The U.S. Consumer: A Potential Bright Spot

October 12, 2016 | Market Commentary

Wage growth in the U.S. is finally starting to trend upward. Could the American consumer be poised for a turnaround?

Monthly Market Update - October

October 10, 2016 | Market Commentary

Research Communication Strategist Tom Patterson discusses our perspective on central bank policy, the US election, and the US and global economies in our October Monthly Market Update.

Hillary, Donald, and Investing

September 26, 2016 | Market Commentary

The U.S. presidential election is now full steam ahead, with the first debate between the Democratic and Republican candidates happening tonight. The campaign still plays itself out across traditional media such as print and television, but increasingly the narrative of the election is being shaped seemingly hour-by-hour through social media.

Monthly Market Update - September

September 09, 2016 | Market Commentary

Research Communication Strategist Tom Patterson shares Manning & Napier’s U.S. and global economic outlook, with updates on India, China, Brazil, and more.

Rousseff is Ousted by the Brazilian Senate

September 07, 2016 | Market Commentary

On August 31, the Brazilian Senate voted to remove Dilma Rousseff as president following her impeachment trial. Interim President Michel Temer, who was Rousseff's vice president, will now finish out her second term, which runs through the end of 2018.

The Economic Impact of the Olympics

September 01, 2016 | Active Management

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.

The Positive Impact of Real Estate Getting a Seat at the GICS® Table

August 22, 2016 | Market Commentary

The addition of the Real Estate sector to the GICS® structure is significant because it highlights real estate’s important and growing position in today’s global economy. We explore the implications for real estate and REITs in our new blog post.

Monthly Market Update - August

August 04, 2016 | Market Commentary

Markets rose in July as concerns regarding the Brexit eased. Research Communication Strategist Tom Patterson shares Manning & Napier's economic outlook for Europe and the United States, highlighting crude oil prices and the Brexit, in the latest Monthly Market Update video.

International Small Cap Equity is Ripe for Active Management

August 02, 2016 | International Markets

As an asset class, international small cap equity tends to fly under the radar. We believe the lack of attention to the space, however, presents an attractive investment opportunity.

Update on Brexit: Theresa May Set to Become Prime Minister

July 13, 2016 | International Markets

New Prime Minister Theresa May will have to balance domestic political considerations with questions about the international status as the government develops a plan for potentially moving beyond the UK's recent shared experience with Europe.

Monthly Market Update - June

July 06, 2016 | Market Commentary

The Brexit surprised markets in June. Research Communication Strategist, Tom Patterson shares Manning & Napier's outlook for Europe and other economic news in the latest Monthly Market Update video.

Britons Vote in Favor of Brexit

June 24, 2016 | International Markets

Following a referendum held yesterday, citizens of the United Kingdom have chosen to leave the European Union. Find out what the Brexit means for investments in our new post.

Monthly Market Update - May

June 08, 2016 | Market Commentary

Research Communication Strategist Tom Patterson shares Manning & Napier’s outlook on the latest economic news, including Japan’s stimulus options, Brazil’s impeachment proceedings, and the possibility of another federal funds rate hike in the U.S.

Digital Trends Driving Opportunity

June 02, 2016 | Investment Themes

As consumers spend more time online, we expect to see a commensurate shift in advertising and retail sales dollars away from traditional forms towards the internet. Learn about how we are capitalizing on these long-term trends in our new blog post, Digital Trends Driving Opportunity.

“Go for Growth” Still a Sound Strategy in Today’s Market

May 18, 2016 | Investment Themes

Investing in companies that can grow their earnings at above-average rates is particularly important in today’s slow-growth economy. We explore the case for growth stocks in our new post, “Go For Growth” Still a Sound Strategy in Today’s Market.

Update on Brazil—Rousseff to Face an Impeachment Trial

May 12, 2016 | International Markets

Brazil’s Senate voted yesterday to hold an impeachment trial for President Dilma Rousseff. Learn more about our perspective and what this means for investments in our Update on Brazil post.

Monthly Market Update - April

May 05, 2016 | Market Commentary

Research Communication Strategist Tom Patterson shares Manning & Napier’s perspective on the latest economic news, including the potential “Brexit,” China’s government stimulus, and expectations for continued low interest rates.

The Rise of Indonesian Consumerism

April 20, 2016 | Emerging Markets

Recent positive developments in Indonesia suggest a policy-driven recovery in domestic demand. Lower inflation, declining interest rates, and attractive demographics pose a favorable backdrop for Indonesian consumption. Learn more about our view on Indonesia and where investors can find opportunity.

Monthly Market Update - March

April 11, 2016 | Market Commentary

Research Communication Strategist Tom Patterson shares Manning & Napier's perspective on market movements in March, including volatile global equity markets, the Fed, events in Europe, and where we see opportunities in today’s market.

The Two Important Questions Facing Brazil

March 29, 2016 | International Markets

Headlines out of Brazil in recent months have been dominated by the political circus tied to the potential impeachment of President Dilma Rousseff. The last couple of weeks have been no different, but some new twists and turns have upped the chances that Rousseff will soon be out of a job.