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.

Webinar: Europe has Reached an Inflection Point

August 31, 2017 | Investment Themes

In recent years, European equity markets have lagged their U.S. counterparts due to a variety of factors. We believe, however, that the tide is turning. In this webinar, we examine the market dynamics as well as the economic and political conditions which inform our increasingly-positive view on investing in Europe.

Markets & Economy » Monthly Outlook - August

August 08, 2017 | Market Commentary

We talk policy implementation, recession odds, and opportunity in Europe in our Monthly Outlook Update video for August.

August 2017 Perspective

August 08, 2017 | Market Commentary

After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.

Second Quarter 2017 International Perspective

July 20, 2017 | International Markets

Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April through June period, and have generated approximately 14% year-to-date.

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.

Europe has Reached an Inflection Point

July 06, 2017 | Investment Themes

We believe Europe has reached an inflection point. We lay out the case for a European investment revival in our new chartbook.

Markets & Economy » Theresa May Loses Parliamentary Majority

June 09, 2017 | Market Commentary

In April, British Prime Minister Theresa May called for a snap election to be held June 8 in an effort to consolidate power and strengthen her Brexit negotiating position against the European Union.

Vantage » Country In Focus: France

May 10, 2017 | Market Commentary

France has been in the news recently due to its contentious presidential election. Our newest Country in Focus goes beyond the headlines to examine the world’s sixth largest economy.

Markets & Economy » Monthly Outlook - May

May 05, 2017 | Market Commentary

We consider how European politics, the Fed, and tax reform will affect the markets in our new Monthly Outlook video.

Markets & Economy » Theresa May Calls for Snap Election

April 19, 2017 | International Markets

On Tuesday, British Prime Minister Theresa May called for a snap election on June 8, hoping to consolidate power and strengthen her Brexit negotiating position against the European Union.

Markets & Economy » Monthly Outlook - April

April 05, 2017 | Market Commentary

Our monthly outlook video includes our perspective on interest rates, consumer sentiment, politics, 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.