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Vantage » The U.S. Manufacturing Renaissance: Weathering the Storm

November 23, 2015 | Domestic Markets

We first explored the U.S. manufacturing renaissance in 2012, when our perspective was that a resurgence of domestic manufacturing activity would be a silver lining—not a silver bullet—for U.S. economic growth. This assessment has proved to be correct over the past three years, and we believe …

Markets & Economy » Water Scarcity: The Global Need to Move it and Improve it

March 09, 2015 | Investment Themes

Water is arguably the most important natural resource on earth. Covering greater than 70% of the planet’s surface, its apparent abundance is deceiving. Fresh water is critical to humanity and represents only a fraction of the total water supply. An even smaller proportion of that is accessible …

Library » Revisiting the U.S. Manufacturing Renaissance

June 10, 2014 | Investment Themes

Over two years have passed since we introduced the U.S. Manufacturing Renaissance theme in our Outlook Series. At that time, we detailed initial signs of a pick-up in domestic manufacturing, driven by both a return of formerly outsourced production as well as an expansion in goods for export. …

Markets & Economy » Revisiting the U.S. Manufacturing Renaissance

June 09, 2014 | Investment Themes

More than two years have passed since we introduced our U.S. Manufacturing Renaissance theme. At that time, we detailed initial signs of a pick-up in domestic manufacturing driven by both a return of formerly outsourced production and an expansion in goods for export. This trend was being driven …

Library » Economic Cycle Update

November 29, 2013 | Domestic Markets

Since the earliest days of the current recovery, we have been making the case for a slow/below-trend economic growth rate for the U.S. economy. We reasoned that the growth rate would be necessarily slow as the consumer would need years to recover from the post-housing bubble hangover. Furthermore …

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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