September 2017 Perspective

September 07, 2017 | Market Commentary

Amid the tumultuous political landscape, it seems unreasonable to expect the combination of political uncertainty and financial market calm to last in perpetuity. We feel it is important for investors to prepare for potentially attractive investment opportunities that may arise when volatility eventually returns.

August 2017 Perspective

August 08, 2017 | Market Commentary

After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.

July 2017 Perspective

July 06, 2017 | Market Commentary

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

Webinar: Volatility, Valuations, & Complacency

June 22, 2017 | Market Commentary

With volatility at all time lows and elevated valuations, how does complacency factor in? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss balancing risk and reward while seeking opportunities moving forward.

Markets & Economy » Rising Investor Sentiment May Mean Little for the Economy

May 24, 2017 | Market Commentary

The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility.

Markets & Economy » 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.

Markets & Economy » 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.

Markets & Economy » “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.

Vantage » Evaluating Valuations: An Environment of Elevated Risk for U.S. Equities

May 20, 2015 | Domestic Markets

The November 2014 article titled Three Dimensions of Risk and Returns for U.S. Equities discussed our framework for minimizing the risk of sustained capital loss, a key tenet of the investment process at Manning & Napier. The indicators that are used to analyze this risk from a top-down perspective are grouped into three families: economic, valuation, and liquidity/sentiment.