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America’s Bond Market is Crushing It

By Penn Mutual Asset Management | November 3, 2017

Penn Mutual Asset Management CIO Mark Heppenstall outlines the potential risks to the long-running bond bull market in his latest contribution for The Hill. While the bond bull market remains… Read More

How Long Will our ‘Goldilocks’ Economy Under Trump Last?

By Penn Mutual Asset Management | August 9, 2017

Penn Mutual Asset Management CIO Mark Heppenstall contributed an article to The Hill where he discusses the current gridlock in Washington, the “new normal” economic environment and investment trends amid low volatility. Mark anticipates all these factors will extend the credit cycle into extra innings and enable the Fed to be patient with future rate hikes.

The Odds of Trump Tax Reform are Tied to This Area of the Stock Market

By Penn Mutual Asset Management | April 12, 2017

Penn Mutual Asset Management CIO Mark Heppenstall contributed an article to The Hill where he outlines how the “Trump Trifecta” of taxes, regulation and infrastructure stand to impact markets. Despite the recent failure of Trump’s healthcare reform plan, Mark notes the stock market continues to look past headlines and toward the president’s pro-growth policies. He expects the financial sector will be best positioned to benefit from the new administration’s economic agenda.

PMAM CIO Mark Heppenstall on Safe-Haven Plays with CNBC “Closing Bell”

By Penn Mutual Asset Management | April 12, 2017

PMAM Chief Investment Officer Mark Heppenstall appeared on CNBC “Closing Bell” last Friday amid the day’s breaking news of a surprisingly weak March employment report and unexpected geopolitical news. He offered his thoughts on safe-haven plays, noting the markets have been quick to shake off politically-driven news from Washington D.C., but investors are still looking for safety. He points to treasury inflation-protected securities (TIPs) as an option for investors, since they pay a current income and are especially attractive as inflation pressures build.

PMAM CIO Mark Heppenstall on Where to Find Value in Q2 with Fox Business

By Penn Mutual Asset Management | April 4, 2017

On Friday, PMAM’s Chief Investment Officer Mark Heppenstall appeared on Fox Business “Countdown to the Closing Bell with Liz Claman” to discuss the market’s resiliency throughout the first quarter despite setbacks, such as the failure to repeal the Affordable Care Act. He also shared his outlook for the second quarter, noting the financial sector stands to benefit from the “Trump Trifecta” of taxes, regulation and infrastructure, as well as rising interest rates.

What Investors Can Expect from the Federal Reserve in 2017

By Penn Mutual Asset Management | January 11, 2017

Penn Mutual Asset Management CIO Mark Heppenstall contributed an article to The Hill where he shared his outlook on what investors can expect from the Federal Reserve (Fed) in 2017.

PMAM CIO Mark Heppenstall Appearing on CNBC Power Lunch Today

By Penn Mutual Asset Management | October 24, 2016

Tune into CNBC Power Lunch this afternoon at 1:15 p.m. ET to see Chief Investment Officer Mark Heppenstall offer his perspective on what is moving U.S. markets. He will discuss the most significant uncertainties adding pressure to the global economy and share his expectations for the fourth quarter.

Mark Heppenstall Returning to CNBC Power Lunch on Monday

By Penn Mutual Asset Management | October 21, 2016

Chief Investment Officer Mark Heppenstall will join CNBC Power Lunch on Monday, Oct. 24th between 1 and 3 p.m. ET to discuss why U.S. stocks and bonds are struggling and the global conditions contributing to market uncertainty.

PMAM Hosts a Distinguished Panel Discussion on The State of State Pensions

By Penn Mutual Asset Management | July 21, 2016

With next week’s Democratic National Convention serving as a backdrop, Penn Mutual Asset Management will be hosting a ground-breaking event on The State of State Pensions, to be held Tuesday, July 26, 2016, at 12 noon at the Hamilton Garden in the Kimmel Center.

Poor Fixed Income Liquidity Contributing to ETF Growth

By Penn Mutual Asset Management | December 3, 2015

The trading volume of the most popular fixed income Exchange Traded Funds (ETFs) demonstrates a strong, increasing pattern. There are many traditional reasons for this increase in ETF popularity, but liquidity is emerging as one of the more important considerations contributing to this growth.