Search
Filter by type
Markets & Economy
Managing Director, Fixed Income
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 …
Audience
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, …
Audience
All AudiencesInflation is Not Dead: What to Expect in 2016
January 11, 2016 | Investment Management
Years of disinflation coupled with very low market expectations for future inflation have lulled many investors into a false sense of security that inflation can’t happen in the U.S. Indeed, deflationary forces have recently been keeping a lid on inflation, including: A strong USD, which …
Audience
All AudiencesA Long-Awaited Turning Point for Argentina?
December 10, 2015 | Market Commentary
Argentina went to the polls on November 22 and elected Buenos Aires Mayor Mauricio Macri as its next president. Macri’s win over ruling-party candidate Daniel Scioli was seen as a rejection of the interventionist economic policies pursued by President Cristina Fernández de Kirchner (and her …
Audience
All AudiencesSelectivity: The New Way Forward for Investors
November 19, 2015 | Investment Themes
Shifting tides in the global economic backdrop during 2015 led us to make broad changes to our equity sector allocations throughout the year. We believe these changes position investor portfolios to capture what we view as the best opportunities in global equity markets that we expect to play …
Audience
All AudiencesManaging Director, Fixed Income
The Great Rate Hike
September 11, 2015 | Investment Management
Recent headlines suggest that bond investors are bracing for heightened volatility in fixed income markets, with pundits citing an eventual Fed rate hike as the catalyst that could give rise to further market gyrations. As the Fed moves toward policy normalization, investors are concerned that …
Audience
All AudiencesManaging Director, Fixed Income
“Safe” Can Be Risky
September 01, 2015 | Investment Management
The last several years have been defined by historically low interest rates, and using a bond index fund to gain market exposure to the broad fixed income market has become a more prevalent investor strategy. While rates have seen historic lows, they are expected to rise over time. Given the …
Audience
All Audiences
Our Perspective on Recent Volatility
August 25, 2015 | Market Commentary
Last Thursday and Friday, domestic equity markets saw the sharpest two-day decline since 2011, with the S&P 500 Index, Dow Jones Industrials Index and Nasdaq Composite falling 5-6% over two days. It was a similar start to this week, with broad U.S. stock indexes down approximately another 3% …
Audience
All Audiences