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Library » August Perspective
August 04, 2021 | Market Commentary
Yet Another Strong Month The US stock market delivered another month of gains, albeit more modest than what we have seen of late. A strong upsurge in economic activity continues to drive positive equity performance, with an assist from last month’s news of the newly agreed upon bipartisan …
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All AudiencesMarkets & Economy » Understanding Blockchain and Digital Assets
July 27, 2021 | Market Commentary
From Bitcoin to Top Shot to Ethereum to tokenized tweets, digital assets are everywhere today. Despite their controversy, volatility, and sometimes illicit use cases, it is increasingly likely they are here to stay. We believe it would be valuable to provide some degree of clarity about digital …
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All AudiencesLibrary » Webinar: Inflation, the Economic Cycle, and Finding Opportunity in a World Awash with Cash
July 14, 2021 | Market Commentary
In this webinar, Marc Bushallow, Managing Director of Fixed Income at Manning & Napier, discussed why the bond market, interest rates, and inflation are still oscillating quickly, equities are at all-time highs, and what it all means for the quarter ahead. For a summary of …
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Financial AdvisorsFinancial Planning » Mid-Year Outlook 2021: Guiding You Through a Market in Limbo
July 12, 2021 | Market Commentary
The economy is roaring, and the market has bounced back, hitting new highs along the way and leaving many investors wondering if we’ve come too far too fast. In our Mid-Year 2021 Outlook, we answer this key question and lay out our expectations for the rest of the year.
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Markets & Economy » An Update on Wages and Inflation
July 07, 2021 | Market Commentary
Inflation has moved higher in 2021 as the US economy began a once-and-for-all reopening. Surging demand, supply chain shortages, and government stimulus have combined to cause eye-popping price hikes for goods and services closely linked to a return to pre-pandemic life. In today’s blog post, we …
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All AudiencesLibrary » July Perspective
July 01, 2021 | Market Commentary
A Relentless Bull Run The US stock market ended June near all-time highs, building on its gains from earlier this year and further extending the remarkable, post-COVID market rally. Tech led the charge as investors rotated away from cyclical-type names that were economic reopening beneficiaries, …
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All AudiencesMarkets & Economy » A Closer Look at the Housing Market
June 22, 2021 | Market Commentary
The pressure was building for years, and the global pandemic struck the match. The US housing market is on fire. Residential homes are going for 10, 20, and even 30 percent or more over list price. There are stories of open houses so full there’s no room to move, and anecdotes of bidding wars …
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All AudiencesMarkets & Economy » Our View on Inflation
June 04, 2021 | Market Commentary
Executive Summary Inflation is rising, and we expect it to continue rising in the near-term We believe these above-trend price increases will be relatively short-lived as the economy works through a variety of transitory issues Long-term structural forces should continue to keep …
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All AudiencesLibrary » June Perspective
June 02, 2021 | Market Commentary
Watching the Inflation Curve US stock and bond market performances were relatively flat for the month of May. While it may seem like it was a quiet month in the aggregate, there were a few moments of volatility throughout the period. In mid-May, the US Consumer Price Index for April rose by its …
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All AudiencesMarkets & Economy » Infrastructure, Spending, and Growth
May 04, 2021 | Market Commentary
Stimulus bills have been the dominant market story of 2021, and it looks like more fiscal spending might be on the way. Despite much hand wringing over whether all this government spending is good for the economy long-term, it’s clear that the stimulus has made a short-term impact, and that it …
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