Viewpoints about Equity
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Asset allocation views: evolving global growth and regional dynamics
Recent shifts in global policy and varied economic growth across regions are prompting a fresh look at asset allocation. As these factors uncover a broader set of opportunities globally, we look at the highlights of our latest asset allocation outlook.
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Mid-year outlook: what investors need to know
In our July 2025 Wealth insights webinar, we take a look at what has been a dynamic year so far and explore the factors likely to shape financial markets for the rest of the year.
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Q2 2025 in review
Canada’s stock market recovered from early weakness to deliver a solid return in the second quarter. Equities plunged in the first week of April following U.S. President Donald Trump’s announcement of tariffs that were far higher than investors had been expecting.
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Why advice matters: navigating through the markets
In our April 2025 Wealth Insights webinar, we look at how to navigate short-term market disruptions and discuss investment scenarios in an era of unpredictable U.S. economic and trade policy.
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Q1 2025 review: analyzing the impact of tariffs and geopolitical dynamics
Tariffs and rising trade tensions injected much uncertainty in the first three months of 2025. Our capital markets strategists examine what this could mean for investors in the months ahead.
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U.S. stocks falter, overseas stocks rally: start of a tectonic shift?
Last week's outperformance by non-U.S. stocks has many investors wondering if a new market trend has begun.
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Five investing mistakes to avoid
Market turbulence may trigger emotional investing, but history shows staying rational might be wiser. Beware of these five behaviours that can risk investment success.
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Policy normalization in Japan: how high will the BoJ go?
The Bank of Japan's (BoJ's) continued cycle of monetary policy normalization has many policy watchers and investors wondering how high the BoJ might take interest rates.
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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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