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Q2 2025 in review
Canada’s stock market recovered from early weakness to deliver a solid return in the second quarter. Equities plunged in the first week of April following U.S. President Donald Trump’s announcement of tariffs that were far higher than investors had been expecting.
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Making sense of a volatile first half
As we reach the halfway point of 2025 and the heat of summer, we could all understand wanting to take some time off by a lake or on a golf course. It has been a very turbulent and complex six months.
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Asset allocation views: diversifying in uncertain times
Diversification and agility might be important for investors in a rapidly shifting global market landscape. Read the latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
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Midyear 2025 global macro outlook: what’s changed and what hasn’t
What a difference six months can make. More forceful-than-expected government policy decisions have overtaken some of our early 2025 views, but others have only been validated and reinforced.
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Why global government bond yields have risen
Government bond yields have been rising across the globe since markets returned to risk-on mode following early April’s surge in market volatility. We explore what’s driving yields higher and consider the implications for fixed-income investors.
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Why advice matters: navigating through the markets
In our April 2025 Wealth Insights webinar, we look at how to navigate short-term market disruptions and discuss investment scenarios in an era of unpredictable U.S. economic and trade policy.
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Macro meets markets: 5 investable themes to watch
In an increasingly uncertain macroeconomic landscape, our global macro team explores five of their latest high-conviction themes and some potential implications for multi-asset investors.
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What is stagflation, and how likely is it?
Tariff-related trade tensions have reignited worries about stagflation, a challenging economic brew of high inflation, weak growth, and high unemployment. Stagflation can lead to weakness in both equity and fixed-income markets, and is challenging for central banks to address.
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Staying patient and positioned for opportunity in the bond market
Bonds can still offer essential diversification benefits even when interest rates are volatile, but active management is crucial for navigating uncertain markets effectively.
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