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MAP's Market Perspective

Clearing the Fog: Deciphering the Impact of the 2024 Elections

January 26, 2024

The Investment Team deciphers the market impacts of the 2024 elections, as more than 2 billion voters in 50 countries, including the U.S., head to the polls.

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MAP Views

First Quarter 2024

January 2, 2024

In this edition of MAP Views, we review 2023 market performance as well as bond market dynamics, as well as the Fed’s potential interest rate pivot.

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MAP's Market Perspective

Money Market Funds: Dangers Of Market Timing

October 18, 2023

The Investment Team discusses the interest rate environment and the dangers of timing the bond market via money market funds.

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MAP Views

Fourth Quarter 2023

October 3, 2023

In this edition of MAP Views, we discuss our forecast for elevated inflation and higher for longer interest rates and potential impacts on the broader markets.

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MAP's Market Perspective

A Global Manager Without Exposure To Mainland China

September 11, 2023

The Investment Team discusses the investment case of China in depth as the country finds itself in the headlines with increasing regularity.

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MAP's Market Perspective

Commercial Real Estate: The Second Shoe To Drop

August 25, 2023

With recent failures in the rearview mirror, banks are starting to grapple with potential losses from commercial real estate.

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MAP's Market Perspective

Market Cycles: Much Like A Party ...

August 1, 2023

History has a reputation of repetition. Lessons learned from historic market events can provide investment professionals with a map to aid them in navigating through these periods.

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MAP Views

Third Quarter 2023

July 6, 2023

This quarter's MAP Views discusses the Investment Team's thoughts on past and present performance drivers, as well as the risks facing the broader markets.

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MAP's Market Perspective

Artificial Intelligence (AI): A Secular Shift

May 22, 2023

Artificial Intelligence is set to revolutionize a broad spectrum of industries. In this piece, we explore the secular shift, as we perceive the future as now.

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MAP Views

Second Quarter 2023

April 3, 2023

This quarter’s MAP Views examines the Fed’s interest rate conundrum and its impacts on inflation, the Financial sector, the broad economy, and MAP’s strategies.

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MAP's Market Perspective

SVB Financial Group: Echoes From Silicon Valley

March 13, 2023

In less than 2 days, Silicon Valley’s largest bank was forced into receivership by the FDIC. In this piece we discuss its ramifications on the broader markets.

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MAP's Market Perspective

Value Versus Growth

January 30, 2023

Value and growth stocks, driven by interest rates and inflation, move in cycles. Value appears to go through extended, multi-year cycles of outperformance.

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MAP Views

First Quarter 2023

January 4, 2023

In this quarter’s MAP Views, MAP’s Investment Team discusses third quarter performance, as well as our outlook for inflation, the economy and the broader markets going forward.

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MAP's Market Perspective

Tax-Loss Harvesting - MAP's Approach

November 18, 2022

How tax-loss harvesting, when done right, can mitigate the tax burden for investors.

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MAP Views

Fourth Quarter 2022

October 4, 2022

In this quarter’s MAP Views, MAP’s Investment Team discusses third quarter performance, as well as our outlook for inflation, the economy and the broader markets going forward.

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MAP's Market Perspective

The Great Resignation: Up In Smoke

September 26, 2022

Despite progress in the standard of living for the average working American, labor challenges continue with millions of workers deciding to quit their jobs. While economists have various prognostications regarding why, our current thought piece focuses on the rise of the cannabis industry.

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MAP's Market Perspective

FedEx: Canary In the Coal Mine?

September 16, 2022

Although we do not own FedEx (FDX) shares in any of our strategies, we believe it is a stock worth watching as a barometer of economic activity. This week’s thought piece discusses the implications of their recent earnings on the broad economy and the Fed’s ability to execute against their mandates.

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MAP Thought Piece

All Eyes On The 2022 Mid-Terms

September 1, 2022

Uncertainty surrounding the economy and current geopolitical conflicts coupled with a period of extreme partisanship in American politics has shaped the upcoming election into arguably the most important midterms in our nation’s history. Heading into these crucial elections ...

