Michael Dzialo, Portfolio Manager

Michael Dzialo is President, Portfolio Manager and founder of MAP, a sub-advisor to Catalyst Funds. Mr. Dzialo is Portfolio Manager of a global equity strategy and a global balanced strategy fund at Catalyst Funds and has over 31 years of investment experience.
Investment Strategy Insights

Headlines from Across the MAP

Michael Dzialo, Portfolio Manager -
Although no economy is the same and there are relevant differences between the Japanese and the US or European macro setup, we can learn quite a few things by studying what happened in a jurisdiction that experimented with QE and ‘‘QE + fiscal’’ already 20-30 years ago.
Investment Strategy Insights

Headlines from Across the MAP

Michael Dzialo, Portfolio Manager -
The biggest wildcard for U.S. inflation over the next year doesn’t come from used cars or airline fares. Instead, it is housing. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Here is our weekly curation of our favorite reads.
Investment Strategy Insights

Headlines from Across the MAP

Michael Dzialo, Portfolio Manager -
The biggest wildcard for U.S. inflation over the next year doesn’t come from used cars or airline fares. Instead, it is housing. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Here is our weekly curation of our favorite reads.
Investment Strategy Insights

MAP Views: Positioning Portfolios for a Higher Inflationary Environment

Michael Dzialo, Portfolio Manager -
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.
Investment Strategy Insights

The Forces of Inflation and Preparing your Portfolio

Michael Dzialo, Portfolio Manager -
The seemingly unlimited fiscal and monetary stimulus seen in the past 14 months will have consequences. We believe part of these consequences will show up in the form of inflation.
Investment Strategy Insights

The Forces of Inflation and Preparing your Portfolio

Michael Dzialo, Portfolio Manager -
The seemingly unlimited fiscal and monetary stimulus seen in the past 14 months will have consequences. We believe part of these consequences will show up in the form of inflation.
Investment Strategy Insights

MAP Views: The Seeds for Inflation Have Been Sown

Michael Dzialo, Portfolio Manager -
During the first quarter, stocks marched higher, fueled by trillions in fiscal and monetary stimulus and continued expectations that a post-COVID-19 economy will be a strong one.
Investment Strategy Insights

MAP Views: The Seeds for Inflation Have Been Sown

Michael Dzialo, Portfolio Manager -
During the first quarter, stocks marched higher, fueled by trillions in fiscal and monetary stimulus and continued expectations that a post-COVID-19 economy will be a strong one.
123...7Page 1 of 7

Stay in touch:

255,324FansLike
128,657FollowersFollow
97,058SubscribersSubscribe

Newsletter

Don't miss

Economic Insights

Income Shines: November 2024 HANDLS Monthly Report

0
November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.
Economic Insights

Building a Winning Portfolio for Trump’s Second Term

0
Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.
Economic Insights

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

0
Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.
Economic Insights

Chart of the Week: is the Stock Market Getting Ahead of Itself?

0
In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.
Economic Insights

What’s the Real Value of Active Management?

0
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
spot_img

About us

Most recent

Most popular

Subscribe

© Catalyst Insights - 2024 - All rights reserved.