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Library » Will the "Big Crew Change" Be the Catalyst to Decrease the Unemployment Rate?

April 30, 2013 | Investment Themes

It is well known that the recovery of the U.S. labor market has significantly lagged the corporate sector throughout the current economic expansion. The unemployment rate peaked at 10% in October 2009, the highest level since 1982 and the second highest reading since 1954 (Chart 1). While there …

Library » Potential Macroeconomic Consequences of an Aging Population with Insufficient Savings

January 03, 2013 | Investment Themes

Today’s “risk on/risk off” world is dominated by short-term (at times minute-by-minute) swings in sentiment influenced by the latest headlines hogging the spotlight, spanning from the Fiscal Cliff in the U.S. to the state of austerity plans in Greece. While these events have consumed the …

Library » The U.S. Manufacturing Renaissance: Silver Lining, Not Silver Bullet

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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