Viewpoints from Manulife Private Wealth
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Q4 2022 in review
The Canadian and U.S. stock market rallied in the fourth quarter. Global equities and bond markets also advanced adding a positive note to a historically severe downturn in 2022.
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Understanding Manulife Private Wealth’s portfolio construction process (podcast)
Asset allocation can be a complicated world to navigate, as there are well over 100 asset classes to consider. Understanding how they correlate with one another as well as their risk and return attributes over a normal business cycle is important when considering asset allocation.
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The bear continues to growl
We take a 5-year time horizon, which is appropriate for a strategic timeframe and is better aligned with your time horizon. When looking at tactical allocation changes, here are some considerations that are made.
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What is financial planning and why it is important for high-net-worth investors
In this episode, we’re going to discuss the macro trends we may see in the next quarter and highlight why defining a financial plan is very important, especially for high-net-worth investors.
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Get started on completing your estate planning homework
September is back to school time. Why not follow the trend, embrace your inner student and take the time to complete your estate planning homework?
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What are private markets?
Private markets allow buyers and sellers to trade assets through direct negotiation rather than through an intermediary, such as a public securities exchange.
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Can investing in Canadian commercial real estate help smooth volatility in your portfolio?
In this article, we look at the potential benefits the asset class can offer investors in today’s inflationary environment.
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Enhance your family wealth by embracing story telling
2022 has been a roller coaster year in terms of the financial markets and many of us are concerned about how this may negatively impact our family wealth. While we can’t control the markets, we can use this time to broaden our definition of family wealth.
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Five timeless principles for investing success
While investing in volatile times can sometimes challenge your discipline and commitment, there are timeless principles to include in your investment strategy that can help ease your mind and keep you focused on the long term.
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Corrections are painful
While the present environment has been difficult to endure, history shows that the overall return of the markets is well above inflation.
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