Market outlook
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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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Asset allocation views: balancing U.S. equities and trade risks
Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
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Policy normalization in Japan: how high will the BoJ go?
The Bank of Japan's (BoJ's) continued cycle of monetary policy normalization has many policy watchers and investors wondering how high the BoJ might take interest rates.
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Here come the tariffs: why it’s too soon to draw conclusions
The recent announcement of U.S. tariffs on key global trade partners has perhaps raised more questions than it answered.
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Navigating 2025: cautious steps in a dynamic market
With slower Fed rate cuts and the U.S. dollar's recent rally, is prudence the right approach for 2025?
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Tariffs and trade: three investment takeaways in the conflict’s opening round
The onset of the United States' tariffs against Canada, Mexico, and China produced a highly fluid situation and elevated market volatility. Investors may wish to consider three current market dynamics and avoid overreacting to the back-and-forth of the daily news cycle.
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2025 outlook—resist turning up the volume
2024 was a great year for markets. Will that winning streak continue? Our market strategists share their market outlook for the year ahead.
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Beyond the hyperbole: three macro takeaways from the 2024 U.S. elections
Policy watchers, economic prognosticators, and investors alike are wondering what they should take away from the 2024 election results. From where we sit, it has a lot to do with the time horizon.
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