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.

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.

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.

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.

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.

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...

Markets & Economy » Stocks Surge and Uncertainty Looms Following President Trump’s Address

March 02, 2017 | Market Commentary

In his first major speech since inauguration, President Donald Trump addressed his laundry list of outstanding campaign promises with a more conciliatory tone. Many political commentators approved of his more measured approach, but specifics remain absent...

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.

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.

Financial Planning » Presidential Politics and Your Planning

October 19, 2016 | Market Commentary

Our Family Wealth Management group discusses how a new president will affect your taxes, and how should you plan for different outcomes.

Markets & Economy » Monthly Market Update - October

October 10, 2016 | Market Commentary

Research Communication Strategist Tom Patterson discusses our perspective on central bank policy, the US election, and the US and global economies in our October Monthly Market Update.

Markets & Economy » Hillary, Donald, and Investing

September 26, 2016 | Market Commentary

The U.S. presidential election is now full steam ahead, with the first debate between the Democratic and Republican candidates happening tonight. The campaign still plays itself out across traditional media such as print and television, but increasingly the narrative of the election is being shaped seemingly hour-by-hour through social media.

Markets & Economy » Indonesian Election Update: Jokowi Takes Office

December 31, 2014 | Emerging Markets

In August, we released a post discussing the recent election of Joko Widodo, widely known as Jokowi, as Indonesia’s new president and its potential impact on the country’s economy and...

Markets & Economy » Brazilian Election Outcome: Rousseff Part II

December 01, 2014 | Emerging Markets

In an election marked by the slimmest margin of victory in Brazilian history, incumbent President Dilma Rousseff of the center-left Workers’ Party defeated Aécio Neves of the centrist Brazilian Social Democracy Party on...

Markets & Economy » Emerging Markets Focus: Brazil’s Race at the Polls

September 22, 2014 | Emerging Markets

Over the last several years, our enthusiasm about Brazil’s economy has been tempered by government action. The state became increasingly meddlesome in the private sector; at the same time...

Markets & Economy » Mexico: The Road to Reform

September 02, 2014 | Emerging Markets

Mexico has long been a country with significant potential for stronger economic growth. Its young and growing population, proximity to the United States, extensive network of free-trade agreements, and abundant natural resources provide an alluring backdrop for...

Markets & Economy » Clarity in Emerging Markets: Indonesian Election Outcome

August 14, 2014 | Emerging Markets

On July 9th, Indonesians turned out en mass for the country’s national election. The contest pitted the young governor of Jakarta, Joko Widodo (Jokowi), against a former general and businessman, Prabowo Subianto.

Markets & Economy » India Under Modi

June 04, 2014 | Emerging Markets

We previously cited India’s May 2014 election as an event that had the potential to turn the tide in favor of unlocking the country’s economic potential. At the time, the Indian People’s Party (BJP) candidate Narendra Modi was the front-runner to be elected prime minister. We believed that he would emerge...