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Michael Dzialo, Portfolio Manager
12 posts
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.
Is the Market Underestimating Long-Term Inflation Risk?
China-U.S. tensions have been rising. Governments worldwide have jumped in to fill the economic gaps left by COVID-19. The Fed’s money printers have certainly been … whirring?
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The Outsized Risk of Investing in China
In the face of a pandemic that has brought the world to its knees, Chinese markets have been outperforming the rest of the world. It may seem strange that the source of COVID-19 is leading the way for 2020. It may seem especially inappropriate given the international backlash towards the country. It becomes egregious when you layer on the large debt pile and often misleading numbers coming from the Chinese government.
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Global Manager discusses lasting economic and business ramifications post pandemic
We believe there will be long-lasting economic and business ramifications long after the Covid-19 pandemic is resolved. Along the way governments will be on the hook for massive amounts of stimulus dollars to keep their economies running and in global financial markets, there will be companies and sectors that benefit and those who are adversely impacted by the deadly virus.
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Understanding Your Holdings in a Time of Market Uncertainty is Key
It is difficult to watch portfolio values decline. Spurred by fears of the Coronavirus and exacerbated by the precipitous drop in energy prices, stock prices experienced dramatic declines over the past few weeks
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What a Difference a Year Makes for Financial Markets!
What a difference a year makes! Despite the bear market forecast a year ago, 2019 turned out to be a stellar year for global equity markets paced by the S&P 500. The Dow Jones Industrial Average and NASDAQ Composite also posted record highs.
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2020 Elections & the Fate of Markets
The United States begins the year with elections looming. Depending on who you ask, the world as we know it may cease to exist. To the contrary, we believe the end of the world is far from near; however, as we approach November 3rd, we would like to provide some context to the race and identify key issues and industries that could be most affected by the outcome.
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Global Strategist Explains Why 2020 Presidential Election will Carry More Weight with Investors than Previous Ones
What impact will the November 2020 Presidential elections have on the financial markets? When will an economic downturn occur? These are two questions that have been at the forefront of investors’ minds. These concerns will likely continue to grow, reaching a crescendo near next year’s election.
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