Market outlook
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more -
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.
Read more
-
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.
Read more
-
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.
Read more
-
Asset allocation views: balancing U.S. equities and trade risks
Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
Read more
-
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.
Read more