Search
Filter by type
July 18, 2019 | Investment Themes
Markets have had a great first half of the year. Stock prices reached new highs, and investors who stayed the course during last year’s selloff have been rewarded. The good times, however, cannot go on forever, and issues such as slowing growth, trade, and politics are …
Audience
All AudiencesJuly 09, 2019 | Investment Themes
After a rocky end to 2018, global financial markets have bounced back. Stocks have showed their resilience. They’ve recovered most, if not all, of last year’s losses, rewarding investors who have stayed the course. Although financial markets appear to be back on solid footing, slower growth, trade …
Audience
All AudiencesJune 19, 2019 | Market Commentary
The Federal Reserve is meeting today, amid widely-held expectations that they will be cutting interest rates over the next 12-18 months. Typically, the Fed lowers rates to spur growth in the face of a slowdown. In fact, it has been more than 20 years since they have cut rates outside of what …
Audience
All AudiencesJune 06, 2019 | Investment Themes
At Manning & Napier, our traditional strategies invest in specifically-selected stocks and bonds. Because we pick individual securities, we often get questions about why we bought or didn’t buy a given stock. Every stock we buy fits into one of our three time-tested stock selection strategies. …
Audience
All AudiencesJune 04, 2019 | Market Commentary
After a strong first four months of the year, global stocks took a step back in May due to worsening geopolitics and trade tensions on several fronts. The US stock market fell 7% for the period.
Audience
All AudiencesMay 02, 2019 | Market Commentary
New All-Time Highs If the first four months of 2019 feel like déjà vu, that’s because it just might be. Much like in 2017, a year in which US stocks rose in all twelve months for the first time in history, stocks are again on a relentless rise, posting one all-time high after another. In April, …
Audience
All AudiencesApril 24, 2019 | Market Commentary
International equities bounced back strongly in the first quarter as the sharp selling pressure experienced late last year evaporated. Although the gains internationally were not as significant as in domestic markets, foreign equities were able to pare much of their recent losses.
Audience
All AudiencesApril 23, 2019 | Investment Themes
If you’ve changed the way you watch TV in the last few years, you are not alone. Not long ago, home entertainment was a game where everyone was a winner. As recently as 2011, 90% of US households had some sort of pay TV (via cable, phone company, or satellite). Cable companies raised rates …
Audience
All AudiencesApril 10, 2019 | Investment Themes
Just like sunshine and chirping birds, ubiquitous For Sale signs are a sure sign of spring. More than ten years after the Great Recession, which saw home prices plummet, the housing market has certainly come a long way from the bottom. Despite significant improvement, however, home ownership …
Audience
All AudiencesApril 02, 2019 | Market Commentary
US stocks finished the quarter with one of its best starts in a decade. All 11 S&P 500 sectors ended the quarter higher for the first time since 2014, and growth companies saw particularly strong gains. The market has now recovered almost all of its fourth quarter losses from last year.
Audience
All AudiencesLoading...