Research Library

Our comprehensive collection of investment insights

RSS Feed View Full Research Library

Markets & Economy

Perspective on what’s trending in the markets and
how it impacts investors


A top down view of global economic trends

Our View

Thought-provoking topics & themes influencing today's financial decisions

Optimizing Your Cash With a BDIA

Institutions are quickly realizing that this is not the same world it once was - and it's never been more important to develop their cash management strategies.

Learn More

Featured Topic: Active Management

September 01, 2016

The Economic Impact of the Olympics

Countries that host the Olympic Games invest billions of dollars hoping to see a boom in their economy, from increased tourism spending and infrastructure updates. Some countries flourish and see a return on their investment from hosting the Olympics, while others pile on debt that can take decades to pay off.

August 22, 2016

Building and Interpreting Custom Investment Benchmarks

From simple beginnings, the investment benchmark has become a de-facto aspect of most investment programs today. There are many types of benchmarks, but the most widely accepted version uses passive market indices as standards of performance measurement and points of comparison for various portfolio characteristics.

June 30, 2016

Checking in on the Consumer

The U.S. consumer is widely known to be the major contributor to domestic economic activity. In fact, the American consumer’s share of the U.S. economy (over 68%) ranks among the highest in the world.

June 17, 2016

Remaining Active Through Uncertainty

As we head into the second half of 2016, we provide our view of what to expect in global financial markets, and highlight how active management may help navigate the current market environment as long-term investors work to reach their investment objectives.

May 13, 2016

Balancing Risk and Taxes

Dana Vosburgh, the Director of Family Wealth Management, discusses various types of taxes that investors should be aware of and which investments may be subject to these taxes.

April 12, 2016

Free Cash Flow and Dividends: How A Focus On Yield Can Help Investors Provide for Today and Prepare for Tomorrow

This paper will explore (1) why an approach that includes an allocation to stocks with high dividend and free cash flow yields can help investors meet conflicting objectives, and (2) how stocks that have demonstrated high cash flow yields and high dividend yields have performed over the last 25+ years.

February 23, 2016

Manning & Napier’s Regulatory Outlook for Advisors

Understand how today’s challenging regulatory landscape impacts your practice and clients.

January 22, 2016

Focusing on Long-Term Return Objectives in a Low Return World

Assumptions about future returns are made every day by a wide variety of investors. Defined benefit pension plans rely on return assumptions to calculate funding status and necessary contributions while individual investors use them as a guide to determine if they are properly saving for retirement.