Market outlook
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How should investors approach the upcoming election?
Uncertainty typically spikes in the lead up to the U.S. election. Manulife Investment Management's macroeconomic team highlights themes that investors should be monitoring.
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In focus: U.S. inflationary forces
Recessions aren't typically associated with inflationary pressures, but that's the environment we find ourselves in. Find out why.
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Investing for the next presidential cycle: macro trumps policy
Despite the radically different policies, the second Obama administration and the Trump administration showed largely similar overall stock performance as well as by individual sectors. We review this phenomenon here.
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Financial markets and the U.S. election
The U.S. election may be months away, but from a policy perspective—particularly in the economics space—COVID-19 might have already shaped the next presidency.
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U.S. jobs report stuns—hello V-shaped recovery?
A robust jobs recovery in May caught investors by surprise. Can investors take this as a sign that the worst is over?
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Cash on the sidelines? Where to invest
Many investors reduced their stock exposure and held on to cash in response to the recent sell-off. Now that calm’s been restored, is it time to return to the markets?
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Market outlook: navigating the next chapter of COVID-19
Lockdown restrictions may be beginning to ease, but uncertainty remains high. How should investors navigate markets as we enter the next phase of the crisis?
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The dimensions of U.S. stimulus
Trillions of dollars' worth of direct government aid and market interventions have been aimed at mitigating pandemic-related economic disruption. We provide a rundown of the major stimulus provisions, along with commentary from our network.
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Crude awakening: what oil's collapse may mean for your portfolio
Investors have reacted with some alarm to the steep drop in oil prices this year, with futures contract prices briefly falling below zero before rebounding to low double digits. We look at the drivers of activity and oil’s connection to equity and fixed-income allocations.
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From coronavirus to credit market stress
The Fed acted quickly to alleviate signs of stress in the fixed-income market in the wake of the coronavirus outbreak. Has it done enough?
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