Markets & Economy » 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.

May 2016 Perspective

May 05, 2016 | Market Commentary

From a potential “Brexit,” to the effects of the Chinese government stimulus, to the Rousseff impeachment proceedings in Brazil; we expect volatility will be the name of the game in the near future. Learn more about our views on these and other issues in the May 2016 Perspective Newsletter.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowment & Foundation FAQs: The Hidden Risks of Fixed Income

April 26, 2016 | Investment Themes

Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

Friday Deadline to Claim Under Social Security’s File & Suspend Strategy

April 25, 2016 | Wealth Management

For those eligible, the deadline to claim Social Security’s File and Suspend strategy is Friday, April 29th, 2016. Offering the ability to receive some Social Security benefits early...

Markets & Economy » 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.

Vantage » Research Note - March 2016

April 15, 2016 | Market Commentary

The performance of the S&P 500 in the first quarter of 2016 was ordinary and rather extraordinary at the same time. This proxy for U.S. large-cap stocks closed the quarter up 0.77% (exclusive of dividends), which is a little light in terms of the historical average return but well within historical norms. This is only part of the story, however.

First Quarter 2016 International Perspective

April 14, 2016 | International Markets

Following a volatile and lackluster 2015, global equity markets got off to a rocky start as 2016 opened. The MSCI All Country World Index (ACWI) was down by more than 11% year-to-date as of February 11 before recovering most of its losses by mid-March.

Markets & Economy » 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.

April 2016 Perspective

April 07, 2016 | Market Commentary

Global equity markets generated strong positive absolute returns during March and by the end of the month had nearly reached the levels at which they opened 2016 on a local-currency basis. Returns are modestly positive for the year on a U.S.-dollar basis. Valuations in the broad U.S. stock market remain somewhat elevated...

April 2016 YourShare

April 07, 2016 | Market Commentary

A revised estimate of real gross domestic product (GDP) showed the economy expanded at a 1.0% annualized rate in the fourth quarter of 2015, up from an initial estimate of 0.7% growth.

Vantage » Country in Focus: Italy

April 06, 2016 | Emerging Markets

Italy is the third largest economy in the eurozone. It is the second most visited country in Europe, and has become a pillar of modern design for everything from high-fashion clothing to luxury sports cars. With its famous culture, architecture, and palatial landscapes on one hand, and its state-of-the-art, high-end auto industry on the other, Italy often represents an intersection of old and new.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Regulatory FAQ: “Final” Agency Rules Issued After Mid-May, 2016, Might Not Be So Final

April 06, 2016 | Retirement Plans

An obscure parliamentary mechanism called the Congressional Review Act (CRA) may enable the 2017 Congress and President to overturn final regulations they don’t like...

Webinar: The Hidden Risks of Fixed Income for Endowments & Foundations

April 05, 2016 | Fixed Income

Marc Bushallow, Managing Director of Fixed Income and Nicholas Cintineo, Senior Investment Consultant, discuss the importance for Endowments & Foundations to navigate the risks that exist in today's fixed income environment in order to stay on track towards long-term goals.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Fixed Income Literacy

April 05, 2016 | Fixed Income

Fixed income can be a daunting topic for even the savviest of investors. So it is no surprise that a recent Edward Jones survey found that 63% of Americans "don't know" how rising rates will affect their portfolios, while another 24% feel "completely in the dark."

Webinar: Long-Term Opportunities in a Volatile Market

March 31, 2016 | Market Commentary

While short-term volatility is inevitable, it is important to remain focused on the long-term. Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss the recent market environment, the expectation of volatility, and the long-term opportunities that still exist.

Markets & Economy » 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.

Dana Vosburgh

Dana Vosburgh

Director of Family Wealth Management

Retirement Planning: Protecting your Investments against Volatility and Economic Concerns

March 22, 2016 | Wealth Management

For most retirees, investing can be described as a balancing act; dampen market volatility to fund ongoing expenses, but also generate enough growth to fund those expenses for a long period of time and experience volatility along the way.

Our View » Exploring Fixed Income's Hidden Risk

March 21, 2016 | Fixed Income

For decades, bonds have often been viewed as safe and stable investment options. Today, the environment is changing and traditional fixed income offerings are no longer the “safe” option they were before.

Vantage » Research Note: February 2016

March 11, 2016 | Market Commentary

Volatility can provide opportunities for investors to add value through active management. Embracing volatility is inherently uncomfortable, because it forces you to step in when the crowd is running for the exits or to walk away when the crowd is still piling in. In Ralph Waldo Emerson’s words, “People wish to be settled; only as far as they are unsettled is there any hope for them.”

Markets & Economy » 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.