Retail Closures on Record Pace

October 12, 2017 | Market Commentary

The state of U.S. retailing continues to dominate headlines in 2017 as retailers grapple with the ramifications of a rapidly changing industry. It has become commonplace to hear of retailer plans to shutter or aggressively scale-back on brick-and-mortar locations. The challenges highlight the impact of e-commerce and changing consumer demands.

Monthly Outlook - October

October 09, 2017 | Market Commentary

What will quantitative tightening mean for the U.S. economy? We discuss in our new video.

Auto Loans are Starting to Rev Up

September 28, 2017 | Market Commentary

U.S. auto debt swelled to a record high $1.2 trillion at the end of the second quarter. This is the 25th consecutive quarter of auto loan growth, with the total outstanding balance now up 70% from a post-crisis low of $700 million in 2010.

Jeff Donlon

Jeff Donlon

Managing Director, Global Strategies Group

Europe Q&A with Jeff Donlon

September 25, 2017 | Market Commentary

European markets have been under pressure in recent years. However, the tide is turning for Europe and European equities given the current economic landscape, presenting an attractive opportunity for investors. Jeff Donlon, CFA, Managing Director of Manning & Napier’s Global Strategies Group, answers a few questions to help investors better understand our outlook on Europe.

The True Cost of Higher Education

September 20, 2017 | Market Commentary

Student loan debt is a $1.3 trillion problem in the United States, and it’s showing few signs of slowing down. On average, borrowers owe a staggering 70% more upon graduation than their predecessors just a decade ago.

The Consumer Debt Burden [Infographic]

September 14, 2017 | Market Commentary

U.S. household debt has surpassed previous peak credit bubble levels. Check out our new infographic on proliferating consumer debt.

Economic Recovery from a Natural Disaster

September 12, 2017 | Market Commentary

With Hurricanes Harvey and Irma hitting the sun belt of the United States, natural disasters are taking a devastating toll on life and property. Our hearts go out to all those affected. In this blog, we explore the economic effects of natural disasters.

Monthly Outlook - September

September 11, 2017 | Market Commentary

Our Monthly Outlook Update provides our perspective on North Korea, the Whole Foods/Amazon deal, fixed income, and more.

Colby Feane

Colby Feane

Portfolio Strategist

The Benefits of Investing in REITs

August 14, 2017 | Investment Themes

Real Estate is a unique asset class that provides a balanced mix of total return and diversification benefits to a broader portfolio.

Monthly Outlook - August

August 08, 2017 | Market Commentary

We talk policy implementation, recession odds, and opportunity in Europe in our Monthly Outlook Update video for August.

Monthly Outlook - July

July 06, 2017 | Market Commentary

Where are the markets headed during the second half of 2017? We offer our take on this and more in the Monthly Outlook Update video for July.

It’s Copper’s Time to Shine

June 21, 2017 | Investment Themes

The copper industry has been in a state of duress for the last several years following the end of the China-driven commodity supercycle. This industry pressure led to pricing declines and supply constraints, but with demand predicted to remain stable, we believe the industry is ripe for a multi-year deficit which presents opportunities for investors.

Theresa May Loses Parliamentary Majority

June 09, 2017 | Market Commentary

In April, British Prime Minister Theresa May called for a snap election to be held June 8 in an effort to consolidate power and strengthen her Brexit negotiating position against the European Union.

Three Reasons to Invest in International Small Cap Equities

June 08, 2017 | Investment Themes

Small, well-run companies exist all over the world providing investors with dynamic growth potential and attractive investment opportunities. Despite this, international small cap equities remain underinvested and largely overlooked by investors.

Monthly Outlook - June

June 06, 2017 | Market Commentary

Despite optimism, U.S. economic growth has remained slow. What needs to happen to create meaningful change? We discuss this and more in our Monthly Outlook Update for June.

Campaign Promises and Political Reality

June 01, 2017 | Market Commentary

President Donald Trump won the presidency with a platform focused in part on bringing manufacturing jobs back to the United States, promising to usher in a new “Industrial Revolution.” In 2016, manufacturing accounted for approximately 12% of U.S. GDP, or about $2 trillion. Despite its importance to the economy, however, the manufacturing industry is no longer the major employer it once was.

Rising Investor Sentiment May Mean Little for the Economy

May 24, 2017 | Market Commentary

The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility.

The Fate of Cash and the Growth of the Digital Wallet

May 08, 2017 | Investment Themes

There’s been a lot of excitement around the digital wallet. Apple Pay, Samsung Pay, Google Wallet, Visa Checkout, Masterpass, Chase Pay, PayPal, Venmo, and SnapCash have all shared in the headlines, but while the move to mobile is real, how to invest in the transition away from cash might be different than it appears.

Monthly Outlook - May

May 05, 2017 | Market Commentary

We consider how European politics, the Fed, and tax reform will affect the markets in our new Monthly Outlook video.

The First 100 Days, an Investor’s Perspective

May 01, 2017 | Market Commentary

Markets rode a rollercoaster during President Trump’s first 100 days in office. We look at some of the most noteworthy events for his administration.