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Markets & Economy » Looking Beyond the Hype in 5G
November 23, 2020 | Investment Themes
5G has been around for several years as a bleeding edge technology that had not yet reached wide acceptance or use. That has now changed. Last month, Apple unveiled 5G enabled iPhones for the first time, while at the same time, the major US cellphone carriers launched a promotional blitz …
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All AudiencesLibrary » October 2020 Perspective
October 02, 2020 | Market Commentary
Summer Cooldown Coronavirus cases are on the rise again in parts of the US and Europe. The US had a promising slowdown over the summer months, but a return to school and work may be exacerbating the virus’ rise. At the same time, more states are continuing to lift restrictions on gyms, theaters, …
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All AudiencesMarkets & Economy » Breaking Down the Run in Big Tech
September 28, 2020 | Market Commentary
The pandemic has caused pain for many businesses, but the tech industry seems to be one area that has come out on top. Not even an economic shut down, a global pandemic, nor geopolitical turmoil can put a damper on the run in tech stocks. While there are dozens if not hundreds of tech …
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Library » Tech Industry’s Long Run
September 28, 2020 | Market Commentary
The tech industry has been on an awe-inspiring run for several years now, and the sector’s dominance continues to be at the front of investors’ minds. Currently, there’s a lot of dialogue surrounding the mega-cap tech stocks, and their overwhelming market power. The top-ten contributors to the …
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All AudiencesLibrary » November 2019 Perspective
November 04, 2019 | Market Commentary
Uncertainty Can't Stop Stocks The US stock market hit a new all-time high in October, propelled by better than expected earnings results, stronger than expected US GDP growth, another interest rate reduction by the Federal Reserve, and positive reports on US-China trade negotiations. Despite …
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All AudiencesMarkets & Economy » Exponential Growth, Exponential Opportunity
October 30, 2019 | Investment Themes
The information age is upon us. Rapid advances in cloud computing, artificial intelligence, and more are just beginning to transform our lives and our economies. Supporting all these technologies is an ever-increasing demand on our hardware and capabilities. Every iPhone upgrade, wireless tower, …
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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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