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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 …

Library » Webinar: Finding Opportunities in Today's Environment

December 01, 2017 | Investment Themes

  Michael Knolla, Managing Director of the Capital Goods & Materials Group, discusses the way we are applying our stock selection strategies to some of the most exciting sectors today. From retail to biotechnology, learn how our analysts capitalize on disruption. Our team of …

Library » November 2017 Perspective

November 06, 2017 | Market Commentary

The U.S. Economy In recent months, we have discussed the emergence of a synchronized global expansion unfolding across most economic regions. Though the expansion is not expected to be a sharp move, it has the potential to impact the U.S. economy and has thus far contributed to a modest …

Library » Third Quarter 2017 International Perspective

October 25, 2017 | Market Commentary

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 » 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 …


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