Library

Ebrahim Busheri

Director of Investments

Library » Semi-Annual Outlook: Investing With Conviction

July 12, 2018 | Investment Themes

While the economy may be on firmer ground, navigating volatile financial markets will remain challenging. In our newest Semi-Annual Outlook, we provide our perspective on what to expect in the second half of 2018 and where we see opportunity. Get your copy today »

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » How A Custom Portfolio Can Help Non-Profits Achieve Their Mission

July 06, 2018 | Investment Themes

Case studies are a great way for endowments and foundations to learn about what works for similar organizations. This post focuses on a common problem many organizations face: How should an investment portfolio be managed to help achieve its goals? Details of this particular case study could …

Library » July 2018 Perspective

July 02, 2018 | Market Commentary

Trade Tensions Heat Up It appears increasingly likely that Chinese President Xi Jinping will attempt to match President Trump blow for blow after the Trump Administration announced plans to go ahead with initial tariffs on $50 billion worth of Chinese goods. China responded by declaring …

Markets & Economy » Fiscal Misspending?

June 28, 2018 | Domestic Markets

Gradual economic progress since the financial crisis has eventually brought the US to more firm footing. Labor markets have strengthened, capital spending and business investment are more robust, overall economic activity has improved, and inflationary pressures are building. Concurrently, the …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » Recent Social Security Headlines are Old News

June 27, 2018 | Wealth Management

An annual report about Social Security and Medicare made headlines in early June by highlighting what many people already know – Social Security and Medicare reform is going to be necessary at some point soon. The big news in this year’s report from the Social Security Board of Trustees is that …

Endowments & Foundations » Webinar: Three Case Studies in Helping Non-Profits Achieve Their Mission

June 25, 2018 | Investment Themes

As a not-for-profit employee or board member, you have the responsibility of helping your organization meet its financial and philanthropic goals. That can feel like a heavy burden in today's ever-evolving fundraising world and volatile investment environment. The good news is …

Markets & Economy » China Hit with $50 Billion in Tariffs

June 15, 2018 | Market Commentary

In March, President Trump announced worldwide steel and aluminum tariffs, while simultaneously granting temporary exemptions to Canada, Mexico, and the EU as negotiations were being pursued to address the administration’s concerns about the steel and aluminum industries. The deadline for those …

Jeffrey Ingraham

Portfolio Strategist

Markets & Economy » Why International Small Cap is an Underutilized and Misunderstood Asset Class

June 07, 2018 | International Markets

  Portfolio Strategist, Jeffrey Ingraham, CFA, shares his thoughts on why international small cap is a misunderstood and underutilized asset class. Download our Product Spotlight to learn more about Manning & Napier’s opportunistic solution. Manning & Napier Advisors, LLC ( …

Library » June 2018 Perspective

June 05, 2018 | Market Commentary

Italian Politics Roil Markets In late May, initial attempts in Italy to form a coalition government between the populist Five Star Movement and the far-right League failed, sparking a political crisis and market turmoil. Italian bond yields surged and the debt of other periphery EU countries …


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