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Library » February 2019 Perspective
February 05, 2019 | Market Commentary
The January Effect in Action After a difficult fourth quarter last year, US equities bounced back strongly to start 2019. The S&P 500 rose 8%, its best January performance since 1987, as all eleven S&P sectors saw gains. Since hitting a recent bottom on Christmas Eve, US stocks have risen …
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All AudiencesLibrary » December 2018 Perspective
December 03, 2018 | Market Commentary
Chairman Powell Changes His Tune In a late-November speech at the Economic Club of New York, Federal Reserve Chairman Jerome Powell tempered his language on rising interest rates, describing them as “just below” neutral (1). Investors celebrated the softened assessment, and stocks rose. …
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Library » Treasuries Are Not Attractive to Foreigners
November 10, 2018 | Investment Themes
Apathetic analysis of foreign bond markets would have investors believe that US Treasury yields are attractive globally due to the wide differential between nominal US Treasury yields and global developed market yields. While it is true that nominal US Treasury yields are near their highest …
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Financial AdvisorsLibrary » Strategy in Focus: An Underappreciated Asset Class
October 23, 2018 | Market Commentary
High yield is an underappreciated asset class that has historically generated equity-like returns, typically with less volatility and a more favorable level of downside risk management. We provide an update on the state of the high yield market, share insights on investing …
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 »
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All AudiencesLibrary » May 2018 Perspective
May 02, 2018 | Market Commentary
Treasury Yields Hit Four-Year High The 10-Year US Treasury yield rose above 3% in April for the first time since the so-called ‘Taper Tantrum’ of 2013. The measure is a key benchmark influencing borrowing costs throughout the economy and has brought rising rate concerns to the forefront of …
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All AudiencesMarkets & Economy » Implications of Tax Reform on Fixed Income
March 01, 2018 | Market Commentary
The Tax Cuts and Jobs Act is having a notable impact across wide swaths of the economy, and the fixed income market is no different. The bill’s key achievement of lowering the corporate tax rate is certainly a favorable outcome for a number of businesses and their investors. Smaller tax …
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All AudiencesMarkets & 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 …
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All AudiencesLibrary » Featured Product: Manning & Napier Fund, Inc. High Yield Bond Series
January 09, 2018 | Investment Management
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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All AudiencesLibrary » January 2018 Perspective
January 05, 2018 | Market Commentary
The U.S. Economy 2017 was a great year for investors as strong returns pushed domestic equities to fresh all-time highs. Robust equity performance was seen across many of the major indices both domestically and abroad. Most fixed income sectors posted healthy gains as well. At the same time, …
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