Viewpoints about Fixed Income
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Encouraging signs
Equity markets were generally stronger over the second quarter, with U.S. technology companies leading the charge.
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Five factors influencing the effectiveness of a 60/40 portfolio
We take a look at 5 macroeconomic factors that may influence the effectiveness of a 60/40 investing approach.
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Canada brings the curtain down on real return bonds
The phasing out of inflation-protected bonds ushers in a new era for inflation hedging in Canada. Now that new issuances of real return bonds are off the table, what tools do investors have in their arsenal to lead the fight against inflation? Learn more.
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Q1 2023 in review
Manulife Private Wealth reviews how Canadian and U.S. stocks, global equities, and global bond markets performed in Q1 2023.
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Q4 2022 in review
The Canadian and U.S. stock market rallied in the fourth quarter. Global equities and bond markets also advanced adding a positive note to a historically severe downturn in 2022.
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Goodbye, negative-yielding debt: Three-minute macro
The era of negative-yielding debt is over, but we’re more focused on how debt issuance and rising rates will increase government debt burdens (and what that means for investors). Our eyes are also on Europe, where we’re cautiously optimistic in the short term. Finally, we’ve got some good news for bond investors.
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Asset allocation update: Foresight November 2022
Our multi-asset solutions team examines how recent developments have shaped expected returns across different asset classes.
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Food scarcity, energy insecurity: assessing sovereign ESG risks from the Russia-Ukraine conflict
The central crisis of 2022 may not be found in inflation or interest rates, but in the conflict in Ukraine. We explore the commodity market impact and how this may up the ante on geopolitical and sovereign risks.
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The high-yield market isn't signaling a recession
Through the interest-rate volatility and higher inflation so far in 2022, we haven't seen a reason to abandon high yield. If anything, the higher-quality segment of this market could provide a welcome boost to a portfolio's risk-adjusted return potential.
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A spotlight on Canadian Fixed Income
An appreciating Canadian dollar—which we expect will happen on a structural basis— might provide an attractive return profile for both Canadian sovereign debt and credit, learn more.
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