Viewpoints about Global
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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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Global economy: recession postponed, not canceled
The unexpected strength in the global economy—particularly in the United States—might have brought investors initial relief, but we believe it isn't enough to delay the inevitable. Find out why.
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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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Bank failures—unexpected events make investment decisions difficult
Events like the U.S. and European bank failures raise a key question. What should investors do during volatile times like these? Looking back at the last few years might give us an idea about how to discuss this with investors who may be uneasy or fearful.
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Is the Fed as dovish as the market thinks it is?
Concerns about the strength of the global financial system have led to a significant shift in market expectations of when the U.S. Federal Reserve might start lowering interest rates. Has the market been too optimistic?
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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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How emerging-market equities’ rebound rally could extend throughout 2023
The emerging-market equity outlook has brightened after a challenging 2022. We explore the improving prospects in Mainland China, the information technology sector, and more.
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2023 Q1 Global Macro Outlook—The Year Ahead
We expect 2023 to be a year of two halves: H1 could be defined by a material slowdown in growth as the effects of aggressive monetary tightening kick in, while H2 could see an easing in macroeconomic conditions. Read our economic growth forecast for 2023.
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The tailwinds of change: Three-minute macro
Inflation is showing signs of moderating, and if history is any indication, that could be a tailwind for equities. We’ve also got eyes on the timeline for a reopening in China, and on Americans’ excess savings, which aren’t excess for everyone.
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Don't be so negative: Three-minute macro
Earnings estimates have started to decline, but some sectors are doing far better than others. We also take a look at European trade dependence and how different commodities might perform in a slowing economy.
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