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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Commercial real estate: it's always darkest before dawn
A comparison of the commercial real estate market after the financial crisis and in the pandemic. We look at different sectors of the market and consider opportunities in securitized debt.
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It’s just a phase: Three-minute macro
Inflation is top of mind and with good cause: It’ll be tough to call as it likely will go through ups and downs over the next few years. Meanwhile, the U.S. Federal Reserve’s language has market participants on their toes, while Asian exports should heavily affect the economy in the region.
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Market outlook—looking beyond the reopening
Optimism about the lifting of lockdown restrictions has been offset by concerns about inflation. How might it affect investment returns?
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Three minute macro: mean reversion
As we head into the reopening and slowly return to a more normal life, the concept of mean reversion should play a big role in the coming months. In the United States, we expect COVID-19-affected inflation categories to mean-revert while we're getting strong signals from Europe that the economic recovery is under way. In Asia, however, a resurgence of COVID-19 led to a decline in manufacturing activity.
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Rising inflation is no reason for investors to head for the sidelines
Higher rates of inflation and a steeper yield curve may have captured headlines, but it's not all bad news. We take a closer look at the implications and emerging opportunities for fixed-income investors.
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U.S. inflation outlook—10 things to monitor
As concerns about U.S. inflation grow, investors are scrutinizing economic data for clues on what could happen next. We highlight 10 factors to watch.
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Seeking value without the traps
Value investing is never as easy as finding the lowest valuation stocks. We explore why valuation metrics must be supplemented by a focus on quality and free cash flow.
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Navigating the coming data distortion
Analyzing economic data in coming months isn't likely to be straight forward. Here's a rough guide.
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Three minute macro: timing is everything
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
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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