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.

Semi-Annual Outlook

June 26, 2017 | Active Management

As we enter the second half of 2017, we provide our view of what to expect in global financial markets, and highlight how active management may help navigate the current market environment.

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.

Markets & Economy » Monthly Outlook - June

June 06, 2017 | Market Commentary

Despite optimism, U.S. economic growth has remained slow. What needs to happen to create meaningful change? We discuss this and more in our Monthly Outlook Update for June.

June 2017 Perspective

June 06, 2017 | Market Commentary

Recall that in late 2016, we shifted our U.S. and global macro overviews, stating that while growth may marginally improve, we expected it to remain bound within the post-global financial crisis range. We stand by this view.

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.

May 2017 Perspective

May 05, 2017 | Market Commentary

Domestic and international political uncertainties led to a significant risk-off move during April, driving a further reversal of the reflation trade and a mild flight to safe haven assets.

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.

First Quarter 2017 International Perspective

April 13, 2017 | International Markets

International equity markets turned in very strong performance during the first quarter of 2017, and although developed equities delivered strong returns, emerging markets (EM) were the notable outperformers.

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.

March 2017 Perspective

March 07, 2017 | Market Commentary

Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful influence on investor and business confidence...

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%.

Fourth Quarter 2016 International Perspective

January 24, 2017 | International Markets

Global equity markets shook off an October decline and finished the fourth quarter markedly higher on the heels of Donald Trump winning the U.S. presidential election. Expectations for policies that could lead to greater economic growth, including tax reform, increased fiscal spending, and reduced regulation, helped boost U.S. equity markets with those returns spilling over into global equity indices.