Viewpoints about Disciplined approach
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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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Foresight May 2021: macro themes and market outlook
Optimism about the lifting of lockdown restrictions has been offset by concerns about inflation. Find out how our returns expectations across asset classes have changed in recent months.
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Timing is everything: Three-minute macro
In the coming months, we expect the market to put emphasize the timing of economic inflection points. We also detail our cautiously optimistic view on REITs and highlight that differing COVID-19 vaccination rates are making country picking in emerging markets even more crucial in this month's edition of Three-minute macro.
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Three-minute macro: what’s driving earnings?
The drivers of equity market performance so far this year look very different than last. We’re also mindful of a potential cooling in the housing market, while we expect major financial institutions to keep track of inequality issues going forward.
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Discover the expertise of Manulife’s internal Global Manager Research (GMR) team
Discover how the Global Manager Research team works with Manulife Private Wealth as well as its environmental, social, and governance (ESG) integration in portfolio design for Manulife Private Wealth’s underlying managers.
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2019, what a long, strange trip it’s been
As I look back on the past year, two things really jump out at me. The first is that 2019 seems to have gone by in the blink of an eye. The second is that…
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Geopolitical and trade tensions contributed to increased market volatility in Q3
During the third quarter, global equity markets continued to be impacted by geopolitical and trade tensions, while economic data increasingly indicated a sluggish global environment.
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Global Volatility and Trade Wars. Is this the start of a market correction or déjà vu?
The first of a series of articles that examines various aspects of change in relation to the economy, businesses and finance which we may expect from AI in the decades to come.
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Pay taxes…how dare you?
What a difference a quarter makes. Market participants witnessed a wipeout in financial markets in Q4 2018.
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