Market outlook
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2026 Global Macroeconomic Outlook: clearer picture, better growth
After an action-packed 2025 for investors, 2026 promises to be just as eventful. Our macro strategy team, led by Global Chief Economist Alex Grassino, shares its latest forward-looking views on global economies and markets.
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2026 Global Markets Outlook: winning isn't all it's cracked up to be
2025 was a short-term investor’s dream, dominated by trend following, momentum trading, and lower-quality assets. In 2026, we see more opportunities for a thoughtful risk-managed strategy to add value to investor portfolios.
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Europe's macro revival and what it means for investors
Europe is having a "moment," with its macroeconomic picture brightening in recent months, but will it last - and what does it mean for investors? Senior Global Macro Analyst Erica Camilleri, CFA, tackles these questions in her latest viewpoint.
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Asset allocation views: evolving global growth and regional dynamics
Recent shifts in global policy and varied economic growth across regions are prompting a fresh look at asset allocation. As these factors uncover a broader set of opportunities globally, we look at the highlights of our latest asset allocation outlook.
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Will the Fed cut interest rates at its September meeting?
Got questions ahead of the Fed’s September 16–17 meeting? We’ve got answers.
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Asset allocation views: diversifying in uncertain times
Diversification and agility might be important for investors in a rapidly shifting global market landscape. Read the latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
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Midyear 2025 global macro outlook: what’s changed and what hasn’t
What a difference six months can make. More forceful-than-expected government policy decisions have overtaken some of our early 2025 views, but others have only been validated and reinforced.
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Macro meets markets: 5 investable themes to watch
In an increasingly uncertain macroeconomic landscape, our global macro team explores five of their latest high-conviction themes and some potential implications for multi-asset investors.
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Riding the wave: building resilience amid volatility
The threat of escalating tariffs is fast becoming a reality, sparking wild swings in the financial markets. How should investors approach the markets? Read more.
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U.S. stocks falter, overseas stocks rally: start of a tectonic shift?
Last week's outperformance by non-U.S. stocks has many investors wondering if a new market trend has begun.
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