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MAP Thought Piece: Q&A With The Investment Team Jun 27, 2022

Navigating Behavioral Biases During Volatile Times

When the MAP Investment Team discusses topics for our thought pieces, we make sure to always stay true to our investment process. There are plenty of market prognosticators who perpetually spout bullish takes by viewing everything through...

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Bonds and The Federal Reserve's Conundrum Jun 03, 2022

U.S. Fixed Income Is Enduring One of The Worst Declines in History

Fixed income investors will look back fondly on the 40-year bull market for bonds that ended in 2021. We’re in an entirely different market now, and while early, it’s the one we’ve been warning about for quite...

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Sometimes We Make History Mar 11, 2022

As MAP president Michael Dzialo notes, “Sometimes history repeats itself, and sometimes we make history.” We are at one of those rare moments when history is being made. Can the Federal Reserve (the Fed) and our free-spending elected officials restrain themselves enough to bring...

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Navigating A World Drowning In Debt Nov 12, 2021

Qualitative Interpretation of Quantitative Data

Over the many years we have worked together, the investment team of Managed Asset Portfolios has developed some unique tools that help us parse out what is most relevant in our infinitely complex global economy. When we identify a theme that is...

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Why Global Sep 14, 2021

As investors, we know the world is more interconnected than ever before. Social media allows us to connect with people from all over the globe: Zoom enables seamless video communication anywhere there is a data connection: Apple and Google have created platforms that put endless amounts of...

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About That Inflation... Jun 04, 2021

In May of 2020, we wrote about the potential for an uptick in inflation. As the world continued to grapple with the coronavirus, the United States attempted to thread the economic needle. Record-breaking fiscal stimulus was passed in record time. Thankfully, the U.S. has been able to avoid the...

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How To Evaluate An Investment Strategy Feb 23, 2021

It can be difficult to decide on a strategy and investment team in a sea of performance statistics. There is no perfect statistic or number for selecting a specific strategy; however, we believe some measures can be useful. This essay will walk through the common metrics used when discussing...

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Final Election Preview: Should You Be Concerned? Oct 28, 2020

This is it… the final week before America’s favorite national pastime: the presidential election. With all of the debates passed and polls leaning heavily towards Biden and the Democrats, we want to preview potential scenarios and what they may mean for your portfolio.

First, a...

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The Big Have Gotten Bigger Sep 21, 2020

The market has recovered at a torrid pace since the COVID-Crash in March. Despite the recent pullback in big tech names, the S&P 500 has been carried by the largest companies on the index. In fact, the largest companies in the United States have become so large and so important to the index,...

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83 Tons Of Fraudulent Gold Aug 06, 2020

The last few months have continued to cement our conviction to avoid investment in China-based companies. The Senate passed a bill that could force the delisting of China-based stocks on U.S. exchanges.(i) The anti-CCP rhetoric has been ratcheted up to a fever pitch as November approaches. And...

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Your Portfolio on Politics Jul 24, 2020

We are now less than four months away from the U.S. elections. Things have changed since our last analysis. We are due for an update.

The Democrats have the momentum going into the final stretch. COVID-19 and its fallout have put a significant damper on the Trump campaign. The...

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Proceed With Caution Jul 08, 2020

These markets sure feel greedy. It is difficult, even in these times of quarantine, to avoid being asked about buying stocks in bankrupt companies. The recent insanity in capital markets has captivated much of the financial world. Anecdotes of borderline degenerate gamblers up 100, 200, 300...

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