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MAP Views

Third Quarter 2022

July 12, 2022

In this quarter’s MAP Views, MAP’s Investment Team discusses second quarter performance, as well as our outlook for inflation, the economy and the broader markets going forward.

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MAP Thought Piece

Q&A With The Investment Team

June 27, 2022

Throughout our careers studying the financial markets, we have consistently seen how investors can fall victim to some of the most common behavioral biases and the negative effects they can have on long-term performance during volatile market conditions. To try and help navigate this challenging market environment, MAP’s Investment Team, led by Chief Investment Officer, Michael Dzialo and Portfolio Managers, Karen Culver and Pete Swan, sat down to answer some of the most common questions received over the past couple of months.

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MAP's Market Perspective

Bonds and The Federal Reserve's Conundrum

June 3, 2022

We review how U.S. Fixed Income Is Enduring One of The Worst Declines in History.

Fixed income investors will look back fondly on the 40-year bull market for bonds that ended in 2021. We’re in an entirely different market now, and while early, it’s the one we’ve been warning about for quite some time. 

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MAP Views

Second Quarter 2022

April 4, 2022

This edition of MAP Views provides our thoughts on the rapidly changing investment landscape, the war in Ukraine, a potential bear market for bonds, high and rising inflation, as well as the Fed’s response to the uncertainty. It also discusses how we have positioned our portfolios in the face of unprecedented fixed-income volatility.

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MAP Views

Sometimes, We Make History

March 11, 2022

We review actions taken by the Fed and our elected officials in response to the COVID pandemic, trace the origins of the speculative excesses that investors began to unwind over January 2022 and discuss how MAP is preparing for this new chapter of economic history.

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MAP Views

Special Edition - Russia and Ukraine Crisis March 1, 2022

March 1, 2022

This edition of MAP Views provides a synopsis how key events in Russian/Soviet history coincide with changes in oil prices. We review key components of today’s Russian economy and consider how Russia’s actions will affect investors.

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MAP Views

First Quarter 2022

January 5, 2022

This edition of MAP Views provides a synopsis of market highlights during the first quarter. It also discusses what the investment team believes will be, potential opportunities, and risks for the markets for the foreseeable future.

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MAP's Market Perspective

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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MAP Views

Fourth Quarter 2021

October 13, 2021

This edition of MAP Views provides a synopsis of market highlights during the third quarter. It also discusses what the investment team believes will be, potential opportunities, and risks for the markets for the foreseeable future.

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MAP Views

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.

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MAP Views

Third Quarter 2021

July 6, 2021

Stocks marched higher during the past three months, marking the fifth consecutive quarterly advance since the pandemic-induced crash last year. Value stocks continued their upward momentum but did give up some of their gains relative to growth stocks in June.

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MAP's Market Perspective

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.

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MAP Views

Second Quarter 2021

April 6, 2021

A noteworthy rotation from growth to value that began late last year continued in the first quarter of 2021. Some of last year's biggest winners underperformed during the quarter, while investors gravitated toward some of last year's laggards. 

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MAP's Market Perspective

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.

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MAP Views

First Quarter 2021

January 8, 2021

You certainly did not need 20/20 vision to see that 2020 was not an ordinary year. From a global pandemic, civil unrest to an election like no other, news headlines took many twists and turns throughout the year.

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MAP Views

Fourth Quarter 2020:
Countdown to the Elections

October 13, 2020

It seems that this election has stirred more emotions and captivated more voter interest than any other election in recent memory.

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MAP's Market Perspective

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

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MAP's Market Perspective

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.

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Certain statements may be forward-looking statements and projections which describe our strategies, goals, outlook, expectations, or projections. These statements are only predictions and involve known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those expressed or implied by such forward-looking statements. The information contained herein does not represent a recommendation by us to buy or sell any security or securities. Managed Asset Portfolios, our clients and our employees may buy, sell or hold any or all of the securities mentioned. We are not obligated to provide an update if any of the figures or views presented change. Past performance is no guarantee of future results.

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