All viewpoints
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Timing is everything: Three-minute macro
In the coming months, we expect the market to emphasize the timing of economic inflection points. We also detail our cautiously optimistic view on REITs and highlight that differing COVID-19 vaccination rates are making country picking in emerging markets even more crucial in this month's edition of Three-minute macro.
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Bright outlook: 9 takeaways from a strong quarter for U.S. banks
Since the pandemic began, U.S. banks have successfully retrenched. Their latest earnings bolster our expectations that banks will lead a broader economic recovery.
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Portfolio Intelligence podcast: what does inflation mean for the economy?
Frances Donald, global chief economist and global head of macroeconomic strategy at Manulife Investment Management, discusses the outlook for inflation.
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Can you afford a degree in your chosen profession?
Money shouldn’t be the only consideration in what you decide to major in, but understanding how much you could potentially earn on your first job may help you determine how much college you can afford.
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Portfolio Intelligence podcast: where are we now in the economic cycle?
Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, provide an update on economic growth and where we could be in the current economic cycle.
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Portfolio Intelligence podcast: a short history of ETFs
Steve Deroian, U.S. head of asset allocation models and ETF product at John Hancock Investment Management, discusses the history and benefits of exchange-traded funds (ETFs).
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Tech and the consumer have reshaped today’s emerging markets
Today’s tech- and consumer-oriented emerging markets are vastly different from what they were just 10 years ago—a transformation that’s opened new investment opportunities.
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Infrastructure, taxes, and technicals: factors that support muni bonds now
Political change in Washington has given way to an avalanche of recovery funds for states, a much-needed infrastructure spending plan for the nation, and expectations for higher taxes. This amounts to welcome news for muni bond investors.
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Fed policy: what comes next?
A review of Federal Reserve policy objectives and some of the key financial data the Fed examines in making policy, and a view on where we stand now.
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Three-minute macro: what’s driving earnings?
The drivers of equity market performance so far this year look very different than last. We’re also mindful of a potential cooling in the housing market, while we expect major financial institutions to keep track of inequality issues going forward.
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