chief Investment Officer of Managed Asset Portfolios, discusses rising Treasury yields, persistent inflation, and the economic data that could influence the Federal Reserve’s next interest rate decision.
The discussion examines three forces contributing to higher interest rates: sticky inflation, energy price pressures tied to the conflict in the Middle East, and growing demand for capital. Government borrowing, shifts in global manufacturing, and significant spending on AI infrastructure are all highlighted as factors that could keep upward pressure on rates.
The session also puts today’s interest rates into historical perspective, exploring why the unusually low rates of recent years may not be a reliable guide for the future.
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.