November 2017 Perspective

November 06, 2017 | Market Commentary

In recent months, we have discussed the emergence of a synchronized global expansion unfolding across most economic regions.

Markets & Economy » Monthly Outlook - November

November 06, 2017 | Market Commentary

We discuss the new Federal Reserve chair, U.S. economic growth, and more in our Monthly Outlook Update video for November.

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.

Markets & Economy » Emerging Markets Update: Trends Affecting Emerging Markets

March 09, 2017 | Emerging Markets

Entering 2016, many emerging market countries continued struggling to find a new growth model in the aftermath of the Global Financial Crisis. While economic growth in emerging markets briefly rebounded...

December 2016 Perspective

December 08, 2016 | Market Commentary

Our December Perspective provides our view on the latest US and global economic news. This month’s edition includes updates on China, England, fixed income, and our US outlook in the wake of the election.

October 2016 Perspective

October 10, 2016 | Market Commentary

The U.S. Federal Reserve at its September meeting once again did not raise the federal funds rate. Stronger economic data earlier in the summer increased expectations for a Fed move, but...

Markets & Economy » Monthly Market Update - October

October 10, 2016 | Market Commentary

Research Communication Strategist Tom Patterson discusses our perspective on central bank policy, the US election, and the US and global economies in our October Monthly Market Update.

Markets & Economy » Monthly Market Update - September

September 09, 2016 | Market Commentary

Research Communication Strategist Tom Patterson shares Manning & Napier’s U.S. and global economic outlook, with updates on India, China, Brazil, and more.

September 2016 Perspective

September 09, 2016 | Market Commentary

The second estimate of second-quarter gross domestic product (GDP) growth was revised down slightly from a 1.2% seasonally-adjusted annual rate to 1.1%. Lower readings for government spending and housing construction were the primary drivers of the adjusted figure.

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.

Markets & Economy » Monthly Market Update - May

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.

March 2016 Perspective

March 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, up from an initial estimate of 0.7% growth. A change to inventories accounted for nearly all of the upward revision.

Vantage » Country in Focus: China

February 26, 2016 | Emerging Markets

As long-term investors, we aim to see the big picture globally and keep our focus on the structural characteristics that should affect a country over time. China remains one of the countries where we see scope for continued outperformance in terms of economic growth, as well as a destination for many profitable investment opportunities.

Markets & Economy » 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.

Fourth Quarter 2015 International Perspective

February 09, 2016 | International Markets

At the beginning of the fourth quarter, an optimistic outlook for commodity prices and accommodative monetary policy of major central banks drove global equity markets higher. As the period progressed, renewed concerns over China’s growth trajectory emerged amid economic data that came in below consensus expectations. This helped push commodity prices to new lows and undermine investor sentiment, which weighed on equities.

February 2016 Perspective

February 05, 2016 | Market Commentary

An advance estimate of real gross domestic product (GDP) showed the economy expanded at a 0.7% annualized rate in the fourth quarter, down from 2% in the third quarter and 3.9% in the second quarter.

Markets & Economy » The Market Rides the Volatility Wave — What to Know About China

January 20, 2016 | Market Commentary

U.S. equity markets got off to a rough start in 2016. During the first week of the year, major domestic indices were down around 6%, with the S&P 500 registering its worst five-day performance to open a year in history. Volatility continued last week. As with the market downturn last summer, China was at the center of discussions about equity market performance.