MAP Views

Research & Thoughts from Our Team

Headlines from Across the MAP
September 24, 2020
Millions Are House-Rich but Cash-Poor. Wall Street Landlords Are Ready.
The Big Have Gotten Bigger
September 21, 2020
Despite the recent pullback in big tech names, the S&P 500 has been carried by the largest companies on the index.
Headlines from Across the MAP
September 17, 2020
Study: Inequality Robs $2.5 Trillion From U.S. Workers Each Year.
Headlines from Across the MAP
September 10, 2020
The Pandemic Has Created a Class of Super-Savers.
Headlines from Across the MAP
September 3, 2020
The Covid-19 pandemic has illustrated the folly of capping the assets of Americans on public assistance.
Headlines from Across the MAP
August 27, 2020
Stock Market Warns Workers That They’re the Problem for Business.
Headlines from Across the MAP
August 24, 2020
The $425 billion payment holiday question hanging over Europe's banks.
Headlines from Across the MAP
August 13, 2020
Trump administration on board with delisting Chinese stocks. Coming rent crisis. Leverage points. Huawei’s chip problem.
83 Tons of Fraudulent Gold
August 6, 2020
Put simply: investing in China-based companies is a perilous endeavor. Screening out geographies with inadequate corporate governance and financial controls is essential to Managed Asset Portfolios’ process.
Introducing: Headlines from Across the MAP
August 4, 2020
Investors have a content problem. The constant barrage of information – mostly useless noise – can be overwhelming. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Starting this week, we will be publishing a weekly curation of our favorite reads.
Your Portfolio on Politics
July 24, 2020
We look towards election night and its potential effects on markets: tax policy and pandemic response included.
MAP Views Third Quarter 2020: Rebound versus Recovery
July 13, 2020
It goes without saying that 2020 has been a year for the record books. However, remaining complacent is not a prudent action during these unprecedented times.
Proceed With Caution
July 8, 2020
The recent insanity in capital markets has captivated much of the financial world. It is a fun show to watch.
Value Investing Does Not Mean Low-Multiple Investing
June 16, 2020
MAP still follows the fundamental principle of value investing: buy when the price is below the value of the company.
Managed Asset Portfolios Now on Social Media
June 10, 2020
MAP has expanded its social media presence! Be sure to follow and keep up with the latest updates from our investment team!
MAP Webinar: Looking Beyond COVID-19: Who Wins and Who Loses?
June 10, 2020
Watch MAP President and CIO Michael Dzialo discuss the fallout and recovery from COVID-19, and the opportunities it could present.
Is the Market Underestimating Long-Term Inflation Risk?
May 27, 2020
Examining the deflationary and inflationary pressures the economy faces in the immediate and long term aftermath of COVID-19.
The Outsized Risk of Investing in China
May 7, 2020
As the world deals with the fallout from COVID-19, we reexamine our stance on investing in Chinese companies.
MAP Views: Second Quarter 2020
April 6, 2020
We are hopeful there will be a reprieve from the virus in the coming months but will be on the lookout for a resurgence in the fall (along with the traditional cold and flu season).
Webinar: Investing During Periods of Uncertainty Q&A Session
March 27, 2020
Watch as Managed Asset Portfolios answers questions on investing during periods of uncertainty.
Video: What's Ailing the Markets
March 20, 2020
Watch Managed Asset Portfolios' Michael Dzialo break down the current market environment.
Coronavirus Communication to Clients and Associates
March 16, 2020
We are focused on our preparedness efforts to maintain a safe work environment for our associates and to sustain our client relationships.
Identifying What You Own and Don't Own: Now is the Time to Understand Your Holdings
March 13, 2020
Clearly the last several weeks have demonstrated that investing in stocks involves risk. However, in today’s uncertain environment, it should be remembered that owning a diversified portfolio of stocks at attractive prices has proven to be one of the best vehicles to build long-term wealth.
Coronavirus, Plunging Oil Prices, Record Low Interest Rates, Falling Stock Prices ... What's next???
March 9, 2020
The best piece of wisdom we can provide is to think logically and not emotionally. We know this is much easier said than done.
The Virus That's Plaguing the Market
February 28, 2020
Stocks have recently retreated as investors are trying to determine the economic and financial implications of the Coronavirus, or COVID-19.
MAP Views: 2019 Year-End Review and 2020 Preview
January 14, 2020
Earnings flat, valuations up. Emerging markets attractive. Bond yields less attractive. Selectivity is key.
2020 Elections & the Fate of Markets
January 8, 2020
74-year history of politics and the S&P 500. Trump’s incentive to not exacerbate the trade war. The consequences of extreme partisanship.
MAP Views: Fourth Quarter 2019
October 25, 2019
Elections on the horizon. "It's the economy, stupid". Average investor performance.
MAP Views: Third Quarter 2019
July 31, 2019
Global bond yields continue to sink. Steadfast selectivity will be the key. Trade deal views.
MAP Views: Second Quarter 2019
April 16, 2019
Markets rebound. Fed soothes investors' jitters. Valuations appear reasonable (for some companies).
MAP Views: 2018 Review & 2019 Preview
January 22, 2019
As 2018 ended with a correction, we look to the year ahead: what you don't own can be as important as what you do.
MAP Views: 2018 Review and 2019 Preview
January 22, 2019
Tempered GDP growth moving forward. Valuations fair. Supply, Demand, and the Bond Market.
MAP Views Special Edition: Happy New Year!?
December 27, 2018
Stocks take a dip. Markets on autopilot. Fed signaling. Not as bad as the market says?
MAP Views: Fourth Quarter 2018
October 25, 2018
Beware the yield curve. Tariffs showing their teeth. Interest rates and their effect on growth stocks.
MAP Views: Third Quarter 2018
July 16, 2018
Inflation fears and rate hikes. Flat yield curves signal low expectations. Emerging markets show declines.
MAP Views: Second Quarter 2018
April 13, 2018
Rising interest rates place pressure on stock prices. Trade war incoming? How many people does it take to make a ton of steel?
The Key to the Upside is Managing the Downside
April 6, 2018
If you want to thrive, you first have to survive. MAP's strategy attempts to capture less downside risk than the market.
Volatility Snaps Back
February 6, 2018
Was it really a record decline? Bad times ahead? Opportunities produced by algorithms.
MAP Views: 2017 Review and 2018 Preview
January 22, 2018
Synchronized global growth. Why should stock investors care about bond yields? Our two cents on bitcoin and blockchain.
This website uses cookies. We use cookies to improve your website experience, and for statistical analysis and marketing. By continuing to use this website, you consent to our use of cookies. To learn more about our use of cookies, please see our website Privacy Policy