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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 …

Markets & Economy » Volatility Awakens

February 06, 2018 | Market Commentary

The Dow Jones Industrial Average (DJIA) gave up more than 1,100 points yesterday in its largest one-day point decline on record. The S&P 500 dropped 4.1% for the day, and the CBOE Volatility (VIX) Index more than doubled. The downward move in equities began early last week, and the selloff …

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 …

Library » December 2017 Perspective

December 07, 2017 | Market Commentary

The U.S. Economy The current bull market rolled on in the month of November as the S&P 500 kept rising, closing above 2,600 for the first time ever. The U.S. large-cap equity market is now up over 350% since the trough of the financial crisis, marking one of the longest bull markets in American …

Library » August 2017 Perspective

August 08, 2017 | Market Commentary

After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.

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.

Markets & Economy » The First 100 Days, an Investor’s Perspective

May 01, 2017 | Market Commentary

Markets rode a roller coaster during President Trump’s first 100 days in office. Upon inauguration, confidence hovered near its post-recession peak and continued to grow upbeat. This helped support markets, which hit all-time highs shortly following the president’s well-received Congressional …

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.


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