Viewpoints about Fixed Income
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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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With Fed easing potentially on hold, what does this mean for fixed-income investors?
Expectations for a Fed pivot have been pushed back due to persistent inflation and a surprisingly resilient U.S. economy. We explore why high-quality intermediate fixed income still presents a compelling opportunity for investors even if rate cuts don't materialize any time soon.
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Q1 in review
Canadian equities moved higher in the first quarter, continuing the rally that began in November 2023.
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