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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.
Audience
All AudiencesThe Rise of Indonesian Consumerism
April 20, 2016 | Investment Themes
When Joko “Jokowi” Widodo assumed the office of president of Indonesia in October 2014, we were cautiously optimistic that his success as governor of Jakarta would be replicated on a national scale. Yet shortly after taking office, our enthusiasm waned amid political disappointments that …
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All AudiencesMonthly Market Update - April
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.
Audience
All AudiencesThe Two Important Questions Facing Brazil
March 29, 2016 | Market Commentary
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. …
Audience
All AudiencesHealth Care in Emerging Markets: A Compelling Investment Opportunity
March 11, 2016 | Market Commentary
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. Policy …
Audience
All AudiencesMonthly Market Update - March
March 10, 2016 | Market Commentary
Research Communication Strategist Tom Patterson discusses February's initial volatility in global equity markets, the late month market rally, and shares Manning & Napier's perspective on the market opportunities we see today.
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All Audiences
A Primer on TIPS in Today’s Market Environment
February 25, 2016 | Market Commentary
Inflation, or the lack thereof, continues to be a hot topic among economic and market forecasters. Weak aggregate demand worldwide and the resulting pattern of slow global growth has contributed to persistently low inflation, as well as very low market expectations for future inflation. Fears …
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All AudiencesMonthly 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.
Audience
All AudiencesAddressing Long-Term Goals During Short-Term Volatility
January 26, 2016 | Investment Management
Assumptions about future returns are made every day by a wide variety of investors. These assumptions are often based on annualized returns that can mask tremendous amounts of performance variation. For instance, a simple blended portfolio consisting of 55% U.S. Large Cap stocks and 45% …
Audience
All AudiencesThe 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, …
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