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Markets & Economy
Investments that Chug Along
September 14, 2021 | Market Commentary
It isn’t the flashiest of businesses, but the steady railroad industry keeps on chugging along. We see opportunity in a few of the North American rail operators and lay out our view for how we are thinking about the space.
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All AudiencesOur Perspective on Afghanistan
August 30, 2021 | Market Commentary
The situation in Afghanistan is quickly evolving. As the US Military works to ensure a safe evacuation for as many Americans and Western allies as they can, a stark reality is beginning to set in. The Taliban have taken over, and their rules are now reality for the approximately 40 million people …
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All AudiencesChina's Private Sector Crackdown
August 11, 2021 | Market Commentary
China has been a bit of an outlier globally in terms of its response to COVID and the resulting economic cycle that has followed. Conspiracy theories and differences of opinion with regard to the origin of the virus aside, one could argue that China was uniquely suited to handle this pandemic from …
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All AudiencesUnderstanding 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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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 AudiencesA 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 AudiencesOur 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 Audiences3 Opportunities Across Sectors and Styles
May 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 …
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All AudiencesInfrastructure, 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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All AudiencesMoving Beyond COVID in Biopharma
April 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 …
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