Viewpoints from Manulife Investment Management
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Asset allocation views: evolving global growth and regional dynamics
Recent shifts in global policy and varied economic growth across regions are prompting a fresh look at asset allocation. As these factors uncover a broader set of opportunities globally, we look at the highlights of our latest asset allocation outlook.
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Federal budget 2025 — Tying up a bunch of loose ends and some new stuff
A summary of the 2025 federal government’s budget highlighting the changes delivered by the Liberal government on November 4, 2025. Review our analysis of the key corporate and personal measures and how they impact you.
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Why every woman needs a retirement plan—and a retirement plan B
Many Canadians ignore future planning—including women. But we’re doing more, earning more, and even living longer. While everyone needs to plan for what’s ahead, women should take charge now.
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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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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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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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Riding the wave: building resilience amid volatility
The threat of escalating tariffs is fast becoming a reality, sparking wild swings in the financial markets. How should investors approach the markets? Read more.
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Q1 2025 review: analyzing the impact of tariffs and geopolitical dynamics
Tariffs and rising trade tensions injected much uncertainty in the first three months of 2025. Our capital markets strategists examine what this could mean for investors in the months ahead.
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Gauging the impact of trade tensions on the Canadian fixed-income market
Recent developments in global trade have placed significant pressure on Canadian markets, as newly imposed U.S. tariffs and retaliatory measures from Canada reshape the economic landscape. We’ve outlined the key updates, market reactions, and touched on what we believe to be the bright spots in Canadian fixed income.
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