Market outlook
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Fed trims rates—what next?
The U.S. Federal Reserve kicks off the rate-cutting cycle with a 50 basis-point rate cut and signals that there could be more on the way before year end. We take a closer look at what this could mean investors.
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From earnings to recession fears—making sense of market volatility
Volatility made a dramatic return to the markets in early August, sparked by less-than-stellar corporate earnings, unexpected yen strength, and concerns that economic growth may be stalling. We take a closer look.
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Asset allocation views: uncharted territory
Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
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U.S. earnings outlook: has the stock market set the bar too high?
U.S. companies recorded their highest quarterly earnings growth rate in two years during the recently concluded earnings season, and analysts are expecting growth to accelerate through the rest of 2024. See what may need to happen for those expectations to be met and what the outcome could mean for investors.
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Asset allocation outlook: balance of risks tilt to the downside
Investors are navigating an environment characterized by significant global economic resilience, but with crosscurrents. We review some of the themes driving our latest asset allocation outlook.
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Asset allocation outlook: proceed with caution
As 2024 gets under way, we look at some of the themes driving our asset allocation outlook.
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