Viewpoints about Fixed Income
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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 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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Staying patient and positioned for opportunity in the bond market
Bonds can still offer essential diversification benefits even when interest rates are volatile, but active management is crucial for navigating uncertain markets effectively.
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Gauging the impact of trade tensions on the Canadian fixed-income market
Recent developments in global trade have placed significant pressure on Canadian markets, as newly imposed U.S. tariffs and retaliatory measures from Canada reshape the economic landscape. We’ve outlined the key updates, market reactions, and touched on what we believe to be the bright spots in Canadian fixed income.
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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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Navigating changes together
Canada’s stock market produced a double-digit gain and outperformed its developed-market peers in the third quarter. Economic growth remained sluggish, with initial data indicating that third-quarter GDP would likely miss estimates.
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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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Navigating market shifts: global interest-rate trends and market dynamics
Canada’s equity market traded sideways in Q2, while U.S. stocks surged to new heights, led by the information technology and communications sectors. Read our Q2 review.
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