Research and Thought Pieces

Our View on the Investment Landscape

Why Global
September 14, 2021
As investors, we know the world is more interconnected than ever before. Social media allows us to connect with people from all over the globe: Zoom enables seamless video communication anywhere there is a data connection: Apple and Google have created platforms that put endless amounts of information at our fingertips. However, even with this connectivity, many investors stay rooted in their home country's stock investments.
MAP Explanatory Video: China Private Education Reform
July 29, 2021
Watch as MAP explains what happened over the weekend with China's reforms in its Private Education industry and the implications going forward.
MAP Webinar: Quarterly Webinar - Q3 2021
July 15, 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.
About that Inflation...
June 4, 2021
As the world continued to grapple with the coronavirus, the United States attempted to thread the economic needle. Record-breaking fiscal stimulus was passed in record time. Thankfully, the U.S. has been able to avoid the most negative potential economic outcomes.
MAP Webinar: Navigating Post-COVID Markets
April 19, 2021
Watch MAP President and CIO Michael Dzialo discuss how the investing landscape has changed since COVID-19, and opportunities MAP sees going forward.
How to Evaluate an Investment Strategy
February 23, 2021
There is no perfect statistic or number for selecting a specific strategy; however, we believe some measures can be useful.
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.
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