Michael Dzialo, Portfolio Manager, Author at Catalyst Insights

1 min

Headlines from Across the MAP

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.

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1 min

Headlines from Across the MAP

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.

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5 min

MAP Views: Positioning Portfolios for a Higher Inflationary Environment

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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7 min

The Forces of Inflation and Preparing your Portfolio

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.

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4 min

MAP Views: The Seeds for Inflation Have Been Sown

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.

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6 min

How to Evaluate an Investment Strategy: Returns Do Not Tell the Whole Story

It can be difficult decide on a strategy and investment team in a sea of performance statistics. There is no perfect statistic or number for selecting a specific strategy; however, we believe some measures can be useful. This essay will walk through the common metrics used when discussing portfolio performance and provide some context for these numbers.

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1 min

Headlines from Across the MAP

Risk is all around us. After the events of 2020, it’s not surprising that the level and variety of risks we face have become more pronounced than ever. 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.

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5 min

The Right Sector Mix for 2021 Portfolios: Consumer Staples, Technology, and Healthcare

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. Despite the vast amount of negative news, financial markets ultimately shrugged off the bad news.

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1 min

Headlines from Across the MAP

It wasn’t just the Fed or the stimulus. The rise in savings among white-collar workers created a tide lifting nearly all financial assets. 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.

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1 min

Headlines from Across the MAP

Investors have a content problem. The constant barrage of information – mostly useless noise – can be overwhelming. 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.