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.

Health Care in Emerging Markets: A Compelling Investment Opportunity

March 11, 2016 | Emerging Markets

Many emerging market countries today are struggling to find a new growth model. Those that are reliant on commodity exports have been hit especially hard in the wake of China’s economic transition and a broader slowdown in the developed world that has weighed on commodity prices.

Monthly Market Update - February

March 10, 2016 | Market Commentary

Research Communication Strategist Tom Patterson discusses February's initial volatility in global equity markets, the late month market rally, and shares Manning & Napier's perspective on the market opportunities we see today.

Marc Bushallow

Marc Bushallow

Managing Director, Fixed Income

A Primer on TIPS in Today’s Market Environment

February 25, 2016 | Fixed Income

Inflation, or the lack thereof, continues to be a hot topic among economic and market forecasters. Weak aggregate demand worldwide and the resulting pattern of slow global growth has contributed to persistently low inflation...

Monthly Market Update - January

February 24, 2016 | Market Commentary

Research Communication Strategist Tom Patterson discusses three causes for the volatility we saw in global equity markets in January, and shares Manning & Napier's perspective on the opportunities in today's market.

Addressing Long-Term Goals During Short-Term Volatility

January 26, 2016 | Market Commentary

Assumptions about future returns are made every day by a wide variety of investors. These assumptions are often based on annualized returns that can mask tremendous amounts of performance variation.

The Market Rides the Volatility Wave — What to Know About China

January 20, 2016 | Market Commentary

U.S. equity markets got off to a rough start in 2016. During the first week of the year, major domestic indices were down around 6%, with the S&P 500 registering its worst five-day performance to open a year in history. Volatility continued last week. As with the market downturn last summer, China was at the center of discussions about equity market performance.

Inflation is Not Dead: What to Expect in 2016

January 11, 2016 | Fixed Income

Years of disinflation coupled with very low market expectations for future inflation have lulled many investors into a false sense of security that inflation can’t happen in the U.S.

The Fed Concludes its Countdown to Liftoff

December 17, 2015 | Fixed Income

Following its two-day December meeting, the U.S. Federal Reserve’s policy setting Federal Open Market Committee (FOMC) decided to adjust the federal funds policy interest rate for the first time since December 2008. The rate will increase from a range of 0% to 0.25% to a range of 0.25% to 0.5%.

A Long-Awaited Turning Point for Argentina?

December 10, 2015 | Emerging Markets

Argentina went to the polls on November 22 and elected Buenos Aires Mayor Mauricio Macri as its next president. Macri’s win over ruling-party candidate Daniel Scioli was seen as a rejection of the interventionist economic policies pursued by President Cristina Fernández de Kirchner...