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Markets & Economy » Can Electric Vehicles Spark Investment Opportunities?
July 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- …
Markets & Economy » The Road Ahead for Electric Vehicles
May 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 …
Markets & Economy » Retail Fights Back
January 19, 2018 | Market Commentary
Amazon gets all the headlines and for good reason; the online retailer is a juggernaut and has so far disrupted nearly every corner of retail. Its subscription service, Amazon Prime, is growing by millions of people each year, and after its recent acquisition of Whole Foods, Amazon has …
Markets & Economy » A Bitcoin Education
January 03, 2018 | Market Commentary
Bitcoin is on a meteoric rise. The cryptocurrency rose more than 13x in 2017 and has risen exponentially since first breaking onto the scene early this decade. While bitcoin’s price has soared at an astounding, orders-of-magnitude scale, the road has not always been smooth. From the day of the …
Markets & Economy » Retail Closures on Record Pace
October 12, 2017 | Market Commentary
The state of U.S. retailing continues to dominate headlines in 2017 as retailers grapple with the ramifications of a rapidly changing industry. It has become commonplace to hear of retailer plans to shutter or aggressively scale-back on brick-and-mortar locations.
Spotlights » Disruptive Innovation
April 22, 2015 | Investment Themes
This Our View discusses the advantages and perils of disruption and how Manning & Napier perceives both in our efforts to find opportunity and manage risk.
Vantage » Life in the Last Mile
February 17, 2015 | Market Commentary
Life is lived in the last mile. The last mile is a term that originated in the telecommunications, cable, and Internet industries to reflect the final leg of the system connecting the customer. It is thus not a literal mile but a useful metaphor, as the final leg of a distribution network …
Library » Webinar: Our Perspective on Disruptive Innovation
December 08, 2014 | Investment Themes
In our most recent webinar on disruptive innovation Portfolio Strategist, Greg Woodard, discussed how disruption can create opportunity.
Markets & Economy » Disruptive Innovation: The New Normal
October 13, 2014 | Investment Themes
The current economic and market environment is not one in which a rising tide of economic growth will lift all ships; actually, it’s quite the opposite. As businesses compete, the winners will largely succeed at the expense of the losers. Consider recent examples such as Nokia and BlackBerry; …
Library » Disruptive Innovation Series (part 4 of 4)
October 13, 2014 | Investment Themes
Portfolio Strategist, Greg Woodard and Managing Director of Emerging Growth, Ebrahim Busheri discuss the value of using active share to help choose a truly active manager.