How will climate change and electrification affect investing?

Elizabeth R. Levy, CFA
Elizabeth R. Levy, CFA, Portfolio Manager Trillium Asset Management

We believe combating climate change through the electric revolution will touch every aspect of our lives and the economy. Companies and investors need to plan accordingly.

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What does healthy consumer spending mean for the U.S. economic recovery?

What does healthy consumer spending mean for the U.S. economic recovery?

Emory W. (Sandy) Sanders, Jr., CFA
Emory W. (Sandy) Sanders, Jr., CFA, Senior Portfolio Manager, Core Value Equity Manulife Investment Management
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Understanding bond ETF liquidity

Understanding bond ETF liquidity

William O. Creedon
William O. Creedon, Director of ETF Capital Markets John Hancock Investment Management
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The rise of alternative data: a macro perspective

The rise of alternative data: a macro perspective

Frances Donald
Frances Donald, Global Chief Economist and Global Head of Macroeconomic Strategy, Multi-Asset Solutions Team Manulife Investment Management
Robi Krempus
Robi Krempus, Head of Marketing Analytics and Data Management Manulife Investment Management
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Fascination with inflation: Three-minute macro

Fascination with inflation: Three-minute macro

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

Inflation is top of mind, and for good reason. This month's three-minute macro dives into three inflation stories. 

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Banks are back: a look at three stages of U.S. bank recovery

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

A year and a half into the pandemic, U.S. bank stocks have proved resilient. Two industry specialists explain why they maintain a favorable view of the segment.

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Portfolio Intelligence podcast: how advisors are using technology to help clients

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

Smart use of technology and social media is critical for investment professionals to help clients and grow business. Hear from Brendan Barca, who teaches advisors how to seamlessly enter the digital age.

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Trending topics
What does healthy consumer spending mean for the U.S. economic recovery?

What does healthy consumer spending mean for the U.S. economic recovery?

Emory W. (Sandy) Sanders, Jr., CFA
Emory W. (Sandy) Sanders, Jr., CFA, Senior Portfolio Manager, Core Value Equity Manulife Investment Management

While there are countless factors that affect the equity markets and the economy as a whole, it’s undeniable that the U.S. consumer is one of the largest. We believe that the strength of the U.S. consumer will continue to power the economy and the markets forward.

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Get back to work: Three-minute macro

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

We question whether the bullish consensus view on services is correctly pricing in working professionals’ increasing return to the office. Meanwhile, the rise of electric vehicles may mean copper’s usefulness as an economic indicator could wane in the future. Finally, we’re cautious on President Biden’s infrastructure deal’s potential contribution to the U.S. economy.

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The Delta effect: Three-minute macro

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

The Delta variant of COVID-19 is certainly complicating the outlook for the global economy, and we’re keeping an eye on five ways that those complications may materialize. We also take an ESG lens on the gig economy and discuss the yield situation among emerging-market debt.

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Dispelling today’s four common bond investing myths

Dispelling today’s four common bond investing myths

Matthew D. Miskin, CFA
Matthew D. Miskin, CFA, Co-Chief Investment Strategist John Hancock Investment Management
Emily R. Roland, CIMA
Emily R. Roland, CIMA, Co-Chief Investment Strategist John Hancock Investment Management

Avoid these four bond investing mistakes by focusing on data over false narratives.

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Portfolio Intelligence podcast: midcycle investing for the second half of 2021

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

Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, provide their take on the economy and markets so far in 2021, and their outlook on what the rest of the year may hold for investors.

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With higher taxes looming, how should investors position?

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

We look back at several instances of capital-gains tax increases to see how the market performed before and after the increases. We also review several different scenarios for tax increases and suggest where investors may best focus their portfolios now.

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