Our Thinking
MAP Views Third Quarter
July 6, 2026
Stocks had a strong quarter, but the story under the surface is more complicated. In our latest edition of MAP Views, the Investment Team looks at what drove the market higher, why AI and semiconductor stocks are getting so much attention, and where risks may be building. The team also shares its thoughts on the Fed, inflation, the U.S. dollar, and why staying disciplined matters when markets get crowded.
MAP's Market Perspective
June 5, 2026
In MAP’s latest thought piece, we explore why advisors should also consider the Pain Ratio, a metric that focuses on the frequency, depth, and duration of drawdowns. While volatility matters, the true investor experience is often shaped by how long portfolios remain below their high-water mark.
MAP Weekly Webinar
July 6, 2026
Join our latest investment webinar as Michael Dzialo, President & Chief Investment Officer of Managed Asset Portfolios, discusses the growing use of leverage in today's markets, heightened volatility in technology and semiconductor stocks, and why disciplined investing remains critical as AI-driven demand continues reshaping the semiconductor industry.
MAP Press Releases
June 30, 2026
Managed Asset Portfolios (MAP) was recognized once again in the latest Broadridge Best Money Managers rankings, powered by Lipper, with its U.S. Multi-Cap Value Strategy ranking among top performers across multiple categories and time periods. See how MAP’s long-term, catalyst-driven approach continues to earn industry recognition.
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