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November 15, 2012 | Market Commentary
At the conclusion of its two-day meeting in September, members of the Federal Reserve’s Federal Open Market Committee (FOMC) announced an agreement to pursue additional monetary policy accommodation. With the goal of fostering a stronger economic environment, the committee set forth a plan to …
September 27, 2012 | Market Commentary
The U.S. trade balance has been deteriorating since the late 1990s, in part due to increasing imports of crude oil and other petroleum products (Chart 1). This trend has improved somewhat in recent years given a combination of decreasing consumption and increasing production (Chart 2). In 2010, …
September 13, 2012 | Market Commentary
We concluded our December 2011 Outlook Series piece: Emerging Markets: Dipping a Toe In, acknowledging the extraordinary growth prospects in the emerging world, which were even more compelling in the midst of the slow growth environment. To recap, as conditions evolved throughout 2011, valuations …
September 12, 2012 | Market Commentary
For the third year in a row, solid first quarter global equity market performance and investor optimism has taken a hit as a result of yet another growth scare and a flare up of the European Union (EU) sovereign debt crisis. Rising concerns surrounding growth both in the developed and the …
September 10, 2012 | Market Commentary
The uncertainty and volatility dominating equity markets in recent quarters has led investors to seek shelter in perceived safe haven investments such as defensive sectors of equity markets and high dividend paying stocks. The strong performance of these areas is a direct reflection of …
August 09, 2012 | Retirement Plans
The increased scrutiny target date funds have received following the global stock market downturn of 2008 and early 2009 highlights the importance of understanding their structures and mechanics, with particular attention paid to the glide path. However, it is also important to acknowledge that …
May 31, 2012 | Investment Themes
Introduction While the prospect of a U.S. manufacturing renaissance has gained headlines over the past few months, Manning & Napier has been monitoring this theme for nearly a year. We understand the amplified interest as progress in the manufacturing industry is a compelling story which, in …
May 20, 2012 | Active Management
Introduction For years, investors have universally accepted that risk and return are inherently two sides to the same coin. You cannot have return without risk. However, while investment returns are obvious; investment risk is much more subtle. If you ask three investors to define risk, you will …
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All AudiencesMarch 23, 2012 | Investment Management
Today’s fixed income landscape is anything but normal. With U.S. short-term interest rates hovering near zero (Figure 1) and long-bond rates near multi-decade lows, income generation has become more difficult to achieve. Additionally today’s low yields offer investors in long-bonds relatively …
March 15, 2012 | Active Management
Overview The global economy is currently facing a unique inflationary environment in which pockets of inflation are developing in certain industries and geographies, yet excess capacity in other parts of the world is resulting in a more subdued inflationary environment overall. As these fluid …
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