Multi-asset income: pursuing higher yields in a higher-inflationary environment

Bruce Picard, CFA
Bruce Picard, CFA , Portfolio Manager and Head of Model Portfolios, Multi-Asset Solutions Team Manulife Investment Management
Christopher Walsh, CFA
Christopher Walsh, CFA, Senior Portfolio Manager, Multi-Asset Solutions Team Manulife Investment Management

An active multi-asset approach to income offers an answer to today's compounding challenge of stubbornly high inflation and low prevailing bond yields.

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Sustainable investing—a thematic approach to today’s environmental issues

Sustainable investing—a thematic approach to today’s environmental issues

Luciano Diana
Luciano Diana, Senior Investment Manager Pictet Asset Management
Gabriel Micheli, CFA
Gabriel Micheli, CFA, Senior Investment Manager Pictet Asset Management
Yi Du
Yi Du, Investment Manager, Thematic Equities Pictet Asset Management
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How Chinese equities could rebound in 2022 from their recent slump

How Chinese equities could rebound in 2022 from their recent slump

Terry (Zhaohuan) Tian, CFA
Terry (Zhaohuan) Tian, CFA, Portfolio Manager, Equity Research Analyst Wellington Management
Alvaro Llavero
Alvaro Llavero, Portfolio Manager, Equity Research Analyst Wellington Management
John A. Boselli, CFA
John A. Boselli, CFA, Senior Portfolio Manager Wellington Management
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The race to 2030

The race to 2030

Lauren Compere
Lauren Compere, Managing Director, ESG Engagement Boston Common Asset Management
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Economic road map for 2022: from stagflation to steadier growth

Economic road map for 2022: from stagflation to steadier growth

Alex Grassino
Alex Grassino, Senior Global Macro Strategist, Macroeconomic and Strategy Team, Multi-Asset Solutions Team Manulife Investment Management
Frances Donald
Frances Donald, Global Chief Economist and Strategist, Multi-Asset Solutions Team Manulife Investment Management

Shifting inflation expectations, supply chain bottlenecks, and increasingly hawkish central banks. We examine how a rapidly evolving macro landscape might affect growth in the year ahead.

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Quality growth investing amid inflation and rising rates

John A. Boselli, CFA
John A. Boselli, CFA, Senior Portfolio Manager Wellington Management
Alvaro Llavero
Alvaro Llavero, Portfolio Manager, Equity Research Analyst Wellington Management
Terry (Zhaohuan) Tian, CFA
Terry (Zhaohuan) Tian, CFA, Portfolio Manager, Equity Research Analyst Wellington Management

With the outlook for global economic growth recently moderating, we believe it’s critical to keep a global growth equities portfolio well balanced.

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What are active preferred securities ETFs?

Joseph H. Bozoyan, CFA
Joseph H. Bozoyan, CFA, Portfolio Manager Manulife Investment Management
Bradley L. Lutz, CFA
Bradley L. Lutz, CFA, Portfolio Manager Manulife Investment Management

Preferred securities can play a supporting role in portfolios for investors looking for attractive income, diversification, and some protection against rising interest rates.

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Endemic pandemic? Three-minute macro

Endemic pandemic? Three-minute macro

Frances Donald
Frances Donald, Global Chief Economist and Strategist, Multi-Asset Solutions Team Manulife Investment Management
Erica Camilleri
Erica Camilleri, Investment Analyst Manulife Investment Management

If COVID-19 is here to stay, how should economists incorporate it into their outlooks?

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How might supply chain disruptions and inflation affect market returns

Nathan W. Thooft, CFA
Nathan W. Thooft, CFA, Chief Investment Officer, Senior Portfolio Manager, Multi-Asset Solutions Team Manulife Investment Management
Alex Grassino
Alex Grassino, Senior Global Macro Strategist, Macroeconomic and Strategy Team, Multi-Asset Solutions Team Manulife Investment Management

Longer than expected supply chain disruptions and persistently high levels of inflation have hurt investor sentiment. How will that affect asset returns?

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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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Multi-asset income: pursuing higher yields in a higher-inflationary environment

Multi-asset income: pursuing higher yields in a higher-inflationary environment

Bruce Picard, CFA
Bruce Picard, CFA , Portfolio Manager and Head of Model Portfolios, Multi-Asset Solutions Team Manulife Investment Management
Christopher Walsh, CFA
Christopher Walsh, CFA, Senior Portfolio Manager, Multi-Asset Solutions Team Manulife Investment Management

An active multi-asset approach to income offers an answer to today's compounding challenge of stubbornly high inflation and low prevailing bond yields.

Read more

Inflation: what’s next, and how to position portfolios

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

Many investors are wondering if inflation is here to stay, and how a sharply rising Consumer Price Index (CPI) may impact performance across asset classes.

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What is a diversified portfolio?

John Hancock Investment Management

Portfolio diversification involves spreading investments across multiple asset classes with the goal to reduce a portfolio's overall level of risk and give investors access to differentiated returns.

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