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Markets & Economy
Understanding Blockchain and Digital Assets
July 27, 2021 | Investing
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 …
An Update on Wages and Inflation
July 07, 2021 | Investing
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 …
A Closer Look at the Housing Market
June 22, 2021 | Investing
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 …
Our View on Inflation
June 04, 2021 | Investing
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 …
3 Opportunities Across Sectors and Styles
May 18, 2021 | Investing
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 …
Infrastructure, Spending, and Growth
May 04, 2021 | Investing
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 …
Moving Beyond COVID in Biopharma
April 13, 2021 | Investing
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 …
Stimulus, Small Caps, and Growth
March 18, 2021 | Investing
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 …
Three Industries that Shouldn’t Be Ignored
March 04, 2021 | Investing
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 …
The Value of Gold in a Portfolio
February 18, 2021 | Investing
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 …