Viewpoints about Asset Allocation
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Don't be so negative: Three-minute macro
Earnings estimates have started to decline, but some sectors are doing far better than others. We also take a look at European trade dependence and how different commodities might perform in a slowing economy.
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Short-term lessons for long-term success: four common pitfalls in volatile markets
Unwary investors can easily let their emotions get the better of them when the going gets tough. We outline four of the most common pitfalls investors can fall into when navigating market volatility, along with suggestions on how to avoid doing the same.
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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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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.
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Manulife Investment Management Expertise: Analyzing Asset Allocation (podcast)
Learn how Manulife Investment Management’s asset allocation portfolios can provide clients solutions through a disciplined approach to investing and the comfort of knowing professionals are actively managing risk.
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Market insights: Macro themes and outlook in the second half of 2021
Watch our latest podcast to learn about the macroeconomic pillars and asset allocation analysis that could help guide investment decisions in both the near and the long term.
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The reopening recovery is underway
As we begin the summer season, health and safety protocols including lockdowns are being relaxed or eliminated and the Canadian economy is opening rapidly. So where do we go from here?
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Light at the end of the tunnel
As we look ahead into the second quarter and the rest of 2021 there are many positives. Global trade and industrial production are rebounding, as well as corporate profits with the US leading the charge.
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Markets diverge from the pandemic and economy
We expect markets to continue to be volatile in the months ahead as investors digest the impact of economies reopening, additional localized coronavirus outbreaks, and other major geopolitical factors.
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The road ahead: Focusing on your investment goals amidst uncertainty (Podcast)
This episode features Frances Donald, Chief Economist, who will provide a market update and Jamie Robertson, Head of Asset Allocation, who will put into context the short-term volatility we are currently experiencing and the impact it has on investors’ long-term savings’ goals.
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