Second Quarter 2017 International Perspective

July 20, 2017 | International Markets

Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April through June period, and have generated approximately 14% year-to-date.

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.

Chris Petrosino

Chris Petrosino

Managing Director of Quantitative Strategies Group

Product Spotlight: Disciplined Value Series

February 06, 2017 | Investment Themes

Managing Director of Quantitative Strategies Group, Chris Petrosino, discusses our Disciplined Value Series.

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.

Target Date Fund Glide Path Evaluation: What Really Matters?

October 12, 2016 | Retirement Plans

The target date fund (TDF) universe continues to expand, providing plan fiduciaries with more options to consider. This offers greater opportunity to select a suite of TDFs that closely aligns with a plan’s specific needs, but also...

Vantage » Research Note - September 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.

Marc Bushallow

Marc Bushallow

Managing Director, Fixed Income

Product Spotlight: Unconstrained Bond Series

April 15, 2016 | Fixed Income

Managing Director of Fixed Income, Marc Bushallow, discusses our Unconstrained Bond Series.

Endowments & Foundations » 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.

Product Spotlight: Pro-Blend® Maximum Term

December 10, 2015 | Investment Themes

Portfolio Strategist, Darin Leone, discusses our Pro-Blend® Maximum Term Series.

The Importance of Selectivity in Today’s Environment

October 26, 2015 | Active Management

In this series we discuss why investors must be selective and identify specific examples of Manning & Napier’s selectivity in the current equity and bond markets.

Using Derivatives in the Fixed Income Markets

October 16, 2015 | Fixed Income

While derivatives may have a negative connotation to some investors, it is common for fixed income managers to simply utilize them as risk management tools to adjust exposure to interest rate, credit, and currency risk rather than a means to take on excessive risk/leverage.

Endowments & Foundations » Managing Spending Needs in Today’s Low Interest Rate Environment

July 20, 2015 | Wealth Management

For many investors, the need for current income to support spending needs is a primary investment objective. For example, investors that may place a priority on maintaining stability of current income needs include...

Webinar: Searching for Income in a Low-Yield World

July 07, 2015 | Fixed Income

With yields below average, searching for income to meet your investors' goals can be challenging. In order to find value, you must understand the risks that are involved with fixed income portfolio decisions. Managing Director, Christopher Petrosino, and Darin Leone, Portfolio Strategist, discuss the market outlook moving forward.

The Hidden Risk of Fixed Income Indexing

June 18, 2015 | Fixed Income

Conventional wisdom is to check the oil in your car at regular intervals. While there has been some debate as to how often to change it, there is no arguing that your car’s engine couldn’t run for very long without oil.

Managing Credit and Interest Rate Risk in the Current Market Environment

June 08, 2015 | Active Management

Credit risk can be broadly defined as the risk of default and/or widening of credit spreads. In general, investors expect to be compensated with higher yields when purchasing bonds with a higher degree of credit risk.

Markets & Economy » Evaluating Active Managers: The Benefits of Being Different

May 27, 2015 | Active Management

Gaining a better understanding of active management in today’s evolving and sometimes volatile investment environment begins with a simple point: Not all active managers are alike. Since the market downturn of 2008, there has been a reappearance in industry dialogue of the claim that...

Product Spotlight: Pro-Blend® Conservative Term

May 15, 2015 | Investment Themes

Portfolio Strategist, Darin Leone, discusses our Pro-Blend® Conservative Term Series.

Active vs. Passive Management on Wisdom Wealth Radio

May 13, 2015 | Active Management

Recently, our Portfolio Strategist, Darin Leone, sat down to speak with Scott Lucas of Lucas Financial Services, to discuss active vs. passive management and where we see opportunities in the market today. Listen to their conversation on Wisdom Wealth Radio, 98.9 FM, Columbus.

Balancing Risk Management and Tax Management

May 06, 2015 | Wealth Management

Benjamin Franklin famously said that there is nothing certain in this world except death and taxes. A common perception is that taxes are currently too high, too complex, and therefore require a high level of annual planning. Furthermore, income and realized gains...

Are Active Managers Doing Their Job?

March 25, 2015 | Active Management

Since the market downturn of 2008, active equity managers have come under fire. Not only did many of these managers fail to provide meaningful downside risk management relative to market indices during the credit crisis, but most have failed to keep up with their benchmarks as the markets...