Emerging Markets Update: A Hybrid Approach to Investing

March 21, 2017 | Emerging Markets

The Global Financial Crisis forcibly aligned emerging market macroeconomic and monetary policy cycles. But, as we move further from the trough, emerging markets are becoming increasingly less homogeneous.

Unearthing Opportunities in Biotech

February 22, 2017 | Investment Themes

A number of defining characteristics of markets and economies signal a more challenging environment for investors. Economic growth in the U.S. and abroad remains sluggish, valuations are generally on the expensive side of neutral, forward return expectations are relatively muted...

2017 Could be the Year of the Active Manager

February 10, 2017 | Active Management

It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the reality of today’s environment.

Monthly Outlook - February

February 08, 2017 | Market Commentary

Monthly Outlook video for February provides an update on the US and global economy; including the impacts of President Trump, the ongoing Brexit negotiations, fixed income, and more.

These Remarkable Times Continue

December 22, 2016 | Market Commentary

There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and Industrial stocks.

Monthly Market Update - July

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.

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.

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 - April

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.

Monthly Market Update - March

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.

Monthly Market Update - February

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.

Selectivity: The New Way Forward for Investors

November 19, 2015 | Investment Themes

Shifting tides in the global economic backdrop during 2015 led us to make broad changes to our equity sector allocations throughout the year. We believe these changes position investor portfolios to capture what we view as the best opportunities in global equity markets that we expect to play out over the next several years.

China: Should investors run for the exit?

August 12, 2015 | Emerging Markets

Chinese equity markets experienced unprecedented growth in the trailing 12 months ended May, with major equity indices returning more than 125%. Come June, however, cracks began forming, and some investors were left holding the bag.

Share Buybacks in Today’s U.S. Equities Environment

July 13, 2015 | Investment Themes

S&P 500 companies announced a record $133 billion in share buybacks in April, furthering a trend that has provided support to U.S. equity markets in recent years. The surge in companies buying back their own stock is getting a lot of attention these days.

The Pharma Pipeline: Exploring an Underestimated Investment Theme

June 29, 2015 | Investment Themes

Worldwide equity markets have had an impressive showing since emerging from the Great Recession. The run-up in prices has coincided with equities becoming broadly more expensive. Some regions offer more attractive opportunities than others from a valuation standpoint, but the overall environment has become generally more challenging.

U.S. IPO Activity: Sign of Speculation?

October 31, 2014 | Domestic Markets

Trends in initial public offerings (IPOs) are among the many capital market factors we monitor to help us gauge the current position of the market cycle. As the bull phase of a cycle progresses, investors seeking to get in on the ground floor of the next great...

Disruptive Innovation: The New Normal

October 13, 2014 | Investment Themes

The current economic and market environment is not one in which a rising tide of economic growth will lift all ships; actually, it’s quite the opposite. As businesses compete, the winners will largely succeed at the expense of the losers.

Cyclically Adjusted Price to Earnings: Are U.S. Stocks Overvalued?

July 02, 2014 | Domestic Markets

The 2013 stock market rally was largely driven by rising valuation multiples. Weak economic growth coupled with healthy profit margins meant business fundamentals such as revenues and earnings barely budged as stock prices advanced.

A Closer Look at Japanese Yen Depreciation and its Impact on Growth and Equities

March 11, 2014 | International Markets

Weakness in the Japanese economy has given investors reason for concern. Recently released data showed that GDP grew just 0.2% quarter-over-quarter...