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Markets & Economy
Health Care in Emerging Markets: A Compelling Investment Opportunity
March 11, 2016 | Emerging Markets
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 …
Monthly 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.
A Primer on TIPS in Today’s Market Environment
February 25, 2016 | Fixed Income
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 …
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.
Addressing Long-Term Goals During Short-Term Volatility
January 26, 2016 | Market Commentary
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% …
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, …
Inflation is Not Dead: What to Expect in 2016
January 11, 2016 | Fixed Income
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 …
The Fed Concludes its Countdown to Liftoff
December 17, 2015 | Fixed Income
Following its two-day December meeting, the U.S. Federal Reserve’s policy setting Federal Open Market Committee (FOMC) decided to adjust the federal funds policy interest rate for the first time since December 2008. The rate will increase from a range of 0% to 0.25% to a range of 0.25% to 0.5%. …
A Long-Awaited Turning Point for Argentina?
December 10, 2015 | Emerging Markets
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 …
Selectivity: 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 …