Research and Thought Pieces

Our View on the Investment Landscape

Final Election Preview: Should You Be Concerned?
October 28, 2020
With the elections looming, we take a look at the market consequences of different scenarios on November 3rd
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.
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.
Your Portfolio on Politics
July 24, 2020
We look towards election night and its potential effects on markets: tax policy and pandemic response included.
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.
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