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October 01, 2021 | Market Commentary
Volatility Strikes Back US equities experienced the return of volatility toward the end of September as economic growth concerns, legislative turmoil, and rising interest rates sparked a stretch of choppy trading. The S&P 500 Index fell 4.8% over the month, snapping a lengthy streak of …
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All AudiencesSeptember 29, 2021 | Market Commentary
The days of downloading software to your desktop or a local server now seem like a distant memory. Today, software is increasingly hosted in a remote datacenter (aka the “cloud”) and accessed on the Internet via a web browser or mobile app. The implications are far reaching. The shift has not …
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All AudiencesSeptember 14, 2021 | Market Commentary
It isn’t the flashiest of businesses, but the steady railroad industry keeps on chugging along. We see opportunity in a few of the North American rail operators and lay out our view for how we are thinking about the space.
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All AudiencesSeptember 01, 2021 | Market Commentary
The Beat Goes On US equities rose again in August with the S&P 500 Index rising 2.9% over the month. The gains extend the equity market’s winning streak up to seven consecutive months. Global markets rose as well with the MSCI All Country World Index rising 2.4% for the month. In fixed income, …
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All AudiencesAugust 04, 2021 | Market Commentary
Yet Another Strong Month The US stock market delivered another month of gains, albeit more modest than what we have seen of late. A strong upsurge in economic activity continues to drive positive equity performance, with an assist from last month’s news of the newly agreed upon bipartisan …
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All AudiencesJuly 01, 2021 | Market Commentary
A Relentless Bull Run The US stock market ended June near all-time highs, building on its gains from earlier this year and further extending the remarkable, post-COVID market rally. Tech led the charge as investors rotated away from cyclical-type names that were economic reopening beneficiaries, …
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All AudiencesMay 18, 2021 | Investment Themes
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 …
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All AudiencesMay 03, 2021 | Market Commentary
Bouncing Back and Then Some US equity markets continued marching higher in April, driven by strong earnings results and further normalization of economic activity. The gains were broad-based, with both growth-oriented and economically sensitive industries performing well. Within fixed-income, …
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All AudiencesApril 13, 2021 | Investment Themes
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 …
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All AudiencesMarch 04, 2021 | Investment Themes
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 …
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