Viewpoints about Asset Allocation
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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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Why global government bond yields have risen
Government bond yields have been rising across the globe since markets returned to risk-on mode following early April’s surge in market volatility. We explore what’s driving yields higher and consider the implications for fixed-income investors.
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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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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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Asset allocation views: a variable growth outlook
Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
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Asset allocation views: uncharted territory
Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
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The keys to success in GP-led secondaries deals
What are the ingredients of a successful GP-led secondaries deal? Paul Sanabria believes in a sound framework that thoroughly analyzes the assets, sponsors, alignment, and secondary deal dynamics—and that the devil lies in the details.
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Women: investing for retirement
Having enough money to live on throughout retirement can be a difficult objective to achieve, especially for women. It’s crucial for women to understand the different aspects that affect retirement savings to be able to plan for their future.
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Asset allocation outlook: proceed with caution
There were a number of key economic and market themes in flux in 2023, most notably a global economic environment that held up stronger than most market participants predicted. As 2024 gets under way, we look at some of the themes driving our asset allocation outlook.
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Rethinking the macroeconomic outlook
Frances Donald, Manulife Investment Management’s Global Chief Economist and Strategist shares her views on what we might expect in the months ahead.
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