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Managed Asset Portfolios Monthly Webinar September 2024 Sep 16, 2024

Watch Managed Asset Portfolios’ Monthly Roundtable as Michael Dzialo, President and CIO, and Peter Swan, Portfolio Manager, delve into how gold remains a reliable investment in today’s market. They discuss the driving factors behind this trend, its historical significance, and how...

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Managed Asset Portfolios Monthly Webinar August 2024 Aug 22, 2024

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Karen Culver, Senior Portfolio Manager, discuss the recent market volatility, including the dramatic shifts in performance over the past few weeks. They explore the key economic factors contributing...

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Managed Asset Portfolios Monthly Webinar July 2024 Jul 23, 2024

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Zack Fellows, CFA, discuss the market’s performance this year, market concentration and potential macro events that could drive performance in the back half of the year.

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Managed Asset Portfolios Monthly Roundtable Webinar June 2024 Jun 18, 2024

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Peter Swan, International Portfolio Manager, follow up on last month’s webinar and delve into the latest economic and electoral developments in Western Europe and North America.

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Managed Asset Portfolios Monthly Roundtable Webinar May 2024 May 23, 2024

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Peter Swan, Portfolio Manager, International Equities, discuss international markets with a particular emphasis on the Asia-Pacific region.

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Managed Asset Portfolios Monthly Roundtable Webinar April 2024 Apr 23, 2024

Watch Managed Asset Portfolio’s Monthly Roundtable as Michael Dzialo, President and CIO, and Karen Culver, Senior Portfolio Manager, discuss the current market environment and portfolio positioning in light of recent economic data coupled with the kickoff of earnings season.

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Managed Asset Portfolios Monthly Roundtable - Webinar - March 2024 Mar 26, 2024

Watch Managed Asset Portfolio’s Monthly Roundtable as our Investment Team reflects on the first quarter, discussing the best and worst performing sectors and how that translated into geographical performance. The Team also delves into the U.S. economy, inflation and what to expect from the...

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Managed Asset Portfolios Monthly Roundtable - Webinar - February 2024 Feb 26, 2024

Watch Managed Asset Portfolio’s Monthly Roundtable as our Portfolio Management Team utilizes a top-down perspective overlaid with their long-term thematic filters to discuss in detail current sector positioning and the rationale for their active sector investments.

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Managed Asset Portfolios Monthly Roundtable - Webinar - January 2024 Jan 16, 2024

Watch Managed Asset Portfolio’s Monthly Roundtable as our Investment Team discusses their outlook for 2024. The team dives into our thoughts on the U.S. and global economy and our belief that the current market expectations for interest rate cuts and lower inflation are too optimistic....

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Managed Asset Portfolios Monthly Roundtable - Webinar - December 2023 Dec 04, 2023

Watch Managed Asset Portfolio's monthly roundtable as our Investment Team takes a look back at the markets during 2023. The team reviews the impact of the Magnificent Seven, market timing, and the importance of keeping a long-term perspective. Finally, the team discusses the impact of the...

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Managed Asset Portfolios Monthly Roundtable - Webinar - October 2023 Oct 23, 2023

Watch Managed Asset Portfolio’s monthly roundtable as our Investment Team discusses investment implications from the Middle East tragedies and how best to navigate through these times.

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Managed Asset Portfolios Monthly Roundtable - Webinar - September 2023 Sep 20, 2023

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include interest rates, inflation, our current fixed income positioning, and the potential impact from a government shutdown. This is an excellent opportunity to...

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