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Library » April 2018 Perspective

April 04, 2018 | Market Commentary

Market Volatility Remains Elevated US equities suffered their worst week in more than two years last month on concerns that increasingly restrictive trade policies may disrupt global growth. Although US stocks recouped some of those losses the following Monday, the market gyrations on the heels …

Markets & Economy » Escalating Risks of Protectionism and Tariffs

March 22, 2018 | Market Commentary

In a recent post, we discussed some of the sector implications that could result from recently enacted steel and aluminum tariffs. Here, we explore the potential second-order effects that a protectionist trade policy can have—both on the US, and on the broader global economy. For the first …

Library » Webinar: Reassessing the Cycle

March 22, 2018 | Market Commentary

  The Disciplined Value Team puts recent market volatility in perspective, provides an update on the economy and equity markets, and offers their insight on what investors may encounter going forward. They also discuss company specific characteristics to look for at this point in …

Markets & Economy » Inflation Worries Are Picking Up

March 19, 2018 | Market Commentary

The Federal Open Market Committee’s two-day policy meeting begins tomorrow, March 20, and investors are assigning a high probability that policymakers will hike interest rates by 25 basis points. With respect to the inflation outlook, the magnitude and frequency of changes to the Fed funds rate …

Library » March 2018 Perspective

March 02, 2018 | Market Commentary

Equity Volatility Returns The Dow Jones Industrial Average suffered two declines of over 1000 points in early February as inflation fears led to a spike in market volatility. This marked the first correction (a decline of at least 10% from a recent high) for US equities in over two years. While …

Markets & Economy » What Happened and What’s Next for Fixed Income

February 13, 2018 | Market Commentary

Looking Back: An Era of “Goldilocks” The past year brought cheer across the financial markets. The world saw synchronized global growth and soft inflation readings, and with the exception of recent market gyrations, volatility persisted near historically low levels. Nothing was “too hot or too …

Library » February 2018 Perspective

February 08, 2018 | Market Commentary

The U.S. Economy US stocks began 2018 right where they left off, marching steadily higher. The synchronized global expansion persisted into the New Year, aiding US economic growth and supporting equity prices. Rising corporate earnings, tax reform, and elevated investor sentiment have each also …

Markets & Economy » Implications of the Federal Government Shutdown

January 22, 2018 | Market Commentary

Early Saturday morning, after Senate lawmakers failed to pass a short-term funding bill, the U.S. federal government began a shutdown of all non-essential services in the first federal government shutdown since October 2013. To reopen the government, the Senate needs a 60 vote supermajority, …

Library » Featured Product: Manning & Napier Fund, Inc. High Yield Bond Series

January 09, 2018 | Investment Themes

Economic growth has picked up, business and consumer confidence are soaring, and hopes are high that stimulative fiscal policies will lead to continued improvement in the U.S. economy. Yet for now, investors are still struggling to find ways to generate income amid interest rates that remain …


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