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Library » June 2018 Perspective
June 05, 2018 | Market Commentary
Italian Politics Roil Markets In late May, initial attempts in Italy to form a coalition government between the populist Five Star Movement and the far-right League failed, sparking a political crisis and market turmoil. Italian bond yields surged and the debt of other periphery EU countries …
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 » Second Quarter 2017 International Perspective
July 20, 2017 | International Markets
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 » 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. The results of the General Election are in, and the UK Conservative Party—led by PM May—has lost …
Library » 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. PM May is currently an unelected leader, appointed to the role in an internal, Conservative party …
Library » 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.
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 …
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 for his key pro-growth policies (e.g., …