Search
Filter by type
Library
economic cycleX
Library » Second Quarter 2017 International Perspective
July 20, 2017 | International Markets
Quarterly Market Review Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April …
Library » July 2017 Perspective
July 06, 2017 | Market Commentary
Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.
Library » June 2017 Perspective
June 06, 2017 | Market Commentary
Recall that in late 2016, we shifted our U.S. and global macro overviews, stating that while growth may marginally improve, we expected it to remain bound within the post-global financial crisis range. We stand by this view.
Library » May 2017 Perspective
May 05, 2017 | Market Commentary
Domestic and international political uncertainties led to a significant risk-off move during April, driving a further reversal of the reflation trade and a mild flight to safe haven assets.
Library » April 2017 Perspective
April 05, 2017 | Market Commentary
Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.
Library » March 2017 Perspective
March 07, 2017 | Market Commentary
Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful …
Vantage » Research Note - March 2017
March 03, 2017 | Market Commentary
Since the surprising results of the U.S. presidential election in November, the equity markets (especially those in the U.S.) have generally marched steadily upward. In fact, through mid-February, almost all major global equity indices have generated positive returns year-to-date. This also holds …
Vantage » Research Note - December 2016
December 22, 2016 | Market Commentary
The conventional wisdom leading into last month’s U.S. presidential election held that in the unlikely event that Donald Trump was victorious, a significant market sell-off would likely ensue. Early financial market indicators on election night certainly fit this scenario as Dow Jones Industrial …
Markets & Economy » These Remarkable Times Continue
December 22, 2016 | Market Commentary
There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …
© 2018 Manning & Napier | Privacy Policy | Legal Disclaimer | Business Continuity | Whistleblower Policy