Vantage » Research Note - August 2016

August 29, 2016 | Market Commentary

Once again equity markets have demonstrated their ability to bounce back from a flare up in volatility. The market shock from the unexpected victory for the “Leave” camp in the United Kingdom’s referendum on membership in the European Union has faded, and the VIX is once again near multi-year lows.

Markets & Economy » 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.

Marc Bushallow

Marc Bushallow

Managing Director, Fixed Income

Comparing Traditional Cash Management Strategies

August 17, 2016 | Fixed Income

Recent regulations and the current low interest rate environment are limiting how much organizations can earn on their excess cash. A Bank Deposit Investment Account (BDIA), a customized cash management solution that can help organizations generate more income on their excess cash, may be worth considering.

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Five Ways to Attract Millennial Donors

August 17, 2016 | Investment Themes

With more millennials than baby boomers, it is important to incorporate marketing tactics in your overall strategy to attract millennials to help your organization create life-long donors. We have outlined five ways your organization can adopt a millennial mindset and attract millennial donors.

Shelby George

Shelby George

Senior Vice President, Advisor Services

DOL’s Fiduciary Rule Poses New Litigation Threat to IRA Advice

August 15, 2016 | Retirement Plans

The Fiduciary Rule will undoubtedly change the retirement planning landscape. Amidst the uncertainty, the advisors who will benefit are those who can focus on a process that identifies their clients’ unique needs and best interest.

Vantage » Country in Focus: European Union

August 15, 2016 | International Markets

There has been an enormous amount of ink and intellectual capital deployed in recent weeks in the wake of the United Kingdom's (UK) historic referendum decision to leave the European Union (EU).

Vantage » Research Note - August 2016

August 10, 2016 | Market Commentary

A recurring topic in our Research Notes in 2016 has been the importance of being prepared for market volatility against a backdrop of slow economic growth and relatively full valuations.

Markets & Economy » 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.

August 2016 Perspective

August 04, 2016 | Market Commentary

The first estimate of second quarter gross domestic product (GDP) growth came in at a seasonally-adjusted annual rate of 1.2%, which was below consensus expectations. First quarter GDP growth was revised down as well, from 1.1% to 0.8%. Despite the lackluster overall figure, consumer spending remained strong and was by far the top contributor to growth.

What’s Next for Brexit?

August 03, 2016 | International Markets

The “Brexit” outcome of the UK’s referendum on EU membership surprised investors. We discuss potential next steps, our view on the UK’s political situation, and the impact on the economy and investors.

Markets & Economy » 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.

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Four Ways to Build Stronger Relationships with your Donors

July 13, 2016 | Investment Themes

How well are you stewarding the donors that keep your organization running by investing in time, talent, and treasure? Are your donors in a rewarding and meaningful relationship with your organization? Implementing donor stewardship activities can increase trust and improve donor relationships...

Markets & Economy » 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.

Second Quarter 2016 International Perspective

July 13, 2016 | International Markets

Compared to the market gyrations at the outset of 2016, global financial markets were relatively sanguine for most of the second quarter. April and May saw a continuation of risk-on sentiment, and global equity markets followed a measure of economic surprises in some of the world's largest economies to their highest point this year.

Markets & Economy » 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.

July 2016 Perspective

July 06, 2016 | Market Commentary

The nonfarm payroll report released at the beginning of June showed that the economy created only a paltry 38,000 jobs in May, well below the 178,000 average for the first four months of the year. The unemployment rate fell to 4.7% from 5.0%, but only due to a significant drop in the size of the labor force.

Webinar: From Complacency to Volatility

July 01, 2016 | Market Commentary

While the markets appear to have settled, the risk for volatility remains. Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss our outlook moving forward, the importance of avoiding complacency, and how you can plan to capitalize on volatility.

Vantage » Checking in on the Consumer

June 30, 2016 | Active Management

The U.S. consumer is widely known to be the major contributor to domestic economic activity. In fact, the American consumer’s share of the U.S. economy (over 68%) ranks among the highest in the world.

July 2016 YourShare

June 29, 2016 | Market Commentary

There continues to be mixed economic data coming out of the U.S. For example, while manufacturing survey data remain soft and the jobs report released at the beginning of May came in below consensus forecasts, retail sales have been relatively strong and the growth in new home sales has been stellar.

Markets & Economy » 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.