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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 AudiencesJune 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 …
Audience
All AudiencesMay 18, 2021 | Investment Themes
At Manning & Napier, we make many of our investment decisions based on bottom-up analysis. Our research team dives deep into hundreds of different companies, evaluating their fundamentals and their suitability as an investment. What makes a good investment is constantly changing. We don’t …
Audience
All AudiencesMay 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 …
Audience
All AudiencesApril 13, 2021 | Investment Themes
Never before have so many biopharmaceutical companies been household names. Pfizer, Moderna, J&J, AstraZeneca; the vaccine rollout has become something of a fun guessing game: which did you get? Just over one year after COVID-19 disrupted our lives, we are now getting to the point where multiple …
Audience
All AudiencesMarch 18, 2021 | Market Commentary
Last week, the latest US fiscal stimulus was signed into law, delivering $1.9 trillion of aid to a wide range of people and groups, as well as other non-COVID related spending. And at the same time, financial markets have continued evolving, but in a different way than in the past. Growth-style …
Audience
All AudiencesMarch 04, 2021 | Investment Themes
The best investments can often be the ones no one is talking about. The technology is too new or overlooked. The company is turning around but investors don’t believe it yet. Or, sometimes, the business is just so boring that no one bothers to even take a look. Part of our job as an active …
Audience
All AudiencesFebruary 18, 2021 | Investment Themes
For thousands of years, people have used gold to trade goods and services, store wealth, and protect against the pernicious effects of inflation. While gold may not be as essential to the plumbing of our financial system as it was decades ago, it remains a popular investment. The United States …
Audience
All AudiencesFebruary 02, 2021 | Market Commentary
What a week for a struggling video game retailer. GameStop, whose business has been under serious pressure for years now, saw its stock price experience startling levels of volatility last week as a short squeeze, options trading, social media, and raw speculation all coincided to send the stock …
Audience
All AudiencesJanuary 26, 2021 | Market Commentary
One of the best parts of presenting our investment outlook each January is the ability for us to hear directly from you. What questions are on your mind, what opportunities are you seeing, and what issues are keeping you up at night? While we were asked for our thoughts on a vast range of …
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