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Managed Asset Portfolios Year In Review Webinar December 2025

map webinar our thinking Dec 18, 2025

Join Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager, for our final investment webinar of the year. The discussions highlights the forces that drove the markets during the past year, what made 2025 different from previous periods, and preview key market drivers likely to dominate in 2026.

Key takeā€‘aways include:

  • The shift from U.S. exceptionalism to a more balanced global performance.
  • How policy moves – especially tariffs and the “Liberation Day” episode – drove volatility.
  • The evolving AI story from hype to a search for real returns.
  • Uncertainty around the Fed chairmanship and its impact on monetary policy.
  • Upcoming legislative and judicial developments (the Big Beautiful Bill and a Supreme Court case on tariffs).

For more information and specific performance metrics, we encourage you to review our Strategy Fact Sheets. Please reach out to your MAP advisor, or email [email protected] if you have questions or topics you’d like addressed in future webinars. 

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Managed Asset Portfolios | Rochester MI | Investment Management Service | Financial Consultant

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