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Library » December 2017 Perspective

December 07, 2017 | Market Commentary

The U.S. Economy The current bull market rolled on in the month of November as the S&P 500 kept rising, closing above 2,600 for the first time ever. The U.S. large-cap equity market is now up over 350% since the trough of the financial crisis, marking one of the longest bull markets in American …

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, …

Library » 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.

Library » Second Quarter 2017 International Perspective

July 20, 2017 | Market Commentary

Quarterly Market Review 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 …

Library » 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 …

Library » Fourth Quarter 2016 International Perspective

January 24, 2017 | Market Commentary

Quarterly Market Review 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 …


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