Library

Markets & Economy » Unlocking Income: Using a BDIA to Optimize Cash

June 01, 2016 | Investment Themes

Before the 2008 Global Financial Crisis, public and private organizations generated sizable returns on cash deposits held at banks, in money market accounts, and through certificates of deposit. Today, post-crisis regulations make it nearly impossible to generate meaningful income on excess cash …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » Endowment & Foundation FAQs: The Hidden Risks of Fixed Income

April 26, 2016 | Investment Themes

Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed. Why should Endowment & Foundation investors be …

Shelby George

Senior Vice President, Advisor Services

Library » Fixed Income Literacy

April 05, 2016 | Fixed Income

Fixed income can be a daunting topic for even the savviest of investors. So it is no surprise that a recent Edward Jones survey found that 63% of Americans "don't know" how rising rates will affect their portfolios, while another 24% feel "completely in the dark." Many plan sponsors feel the …

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » A Primer on TIPS in Today’s Market Environment

February 25, 2016 | Fixed Income

Inflation, or the lack thereof, continues to be a hot topic among economic and market forecasters. Weak aggregate demand worldwide and the resulting pattern of slow global growth has contributed to persistently low inflation, as well as very low market expectations for future inflation. Fears …

Library » Manning & Napier’s Regulatory Outlook for Advisors

February 23, 2016 | Active Management

Download this Outlook to understand how today’s challenging regulatory landscape impacts your practice and clients, and to learn more about the following: Find Opportunity in Fixed Income How to position fixed income in a rising rate environment Your Fiduciary Responsibility Evolving …

Markets & Economy » Addressing Long-Term Goals During Short-Term Volatility

January 26, 2016 | Market Commentary

Assumptions about future returns are made every day by a wide variety of investors. These assumptions are often based on annualized returns that can mask tremendous amounts of performance variation. For instance, a simple blended portfolio consisting of 55% U.S. Large Cap stocks and 45% …


Loading...