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Applying an ESG lens to macroeconomic analysis—a starting place
In our view, ESG factors play an increasingly important role in macroeconomic analysis and the formulation of investment outlooks. Find out why.
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Foresight May 2021: macro themes and market outlook
Optimism about the lifting of lockdown restrictions has been offset by concerns about inflation. Find out how our returns expectations across asset classes have changed in recent months.
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Opportunities you’ve only heard of through the grapevine: private assets
What are real assets and what can they offer? Allocating to any type of private real asset may enhance a portfolio’s yield profile while reducing its price volatility relative to mainstream assets.
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U.S. inflation outlook—10 things to monitor
As concerns about U.S. inflation grows, investors are scrutinizing economic data for clues on what could happen next. We highlight 10 factors to monitor.
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Canadian equities: facts and future
The Canadian economy is changing, and the TSX needs to adapt. We examine which sectors will be helped or hindered by changing investor appetites, and what the TSX of the future may look like.
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Timing is everything: Three-minute macro
In the coming months, we expect the market to put emphasize the timing of economic inflection points. We also detail our cautiously optimistic view on REITs and highlight that differing COVID-19 vaccination rates are making country picking in emerging markets even more crucial in this month's edition of Three-minute macro.
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Canada’s economic outlook—recovery delayed, not derailed
The third wave of COVID-19 may have dimmed Canada's economic outlook in the near term, but our macroeconomic strategy team believes the country's still on track to do well in the second half of 2021.
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Why invest in agriculture?
Learn why agriculture—perhaps mankind’s oldest investment opportunity—remains one of the most compelling opportunities available today.
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Discover the expertise of Manulife’s internal Global Manager Research (GMR) team
Discover how the Global Manager Research team works with Manulife Private Wealth as well as its environmental, social, and governance (ESG) integration in portfolio design for Manulife Private Wealth’s underlying managers.
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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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