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.

Visual Capitalist: “Visualized: A Global Risk Assessment of 2021 And Beyond”

Factor Research: “Market Timing via the VRP?”

Euractiv: “European Central Bank sets up climate team, considers green bonds”

Bloomberg: “Harvard and Yale Endowments Among Those Reportedly Buying Crypto”

Bloomberg: “Today’s Dirty Utilities May Be Tomorrow’s ESG Winners”

Bloomberg: “Could California’s Shopping Centers Be a Housing Fix?”

NBC News: “Just 1 in 10 companies expect all employees to return to the office”

A Wealth Of Common Sense: “9 Uncomfortable Facts About the U.S. Stock Market”

Financial Times: “Is value investing back from the dead?”

Eli Dourado: “Notes on technology in the 2020s”

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Newsletter

Don't miss

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?

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Michael Dzialo, Portfolio Manager
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.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?