Viewpoints about Federal Reserve
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Dispelling today’s four common bond investing myths
Avoid these four bond investing mistakes by focusing on data over false narratives.
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Macro anchors shaping the global growth outlook
The current global economic recovery remains delicate. We examine key macroeconomic themes that could influence global growth trajectory in the near term.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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