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
May 11, 2026
MAP’s latest Thought Piece explains how the firm constructs portfolios to help clients stay invested through both good and difficult markets. Rather than focusing only on which investments to buy, the piece looks at how those investments fit together, how much of each to own, and when changes may be needed. MAP emphasizes a careful, patient approach that aims to reduce big swings, avoid unnecessary risk, and help investors feel more confident staying on track over time.
MAP Weekly Webinar
May 18, 2026
Join our latest investment webinar as Michael Dzialo, President & Chief Investment Officer of Managed Asset Portfolios, discusses the evolving interest rate environment, inflation concerns, and how the war in Iran may continue impacting both the bond market and broader economy, along with how the Federal Reserve may respond moving forward.
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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