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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Endemic pandemic? Three-minute macro
If COVID-19 is here to stay, how should economists incorporate it into their outlooks? This and more in this edition of three-minute macro.
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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.
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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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