April 2026 Perspective

Manning & Napier677 FollowersFollow5ShareSavePlay(4min)CommentsSummaryMarch was a reminder that markets can shift quickly when geopolitical events begin to shape the economic outlook.Bond markets offered less stability than investors might typically expect, as renewed inflation concerns contributed to higher rate volatility.US equity market leadership also narrowed meaningfully in March. Energy was by far the strongest-performing sector. courtneyk/iStock via Getty Images March was a reminder that markets can shift quickly when geopolitical events begin to shape the economic outlook. Over the course of the month, oil prices rose sharply, while US equities, after holding up reasonably well in the firstThis article was written byManning & Napier677 FollowersFollowManning & Napier (NYSE: MN) provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer equity and fixed income portfolios as well as a range of blended asset portfolios, such as life cycle funds, that use a mix of stocks and bonds. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations. For many of these clients, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems.