Viewpoints by Erica Camilleri, CFA, at Manulife Investment Management
Erica produces global macro and capital market research while developing cross-asset trade solutions. She works alongside portfolio managers on the firm’s Multi-Asset Solutions Team to assist in strategic and tactical investment decisions. Erica contributes to internal and external thought leadership and is a sought-after conference speaker. 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. Erica holds the Chartered Financial Analyst designation and is a member of the CFA Society Toronto.
Education: M.B.A., University of Western Ontario–Ivey Business School; B.A., University of Western Ontario
Joined the company: 2019
Began career: 2019
-
Service, please! Three-minute macro
Inflation continues to be stubborn, but now we’re focused more on the services component, which is causing the bulk of the pain. Meanwhile, with volatility pretty much everywhere, investors find themselves without many assets to turn to because of rising asset class correlations. Finally, we take a look at the potential of the Brazilian equity market, which looks cheap.
Read more
-
Q4 2022 Global Macro Outlook
Rising inflation, enduring supply chain disruptions, and rising uncertainty—hardly a strong start to 2022; however, our macroeconomic strategy team believes that global growth prospects will become brighter as the year progresses.
Read more -
Das economy: Three-minute macro
With a full-blown energy crisis, the outlook for Europe’s largest economy is dire, with many headwinds to face. Meanwhile, investors might not know it, but ESG factors are having major impacts on the global economy.
Read more
-
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.
Read more
-
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