RESEARCH & THOUGHT PIECES FROM OUR TEAM

Reverberations of the 2008-2009 Great Financial Crisis (GFC) were felt throughout the stock and bond markets as news of SIVB’s demise dominated headlines. In less than 48 hours, Silicon Valley’s largest bank, which was trading over $300 per share just last month, collapsed on Friday...

Executive Summary

• Growth has outperformed value in eleven of the past fourteen years, but value has outperformed for the past two years (in 2022, value outperformed growth by 22.69%).^1,2
• Value and growth cycles are not short-term in nature; they typically last for years.
• When inflation and...

After being pressured during the first three quarters of the year, stocks moved higher during the fourth quarter, marking their first quarterly gain in 2022. However, for the year, stocks posted their worst performance since the Great Financial Crisis (GFC), as investors responded negatively to...

Watch this brief webinar hosted by MAP’s President and Chief Investment Officer, Michael Dzialo, and International Portfolio Manager, Peter Swan, as we discuss the rise of the U.S. dollar.

Tax-Loss Harvesting

Investors may be hard-pressed to find positive-performing investments in their portfolios in 2022, a year that has seen the worst equity performance since the Global Financial Crisis, and the most severe bond market decline in almost half a century. While no one enjoys seeing...

The Inflation Monster Rears Its Ugly Head

Stubbornly high inflation has forced the Federal Reserve (the Fed) to become aggressive on the interest rate front, raising rates five times in 2022. These higher interest rates created a hostile environment for most asset classes. Stocks, bonds, most...

Watch a recording of our latest Webinar hosted by MAP’s President & Chief Investment Officer, Michael Dzialo and MAP's Senior Portfolio Manager, Karen Culver, where we share our thoughts and insights on the markets and the economy.

Background: The Great Resignation

Despite considerable progress in the standard of living for the average working American, labor challenges continue with millions of workers — harboring discontentment with stagnant wages and re-examining work-life balance during the COVID-19 pandemic...

After Thursday's close, FedEx (FDX) announced a sizeable earnings shortfall and withdrew its annual forecast. Its earnings per share for the quarter ending August 31 were $3.44, well below Wall Street consensus. The company's CEO said, "Global volumes declined as macroeconomic trends...

Uncertainty surrounding the economy and current geopolitical conflicts coupled with a period of extreme partisanship in American politics has shaped the upcoming election into arguably the most important midterms in our nation’s history. Heading into these crucial elections, the Democrats...

Rochester, MI, August 19, 2022 -- Managed Asset Portfolios, LLC (MAP) greatly appreciates our clients who entrust their investments to us. Your online security and financial privacy are very important to us as well. You must be vigilant to safeguard your confidential personal and financial...

Rochester, MI, July 26, 2022 -- Managed Asset Portfolios, LLC (MAP) is proud to announce the launch of our completely updated website at www.managedassetportfolios.com. The site features a sharp new look and feel that is designed to enhance the user experience. Visitors will be able to...