Viewpoints by Howard C. Greene, CFA, Senior Portfolio Manager at Manulife Investment Management
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After the turnaround, where to? How to look at bonds now
While much of the bond market value resulting from the pandemic-related sell-off has been captured, portfolios can still pursue yield and value with solid bottom-up analysis.
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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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The waiting game: the Fed signals it may keep rates steady through 2020
The Fed 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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The outlook for interest rates in 2019: gearing up for the Fed’s shift into neutral
After three years of slowly raising interest rates, the Fed may have finally reached neutral territory. We take a closer look at the implications for bond markets.
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Fixed-income strategies: a look at which work best in different rate environments
Longer-term yields can be unpredictable. We take a closer look at which fixed-income strategies have held up best in different rate environments and offer some tips on how you can prepare your portfolio for whatever's next.
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At 2%, a little inflation goes a long way
With inflation finally ticking up to 2%, will the Fed start hiking rates at a more aggressive pace? We take a closer look.
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Avoiding another taper tantrum: why a cautious stance on agency MBS may be warranted
The U.S. Federal Reserve is the single largest buyer of agency mortgage-backed securities in the market today. We take a closer look at what could happen when that trend changes course.
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Last call for higher interest rates in 2016
The Fed has been hoping to raise interest rates all year, and December may be its last best chance for the foreseeable future.
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