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July 06, 2020 | Market Commentary
A Rally for the Ages The US stock market finished June higher, adding incremental gains on what was already shaping up as a historic quarter. Equities closed the month within striking distance of flat year-to-date, and they have recovered much of their losses from the mid-March low. Our …
Audience
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- …
Audience
All AudiencesJuly 02, 2018 | Market Commentary
Trade Tensions Heat Up It appears increasingly likely that Chinese President Xi Jinping will attempt to match President Trump blow for blow after the Trump Administration announced plans to go ahead with initial tariffs on $50 billion worth of Chinese goods. China responded by declaring …
Audience
All AudiencesJune 05, 2018 | Market Commentary
Italian Politics Roil Markets In late May, initial attempts in Italy to form a coalition government between the populist Five Star Movement and the far-right League failed, sparking a political crisis and market turmoil. Italian bond yields surged and the debt of other periphery EU countries …
Audience
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 …
Audience
All AudiencesSeptember 12, 2017 | Market Commentary
With Hurricanes Harvey and Irma hitting the sun belt of the United States, natural disasters are taking a devastating toll on life and property. Our hearts go out to all those affected. In this post, we explore the economic effects of natural disasters. Natural disasters of this scale are …
Audience
All AudiencesNovember 11, 2014 | Investment Themes
Coming into the third quarter 2014, it was mostly calm and quiet across financial markets as major indices continued upward largely uninterrupted through the first half of the year. That all changed as the quarter progressed and renewed worry over the stability of global economic growth …
September 27, 2012 | Market Commentary
The U.S. trade balance has been deteriorating since the late 1990s, in part due to increasing imports of crude oil and other petroleum products (Chart 1). This trend has improved somewhat in recent years given a combination of decreasing consumption and increasing production (Chart 2). In 2010, …
May 31, 2012 | Investment Themes
Introduction While the prospect of a U.S. manufacturing renaissance has gained headlines over the past few months, Manning & Napier has been monitoring this theme for nearly a year. We understand the amplified interest as progress in the manufacturing industry is a compelling story which, in …
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