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
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After the turnaround, where to? How to look at bonds now
While much of the bond-market value resulting from the pandemic-related selloff has been captured, portfolios can still pursue yield and value with solid bottom-up analysis.
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In focus: U.S. inflationary forces
Recessions aren't typically associated with inflationary pressures, but that's the environment we find ourselves in. Find out why.
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U.S. bank outlook brightens as borrower health improves post-lockdown
Although U.S. banks were seen as a weak spot in the economy just a few months ago, they’ve since become a catalyst for recovery as borrower health improves.
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Market downturns can help target-date investors grow their retirement savings
In times of volatility, it can be tempting to consider cutting your losses and heading for the exits. But we believe a market downturn should be viewed as an opportunity rather than a catastrophe.
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Revenue streams drying up? Municipal bonds in the pandemic
The pandemic isn't treating all municipal bonds equally. This piece examines a number of municipal obligations and their varying levels of support.
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Financial markets and the U.S. election
The U.S. election may be months away, but from a policy perspective—particularly in the economics space—COVID-19 might have already shaped the next presidency.
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First in, first out: North Asian equities exhibit postpandemic strength
The abrupt freezing of the global economy has quickly separated the strong from the weak in the emerging markets. We explore the key points of resilience and vulnerability for investors.
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U.S. jobs report stuns—hello V-shaped recovery?
A robust jobs recovery in May caught investors by surprise. Can investors take this as a sign that the worst is over?
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Market outlook: navigating the next chapter of COVID-19
Lockdown restrictions may be beginning to ease, but uncertainty remains high. How should investors navigate markets as we enter the next phase of the crisis?
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U.S. bank stocks offer untapped potential—once the economy returns to normal
U.S. banks face declining interest rates, borrowers under stress, and a weak economy. Yet recent earnings results indicate banks may be well positioned to recover.
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