Commentary
MAP Webinar: Quarterly Webinar - Q4 2021
December 2, 2021
Watch MAP President and CIO Michael Dzialo discuss how we view the economy, our outlook on inflation, and other secular trends impacting the market.
Headlines from Across the MAP
December 2, 2021
Americans are hoarding cash because of fatigue and uncertainty, with little chance the trend will reverse soon. Over the past two years, households have socked away close to $1.6 trillion in “excess savings,” or resources they otherwise wouldn’t have been able to save before the Covid-19 crisis, according to the Federal Reserve Bank of New York. The funds are well beyond the three to six months of emergency savings generally recommended by financial advisers.
Headlines from Across the MAP
November 24, 2021
Bigger private-market bets, inflation fears and a surge of retirees are putting public retirement funds at risk of a cash crunch that would force them to sell assets at losses to pay pension checks.
Headlines from Across the MAP
November 18, 2021
U.S. inflation rose at the fastest pace in three decades in October, with prices increasing more in some parts of the country than in others. Consumer prices were up 7.3% last month in the region that encompasses Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota and South Dakota. Mid-Atlantic states, however, saw prices rise less, by 5.4% from a year ago. Midwesterners saw relatively higher housing costs in October, with rent, natural gas and home furnishings all rising at a brisker clip than in other regions. Rental prices in Northeastern states, by contrast, grew at a much slower pace than elsewhere last month.
Navigating a World Drowning in Debt
November 12, 2021
Over the many years we have worked together, the investment team of Managed Asset Portfolios has developed some unique tools that help us parse out what is most relevant in our infinitely complex global economy. When we identify a theme that is persistent, pervasive, and thoroughly supported by evidence, we refer to it as a “thematic filter.”
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