Viewpoints from Manulife Investment Management
Established asset manager with global resources and expertise extending across equity, fixed-income, and alternative investments as well as asset allocation strategies
-
Infrastructure, taxes, and technicals: factors that support muni bonds now
Political change in Washington has given way to an avalanche of recovery funds for states, a much-needed infrastructure spending plan for the nation, and expectations for higher taxes. This amounts to welcome news for muni bond investors.
Read more
-
Three-minute macro: what’s driving earnings?
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.
Read more
-
Three-minute macro: real rates, real concerns
Real rates are on the rise, which may create problems for equity investors, while COVID-19 may exacerbate inequality issues.
Read more
-
Glide paths within the glide path
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.
Read more
-
Where to focus in 2021—a year of recovery across emerging markets
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.
Read more
-
Growth or value in small caps? Consider a core approach
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.
Read more
-
Macro investment themes: China's recovery, a Fed that's on hold, and vaccine rollouts
The U.S. economy looks set to outperform its developed-market peers in the months ahead—one of several macro themes that investors might want to monitor.
Read more
-
Four types of risk in global fixed income
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.
Read more
-
Macro disruptors—hidden themes that could reshape the world economy
ESG awareness, cryptocurrencies, and a shift away from traditional data. Read about the macro disruptors that could redefine the way we understand the world economy.
Read more
-
The U.S. economic recovery: a challenging short-term outlook as growth stalls
The U.S. economic recovery seems to have stalled. Is the impact of fiscal spending and lower interest rates waning?
Read more