Viewpoints about Federal Reserve
-
Rising inflation is no reason for investors to head for the sidelines
Higher rates of inflation and a steeper yield curve may have captured headlines, but it's not all bad news. We take a closer look at the implications and emerging opportunities for fixed-income investors.
Read more
-
Midcycle investing: a guide to portfolio construction
Different phases of the economic cycle can call for a different investment approach. We put current conditions in context and offer ideas for tilting portfolios toward midcycle opportunities.
Read more
-
U.S. inflation outlook—10 things to monitor
As concerns about U.S. inflation grow, investors are scrutinizing economic data for clues on what could happen next. We highlight 10 factors to watch.
Read more
-
Portfolio Intelligence podcast: what does inflation mean for the economy?
Frances Donald, global chief economist and global head of macroeconomic strategy at Manulife Investment Management, discusses the outlook for inflation.
Read more
-
Portfolio Intelligence podcast: where are we now in the economic cycle?
Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, provide an update on economic growth and where we could be in the current economic cycle.
Read more
-
Fed policy: what comes next?
A review of Federal Reserve policy objectives and some of the key financial data the Fed examines in making policy, and a view on where we stand now.
Read more
-
Three-minute macro: what’s driving earnings?
The drivers of equity market performance so far this year look very different than last. We’re also mindful of a potential cooling in the housing market, while we expect major financial institutions to keep track of inequality issues going forward.
Read more
-
Macro investment themes: China's recovery, a Fed that's on hold, and vaccine rollouts
The U.S. economy looks set to outperform its developed-market peers in the months ahead—one of several macro themes that investors might want to monitor.
Read more
-
The U.S. economic recovery: a challenging short-term outlook as growth stalls
The U.S. economic recovery seems to have stalled. Is the impact of fiscal spending and lower interest rates waning?
Read more
-
Understanding how monetary and fiscal policies can work together
While the U.S. monetary and fiscal policy responses to the pandemic have been massive, further efforts on the fiscal side have stalled. We explore the differences between the two.
Read more