Three-minute macro: what’s driving earnings?

Erica Camilleri
Erica Camilleri, Investment Analyst Manulife Investment Management
Frances Donald
Frances Donald, Global Chief Economist and Global Head of Macroeconomic Strategy, Multi-Asset Solutions Team, Manulife Investment Management Manulife Investment Management

The drivers of equity market performance so far this year look very different than last. We’re also mindful of a potential cooling in the housing market, while we expect major financial institutions to keep track of inequality issues going forward.

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Fed policy: what comes next?

Fed policy: what comes next?

Emily R. Roland, CIMA
Emily R. Roland, CIMA, Co-Chief Investment Strategist John Hancock Investment Management
Matthew D. Miskin, CFA
Matthew D. Miskin, CFA, Co-Chief Investment Strategist John Hancock Investment Management
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A guide to active fixed-income ETFs

A guide to active fixed-income ETFs

Steve L. Deroian
Steve L. Deroian, Head of Asset Allocation Models and ETF Strategy John Hancock Investment Management
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Why invest in real estate?

Why invest in real estate?

John Hancock Investment Management
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Timing is everything: Three-minute macro

Timing is everything: Three-minute macro

Erica Camilleri
Erica Camilleri, Investment Analyst Manulife Investment Management
Frances Donald
Frances Donald, Global Chief Economist and Global Head of Macroeconomic Strategy, Multi-Asset Solutions Team, Manulife Investment Management Manulife Investment Management

In the coming months, we expect the market to emphasize the timing of economic inflection points. We also detail our cautiously optimistic view on REITs and highlight that differing COVID-19 vaccination rates are making country picking in emerging markets even more crucial in this month's edition of Three-minute macro.

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Bright outlook: 9 takeaways from a strong quarter for U.S. banks

Susan A. Curry
Susan A. Curry, Senior Portfolio Manager, Capital Appreciation Manulife Investment Management
Ryan P. Lentell, CFA
Ryan P. Lentell, CFA, Portfolio Manager, Capital Appreciation Manulife Investment Management

Since the pandemic began, U.S. banks have successfully retrenched. Their latest earnings bolster our expectations that banks will lead a broader economic recovery.

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Portfolio Intelligence podcast: what does inflation mean for the economy?

John P. Bryson
John P. Bryson, Head of Investment Consulting John Hancock Investment Management

Frances Donald, global chief economist and global head of macroeconomic strategy at Manulife Investment Management, discusses the outlook for inflation.

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Three-minute macro: real rates, real concerns

Three-minute macro: real rates, real concerns

Erica Camilleri
Erica Camilleri, Investment Analyst Manulife Investment Management
Frances Donald
Frances Donald, Global Chief Economist and Global Head of Macroeconomic Strategy, Multi-Asset Solutions Team, Manulife Investment Management Manulife Investment Management

Real rates are on the rise, which may create problems for equity investors, while COVID-19 may exacerbate inequality issues.

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Where to focus in 2021—a year of recovery across emerging markets

Kathryn Langridge
Kathryn Langridge, Senior Portfolio Manager Manulife Investment Management
Philip Ehrmann
Philip Ehrmann, Senior Portfolio Manager Manulife Investment Management

The 2020 momentum that propelled emerging-market stocks in industries such as e-commerce, cloud computing, and other new economy segments could extend well beyond 2021.

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Thematic investing acceleration in 2021

Hans Peter Portner, CFA
Hans Peter Portner, CFA, Senior Portfolio Manager Pictet Asset Management

As 2021 gets under way, U.S. policy proposals may gradually reshape the investment landscape. We explore potential scenarios for transformational change, as well as some enduring trends that may accelerate in the year ahead.

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Glide paths within the glide path

Glide paths within the glide path

Nathan W. Thooft, CFA
Nathan W. Thooft, CFA, Co-Chief Investment Officer, Multi-Asset Solutions Team and Global Head, Senior Portfolio Manager, Asset Allocation Team, Manulife Investment Management Manulife Investment Management
Robert E. Sykes, CFA
Robert E. Sykes, CFA, Portfolio Manager Manulife Investment Management
Geoffrey Kelley, CFA
Geoffrey Kelley, CFA, Global Head of Strategic Asset Allocation Manulife Investment Management

Target-date glide paths go beyond the basic model of replacing equity with fixed income over time. Many other asset classes may be involved and each has its own path.

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Growth or value in small caps? Consider a core approach

Bill Talbot, CFA
Bill Talbot, CFA, Head of U.S. Small Cap Equities Manulife Investment Management

A core approach to U.S. small-cap equities can blend the attributes of both the value and growth styles while addressing sector concentration risks.

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Four types of risk in global fixed income

Daniel S. Janis III
Daniel S. Janis III, Senior Portfolio Manager Manulife Investment Management

In our view, risk management is an essential skill of experienced fixed-income managers and the key to seeking income and preserving wealth for investors regardless of the market cycle.

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