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Markets & Economy » Power of AI
September 30, 2019 | Investment Themes
Artificial intelligence (AI) is at the forefront of technology today. As companies advance existing innovations and create new ones, AI will play an increasing role in fueling economic growth. In a recent report, consulting firm McKinsey found that AI could potentially add $13 trillion of …
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All AudiencesMarkets & Economy » Changing the Vacation Game
June 06, 2019 | Investment Themes
At Manning & Napier, our traditional strategies invest in specifically-selected stocks and bonds. Because we pick individual securities, we often get questions about why we bought or didn’t buy a given stock. Every stock we buy fits into one of our three time-tested stock selection strategies. …
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All AudiencesMarkets & Economy » The Streaming Wars Have Begun
April 23, 2019 | Investment Themes
If you’ve changed the way you watch TV in the last few years, you are not alone. Not long ago, home entertainment was a game where everyone was a winner. As recently as 2011, 90% of US households had some sort of pay TV (via cable, phone company, or satellite). Cable companies raised rates …
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All AudiencesMarkets & Economy » Big Tech Meets Big Government
March 08, 2019 | Investment Themes
Big technology has changed our lives: Apple and the iPhone; Google and Gmail; Amazon as the Everything Store; and Facebook and its social kingdom. Over the past few years, the Silicon Valley tech giants have grown to capture an ever-greater part of our lives. As these companies take up more of …
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All AudiencesMarkets & Economy » Biotech Starts Strong in 2019
January 17, 2019 | Investment Themes
Amid volatility and drug pricing rhetoric, stock prices of pharmaceuticals and biotech companies trailed the market in 2018. Two weeks into 2019, however, biotech is enjoying its best-ever start to a year. We have found the sector attractive for some time due to strong fundamentals and high …
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All AudiencesLibrary » November 2018 Perspective
November 01, 2018 | Market Commentary
US equity markets entered into correction territory this month as weakness in growth stocks, the tech sector, and certain cyclical stocks dragged down the equity market. Further, the Q3 earnings season began to highlight rising costs for companies. These rising costs include a number of company …
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All AudiencesMarkets & Economy » Man vs. Machine
October 10, 2018 | Investment Themes
From robots and the algorithms that run them to 3-D digital printing, industrial automation is spreading to more businesses than ever before. Industrial automation is expanding from traditional markets such as automobile manufacturing and semiconductor production to new markets such as …
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All AudiencesLibrary » September 2018 Perspective
September 04, 2018 | Market Commentary
Fresh All-Time Highs US equity markets hit new highs in August as the current market cycle reached record breaking lengths. The market’s rise has been again led by technology stocks. The tech-heavy Nasdaq Composite gained 5.7% over the month, its strongest August performance in 18 years. The …
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All AudiencesMarkets & Economy » The Future Is Sunny for Cloud Computing
August 23, 2018 | Investment Themes
Cloud computing is unlocking enormous growth potential for even the largest tech companies including internet giants Amazon, Microsoft, and Google. Their cloud platforms, known as Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) are transforming enterprise IT into a …
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All AudiencesLibrary » August 2018 Perspective
August 03, 2018 | Market Commentary
Tech Takes a Beating A number of high-flying tech stocks that drove the market in recent years suffered a series setbacks at the end of the last month. Beginning with a sharp move lower in Netflix shares, the tech sector’s weakness accelerated on July 26 when Facebook suffered the largest one …
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