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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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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Weighing opportunity when markets spin out of control
As the COVID-19 crisis deepened and market volatility spiked, Sandy Sanders and his team acted fast to reposition portfolios based on their worst-case stock analysis.
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Small caps, after the crisis
Small-cap stocks tend to fall further than large caps in a crisis. But history shows their rebounds eventually became much stronger.
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Bond market liquidity and the dash to cash: making sense of the current environment
The massive selling in many segments of the fixed-income market has led to valuations not seen in more than a decade. We take a closer look at the forces in play and the opportunities that have been created.
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Strengths and weaknesses across emerging markets: COVID-19’s uneven impact
The coronavirus pandemic is hitting some emerging-market economies harder than others. Join an EM equity specialist for a (virtual) global tour.
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Municipal bond market update: a crisis averted
The Fed’s historic policy backstop and the government’s $2+ trillion fiscal stimulus could go a long way toward shoring up muni market sentiment. And yet caution remains warranted for muni bond investors.
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From coronavirus to credit market stress
The Fed acted quickly to alleviate signs of stress in the fixed-income market in the wake of the coronavirus outbreak. Has it done enough?
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The Fed's historic stimulus
Having slashed interest rates to near zero and played down the likelihood of negative rates, has the Fed run out of tools to prop up growth? Our experts think not. Read the latest analysis from Frances Donald.
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