Jeff Donlon

Jeff Donlon

Managing Director, Global Strategies Group

Markets & Economy » Europe Q&A with Jeff Donlon

September 25, 2017 | Market Commentary

European markets have been under pressure in recent years. However, the tide is turning for Europe and European equities given the current economic landscape, presenting an attractive opportunity for investors. Jeff Donlon, CFA, Managing Director of Manning & Napier’s Global Strategies Group, answers a few questions to help investors better understand our outlook on Europe.

July 2017 Perspective

July 06, 2017 | Market Commentary

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

April 2017 Perspective

April 05, 2017 | Market Commentary

Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.

Markets & Economy » Monthly Outlook - March

March 07, 2017 | Market Commentary

How will today’s headlines affect tomorrow’s investments? Our outlook video for March provides our perspective on the latest economic news.

February 2017 Perspective

February 03, 2017 | Market Commentary

U.S. economic growth markedly slowed during the fourth quarter of 2016 according to the advance estimate released in January. Specifically, real GDP growth came in at a 1.9% annual rate, down from the third quarter’s final reading of 3.5%.

December 2016 Perspective

December 08, 2016 | Market Commentary

Our December Perspective provides our view on the latest US and global economic news. This month’s edition includes updates on China, England, fixed income, and our US outlook in the wake of the election.

November 2016 Perspective

November 03, 2016 | Market Commentary

The advance estimate of U.S. real GDP growth for the third quarter came in at a 2.9% annual rate, up from the second quarter’s 1.4% growth. While this was the best reading in two years...

Vantage » Country in Focus: European Union

August 15, 2016 | International Markets

There has been an enormous amount of ink and intellectual capital deployed in recent weeks in the wake of the United Kingdom's (UK) historic referendum decision to leave the European Union (EU).

Markets & Economy » Monthly Market Update - August

August 04, 2016 | Market Commentary

Markets rose in July as concerns regarding the Brexit eased. Research Communication Strategist Tom Patterson shares Manning & Napier's economic outlook for Europe and the United States, highlighting crude oil prices and the Brexit, in the latest Monthly Market Update video.

August 2016 Perspective

August 04, 2016 | Market Commentary

The first estimate of second quarter gross domestic product (GDP) growth came in at a seasonally-adjusted annual rate of 1.2%, which was below consensus expectations. First quarter GDP growth was revised down as well, from 1.1% to 0.8%. Despite the lackluster overall figure, consumer spending remained strong and was by far the top contributor to growth.

What’s Next for Brexit?

August 03, 2016 | International Markets

The “Brexit” outcome of the UK’s referendum on EU membership surprised investors. We discuss potential next steps, our view on the UK’s political situation, and the impact on the economy and investors.

Markets & Economy » Update on Brexit: Theresa May Set to Become Prime Minister

July 13, 2016 | International Markets

New Prime Minister Theresa May will have to balance domestic political considerations with questions about the international status as the government develops a plan for potentially moving beyond the UK's recent shared experience with Europe.

Second Quarter 2016 International Perspective

July 13, 2016 | International Markets

Compared to the market gyrations at the outset of 2016, global financial markets were relatively sanguine for most of the second quarter. April and May saw a continuation of risk-on sentiment, and global equity markets followed a measure of economic surprises in some of the world's largest economies to their highest point this year.

Markets & Economy » Monthly Market Update - July

July 06, 2016 | Market Commentary

The Brexit surprised markets in June. Research Communication Strategist, Tom Patterson shares Manning & Napier's outlook for Europe and other economic news in the latest Monthly Market Update video.

Markets & Economy » Britons Vote in Favor of Brexit

June 24, 2016 | International Markets

Following a referendum held yesterday, citizens of the United Kingdom have chosen to leave the European Union. Find out what the Brexit means for investments in our new post.

May 2016 Perspective

May 05, 2016 | Market Commentary

From a potential “Brexit,” to the effects of the Chinese government stimulus, to the Rousseff impeachment proceedings in Brazil; we expect volatility will be the name of the game in the near future. Learn more about our views on these and other issues in the May 2016 Perspective Newsletter.

April 2016 YourShare

April 07, 2016 | Market Commentary

A revised estimate of real gross domestic product (GDP) showed the economy expanded at a 1.0% annualized rate in the fourth quarter of 2015, up from an initial estimate of 0.7% growth.

March 2016 Perspective

March 07, 2016 | Market Commentary

A revised estimate of real gross domestic product (GDP) showed the economy expanded at a 1.0% annualized rate in the fourth quarter, up from an initial estimate of 0.7% growth. A change to inventories accounted for nearly all of the upward revision.

Vantage » Country in Focus: The United Kingdom

June 01, 2015 | International Markets

The United Kingdom of Great Britain and Northern Ireland has many structural characteristics that are very similar to the United States. The country has strong legal and political institutions, characterized by a well-established rule of law, a transparent regulatory framework, and a relatively business-friendly policy environment.