Viewpoints by Erica Camilleri, at Manulife Investment Management
Based in Toronto, Erica works alongside portfolio managers and strategists on the firm’s multi-asset solutions team to assist in strategic and tactical investment decisions. She joined the team as part of a rotational program, after having completed previous rotations on the asset allocation, public equity, and global macroeconomic strategy teams. Prior to joining the firm, she worked at KPMG.
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Three-minute macro: real rates, real concerns
Real rates are on the rise, which may create issues for equity investors, while COVID-19 may exacerbate inequality issues. Read more.
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