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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What are active mortgage-backed securities ETFs?
Actively managed ETFs that invest in mortgage-backed securities (MBS) can complement core fixed-income portfolios
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Fascination with inflation: Three-minute macro
Inflation is top of mind, and for good reason. This month's three-minute macro dives into three inflation stories.
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Banks are back: a look at three stages of U.S. bank recovery
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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What does healthy consumer spending mean for the U.S. economic recovery?
While there are countless factors that affect the equity markets and the economy as a whole, it’s undeniable that the U.S. consumer is one of the largest. We believe that the strength of the U.S. consumer will continue to power the economy and the markets forward.
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The rise of alternative data: a macro perspective
Alternative data is growing in importance for the financial community. How can alternative data be leveraged from a macroeconomic perspective?
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Get back to work: Three-minute macro
We question whether the bullish consensus view on services is correctly pricing in working professionals’ increasing return to the office. Meanwhile, the rise of electric vehicles may mean copper’s usefulness as an economic indicator could wane in the future. Finally, we’re cautious on President Biden’s infrastructure deal’s potential contribution to the U.S. economy.
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Why corporate bonds make sense in active ETFs
Active ETFs for corporate bonds may help investors boost income while potentially avoiding riskier areas of the market.
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Macro anchors shaping the global growth outlook
The current global economic recovery remains delicate. We examine key macroeconomic themes that could influence global growth trajectory in the near term.
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Emerging markets and the case for sustainable investing
Sustainability-focused capital is much needed in the emerging markets. Using three case studies, we outline opportunities focused on environmental, social, and governance risk mitigation and adaptation.
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The Delta effect: Three-minute macro
The Delta variant of COVID-19 is certainly complicating the outlook for the global economy, and we’re keeping an eye on five ways that those complications may materialize. We also take an ESG lens on the gig economy and discuss the yield situation among emerging-market debt.
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