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Library » First Quarter 2018 International Perspective

April 24, 2018 | International Markets

Quarterly Market Review Following last year’s relative tranquility, global equity market volatility picked up during the first quarter of 2018. Market gyrations first materialized in early February, driven by an increase in reported wages for US workers that came in well above consensus …

Library » Fourth Quarter 2017 International Perspective

January 25, 2018 | International Markets

Quarterly Market Review Global equity markets ended 2017 on a strong note, up nearly 6% for the fourth quarter and 24% for the year. Performance was broadly positive, with both developed and emerging markets turning in strong double-digit returns for the 12-month period. Emerging market equities …

Library » Third Quarter 2017 International Perspective

October 25, 2017 | International Markets

Quarterly Market Review Global equity markets continued to climb higher during the third quarter, supported by wide-spread earnings growth and the persistence of a synchronized expansion across major world regions. Over both the quarter and year-to-date period, a weakening USD boosted …

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 » September 2017 Perspective

September 07, 2017 | Market Commentary

Amid the tumultuous political landscape, it seems unreasonable to expect the combination of political uncertainty and financial market calm to last in perpetuity. We feel it is important for investors to prepare for potentially attractive investment opportunities that may arise when volatility …

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.

Library » First Quarter 2017 International Perspective

April 13, 2017 | International Markets

Quarterly Market Review 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. EMs generated an over 11% return—nearly double that of …

Library » Fourth Quarter 2016 International Perspective

January 24, 2017 | International Markets

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 …

Markets & Economy » International Small Cap Equity is Ripe for Active Management

August 02, 2016 | International Markets

As an asset class, international small cap equity is easily lost in the shuffle. Investors are familiar with both U.S. and international large cap companies, which are typically well-recognized, large corporations with products people buy and use every day. Even many domestic small cap companies …


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