RESEARCH & THOUGHT PIECES FROM OUR TEAM

Managed Asset Portfolios invites you to watch our latest Monthly Roundtable from October 2024, where Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager, discuss critical topics such as inflation, interest rates, and recent economic trends. They examine key economic...

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...

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...

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.

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.

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.

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.

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...

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.

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....

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...

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.