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September 25, 2018 | Investment Themes
Shares of newly IPO’d cannabis company Tilray went on a wild ride last week as the stock whipsawed between unbelievable gains and extraordinary losses. Having just IPO’d at $17 a share on July 19, the stock has been soaring since. The euphoria peaked when trading was halted on four separate …
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All AudiencesManaging Director of Quantitative Strategies Group
September 14, 2018 | Investment Themes
ESG investing—environmental, social, and governance—is becoming increasingly popular with investors. Christopher Petrosino, Managing Director of Manning & Napier’s Quantitative Strategies Group, explains why it isn’t just an investment trend and common ways ESG investing can …
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All AudiencesAugust 23, 2018 | Investment Themes
Cloud computing is unlocking enormous growth potential for even the largest tech companies including internet giants Amazon, Microsoft, and Google. Their cloud platforms, known as Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) are transforming enterprise IT into a …
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All AudiencesAugust 09, 2018 | Investment Management
For the past three decades, bond markets have been on one of the most impressive bull runs in history. In fact, since 1987, bonds have returned 10% or more in 29% of calendar years compared to just 11% of the time between 1926 and 19861. As a result, investors have largely been able to meet their …
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All AudiencesJuly 18, 2018 | Investment Themes
Part Two of a Two-Part Series In Part One of our Two-Part Series, we discussed broad trends that are unfolding in the electric vehicle (EV) space. Today, we discuss investment implications from the rise in demand for EV-related commodities. In the wake of rising popularity of electrically- …
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All AudiencesJune 28, 2018 | Market Commentary
Gradual economic progress since the financial crisis has eventually brought the US to more firm footing. Labor markets have strengthened, capital spending and business investment are more robust, overall economic activity has improved, and inflationary pressures are building. Concurrently, the …
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All AudiencesJune 15, 2018 | Market Commentary
In March, President Trump announced worldwide steel and aluminum tariffs, while simultaneously granting temporary exemptions to Canada, Mexico, and the EU as negotiations were being pursued to address the administration’s concerns about the steel and aluminum industries. The deadline for those …
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All AudiencesPortfolio Strategist
June 07, 2018 | Market Commentary
Portfolio Strategist, Jeffrey Ingraham, CFA, shares his thoughts on why international small cap is a misunderstood and underutilized asset class. Download our Product Spotlight to learn more about Manning & Napier’s opportunistic solution. Manning & Napier Advisors, LLC ( …
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All AudiencesMay 16, 2018 | Investment Themes
Part One of a Two-Part Series It may come as a surprise, but electric vehicles (EV) were first introduced nearly 200 years ago. These were small-scale electric cars, and not until around the 1870s were more practical electric cars made available. While EVs quickly gained in popularity, the …
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All AudiencesApril 30, 2018 | Market Commentary
Simmering trade tensions have captured investors’ attention in recent weeks as President Trump takes aim at what he sees as a highly problematic trade deficit between the US and China. The White House has ratcheted up pressure on the bilateral trade relationship by announcing significant …
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