-
The road to net zero: Three-minute macro
COP26 has us thinking about the massive expense—but also the potentially larger economic benefits—of the transition to a green economy over the coming decades. Also top of mind is the continuing woes in global supply chains, while we’re also thinking that the Fed may have to change its tone (and its stance) in the coming months.
Read more -
Manulife Private Wealth’s ESG Charter – Our journey
The following provides an overview of Manulife Private Wealth’s approach to environmental, social, and governance (ESG) investing.
Read more -
Applying an environmental, social, and governance (ESG) lens to our macroeconomic and investment analysis
Watch our latest podcast and learn how sustainability issues could influence the way financial markets respond to traditional economic developments and data points.
Read more -
Canadian commercial real estate Q2 review and outlook
Our Canadian commercial real estate outlook reveals the latest developments across office, industrial, retail, and multifamily property markets.
Read more -
Seeking higher income generation in a low-yield environment
It's no secret that government bond yields have significantly decreased over the past decades. In this low-yield environment, capital preservation is crucial for investors to benefit from their income generation efforts.
Read more -
The Delta effect: Three-minute macro
The Delta variant of COVID-19 is certainly complicating the outlook for the global economy, and we’re keeping an eye on five ways that those complications may materialize. We also take an ESG lens on the gig economy and discuss the yield situation among emerging-market debt.
Read more -
Tech and the consumer have reshaped today’s emerging markets
Today’s emerging markets (EM) are vastly different from what they were just a decade ago. What’s more, some EM-based technology companies have emerged as global market share leaders or close rivals to developed-market peers. In our view, an actively managed investment approach is best suited to navigating this landscape of tumultuous change.
Read more -
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.
Read more -
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.
Read more -
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.
Read more