Viewpoints about Interest Rates
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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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Applying an ESG lens to macroeconomic analysis—a starting place
It's increasingly important to integrate ESG factors into macroeconomic analysis. Find out why.
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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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Three recent market reversals and what they mean for shareholder yield strategies
Changing equity markets have turned headwinds into tailwinds for shareholder yield strategies, which seek to capture dividends, share buybacks, and debt repayments.
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Bright outlook: 9 takeaways from a strong quarter for U.S. banks
Since the pandemic began, U.S. banks have successfully retrenched. Their latest earnings bolster our expectations that banks will lead a broader economic recovery.
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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: real rates, real concerns
Real rates are on the rise, which may create problems for equity investors, while COVID-19 may exacerbate inequality issues.
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Inflation and floating-rate loans: is 2021 the year for lift-off?
With a variety of inflation concerns and a near-record amount of negative-yielding debt, it makes sense now to consider a floating-rate fund for your portfolio.
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