Viewpoints about Inflation
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Macro meets markets: 5 investable themes to watch
In an increasingly uncertain macroeconomic landscape, our global macro team explores five of their latest high-conviction themes and some potential implications for multi-asset investors.
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What is stagflation, and how likely is it?
Tariff-related trade tensions have reignited worries about stagflation, a challenging economic brew of high inflation, weak growth, and high unemployment. Stagflation can lead to weakness in both equity and fixed-income markets, and is challenging for central banks to address.
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Rising uncertainty amid tariff threats―what does it mean for Canadian investors?
The Trump Administration announced that the United States was imposing significant tariffs on its largest trading partners. What does this mean for Canadian investors?
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Here come the tariffs: why it’s too soon to draw conclusions
The recent announcement of U.S. tariffs on key global trade partners has perhaps raised more questions than it answered.
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2025 market outlook: navigating bull-, bear-, and base-case scenarios
The global economic and investment landscape is influenced by many factors, including, but not limited to, geopolitical events, monetary policy, and market expectations. To help investors navigate this environment, we present three possible scenarios.
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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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Asset allocation views: uncharted territory
Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
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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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Asset allocation outlook: proceed with caution
There were a number of key economic and market themes in flux in 2023, most notably a global economic environment that held up stronger than most market participants predicted. As 2024 gets under way, we look at some of the themes driving our asset allocation outlook.
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Five Macroeconomic Themes For 2024
A new economy rising: we dive into the five major forces that will drive global economies and markets in 2024. Come back to this page for updates, insight, and resources to help guide you throughout the year.
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