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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Wealth creation and U.S. banks, revisited
While bank stocks lost some luster with investors in 2019 as interest rates fell and the yield curve flattened, the outlook has improved markedly in early 2020.
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Coronavirus: what does it mean for financial markets?
Financial markets are reeling as a result of the coronavirus outbreak. While the experience with Severe Acute Respiratory Syndrome (SARS) from some years back suggests calm would be restored soon, good sense and logic can remain in short supply in the meantime.
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Infrastructure and municipal bonds—Washington gridlock and your portfolio
Without an infrastructure spending bill, some U.S. states are funding improvements in the municipal bond market. Associate Portfolio Manager Dennis DiCicco provides insight.
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The waiting game: the Fed signals it may keep rates steady through 2020
The U.S. Federal Reserve recently discussed its intention to hold interest rates steady through the end of 2020. Does the pause signal confidence in the U.S. economy? Or concerns about broader global tensions? We take a closer look.
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Glide path construction: minimizing longevity risk in retirement
We discuss the the elements that shape our approach to glide path design, from wealth accumulation to income replacement.
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California wildfires: potential impact for muni bond investors
The California wildfires are an important reminder for muni bond investors to assess weather-related risks at both the state and issuer level.
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Three interest-rate cuts in three months—is the Fed done?
The Fed delivers its third interest-rate cut in three months—has it done enough to revive U.S. growth and support risk assets? We take a closer look.
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Why quality stocks are key in today's late-cycle economy
Stocks with quality characteristics could become more attractive in today’s late-cycle economy. Learn how a veteran investor is navigating an increasingly challenging global equity market.
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The millennial consumer and the future of U.S. growth
Are millennial consumers ready to carry the productivity torch? We explore how millennials are contributing to U.S. growth while making sustainability a priority.
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U.S. interest-rate cut: the Fed’s got 99 problems, but the consumer ain’t one
The U.S. Federal Reserve's latest interest rate cut shines a light on just how many potential pitfalls the central bank has to navigate. We take a closer look at the biggest risks to growth.
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