Our Thinking
MAP Views Second Quarter
April 1, 2026
Managed Asset Portfolios’ Q2 2026 outlook highlights a market environment shaped by geopolitical tensions, rising inflation, and uncertainty around Federal Reserve policy, all of which have contributed to increased volatility. While recession risks have risen, it is not the base case, and the firm emphasizes that reacting to short-term uncertainty—such as attempting to time the market—can be detrimental to long-term returns. Instead, MAP remains focused on a disciplined, research-driven approach by prioritizing high-quality investments and thoughtful risk management which helps clients navigate changing conditions while striving for strong risk-adjusted outcomes over time.
MAP's Market Perspective
March 16, 2026
In investing, the “cockroach theory” suggests that when one problem appears, more may be hiding just out of sight. With private credit swelling into a $2–$3 trillion market, recent developments—including rising default rates, liquidity pressures, and sudden loan write-downs—are raising important questions about what could be beneath the surface. In this latest MAP Thought Piece, we examine the rapid growth of private credit, the structural risks investors may be overlooking, and why transparency and liquidity matter more than ever in uncertain markets.
MAP Monthly Roundtable
April 8, 2026
Join our latest investment roundtable as Michael Dzialo, President & CIO, and Zachary Fellows, Portfolio Manager, discuss the start of earnings release season, recent Middle East ceasefire developments, and the market outlook as we enter the second quarter of 2026.
MAP Press Releases
March 10, 2026
Managed Asset Portfolios (MAP) was recognized by Broadridge Top Money Managers, powered by Lipper, for the performance of its U.S. Multi-Cap Value Strategy as of December 31, 2025. Highlights include a #2 ranking for the 40-quarter period in the U.S. Diversified/Multi-Cap Value Equity category, along with strong rankings across additional trailing periods. The recognition reflects MAP’s long-term, disciplined investment philosophy, catalyst-driven fundamental research process, and commitment to delivering strong risk-adjusted results for clients.
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