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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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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What's really driving the outlook for bank stocks? Key metrics to watch
While the recent policy shift toward cutting interest rates isn’t necessarily good for banks, other catalysts point to a positive outlook for the industry.
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Argentina's primary election: unexpected results, but what's next for investors?
Argentina's primary elections appear poised to hand a surprise victory to the underdog candidate, and markets have been roiled by the news. We take a closer look at the implications for the country and investors.
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U.S.-China trade war escalates, tariff threat could lead to Fed rate cut
Fresh tariff threats relating to the U.S.-China trade-war looks set to dent consumer spending and dim the economy's outlook. Will the Fed come to the rescue? Frances Donald, chief economist and head of macroeconomic strategy at Manulife Investment Management, shares her views.
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The Fed embarks on a new path: why Wednesday's interest-rate cut is important
The Fed's first interest-rate cut since 2008 had been well telegraphed in advance. While the rate cut had been fully expected, it doesn’t mean the decision’s any less important. We take a closer look.
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The Fed's rate cut is an insurance policy, not a distress signal
The Fed's decision to cut rates for the first time since 2008 wasn't exactly a surprise to the markets—but it shouldn't be viewed as the start of a longer-term trend. We examine the factors behind the move.
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