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June 22, 2026
Our midyear 2026 macro outlook highlights key themes across global economies and market implications for investors to consider in the second half of the year.
Co-Chief Investment Strategist Matthew D. Miskin, CFA, joins the podcast for a timely conversation on the drivers behind the recent U.S. equity rally and today’s market concentration risks.
Despite ongoing volatility, credit markets have remained resilient, creating compelling opportunities for investors. Head of developed-market fixed income at Manulife Investment Management, Jeffrey N. Given, CFA, joins the podcast to explain how investors can position portfolios for stability and income.
Investing in a passive ETF is often seen as a way for investors to receive cheap and liquid exposure to a certain asset class, with these funds closely tracking a broad-based benchmark. However, investors in passive high-yield ETFs may run the risk of missing out on a substantial portion of the potential returns offered by high-yield investments.
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