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Managed Asset Portfolios Monthly Roundtable - Webinar - May 2023 May 10, 2023

Watch Managed Asset Portfolio’s monthly roundtable with our Investment Team discussing the latest market news and trends. Topics include: the recent banking turmoil, quarterly earnings, artificial intelligence, and the upcoming debt limit. This is a great opportunity to hear from our team...

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MAP Views Second Quarter 2023 Apr 03, 2023

Who's On First?

When the quarter began, all eyes were on the Federal Reserve (the Fed). The question on everyone's mind was how high is the Fed willing to push rates to drive inflation back to their stated two percent target? The Fed had already slowed its cadence from 75 basis points in November...

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Managed Asset Portfolios Webinar - Questions & Answers - March 2023 Mar 27, 2023

Watch as MAP's President & Chief Investment Officer, Michael Dzialo, answers questions about the risks and opportunities in the current market, following the recent banking turmoil.

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SVB Financial Group: Echoes From Silicon Valley Mar 13, 2023

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...

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Value Versus Growth Jan 30, 2023

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...
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MAP Views First Quarter 2023 Jan 04, 2023

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...

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Managed Asset Portfolios Quarterly Webinar - Q1 2023 Dec 20, 2022

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.

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Tax-Loss Harvesting - MAP's Approach Nov 18, 2022

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...

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MAP Views Fourth Quarter 2022 Oct 04, 2022

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...

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Managed Asset Portfolios Quarterly Webinar - Q4 2022 Oct 04, 2022

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.

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The Great Resignation: Up In Smoke Sep 26, 2022

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...

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FedEx: Canary In the Coal Mine? Sep 16, 2022

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...

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