Managed Asset Portfolios Monthly Webinar April 2025
Apr 15, 2025Join Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager and Senior Research Analyst, as they break down the unprecedented volatility shaking global markets in the wake of Liberation Day on April 2nd, 2025.
They examine the historic fluctuations across stocks, bonds, and currencies—levels of market dislocation not seen since the Dot-Com bust, the 2008 financial crisis, and the COVID-era shock. The conversation explores the impact of sudden policy shifts, including the suspension of tariffs, which have fueled investor uncertainty and triggered sharp movements in global capital flows.
In addition, they analyze the broader geopolitical landscape and evolving trade dynamics, shedding light on how these forces are shaping market psychology and driving unusual pricing behavior in both U.S. and international markets.
Despite the current market volatility, there are still investment opportunities—particularly in companies with global diversification and strategic manufacturing locations that may be well-positioned to thrive. Our investment team reminds investors of the importance of focusing on the broader macroeconomic picture and identifying industries poised for growth. If you have any questions during these turbulent and uncertain times, please don’t hesitate to reach out to your MAP (Managed Asset Portfolios) advisor.
