Viewpoints about Investment strategies
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Why Canadian real estate now?
In times of uncertainty across much of the world, an allocation to Canadian real estate may provide a safe harbor in the storm. With a history of attractive risk-adjusted returns¹ in its commercial property markets, we believe Canada’s robust capital markets and strong economic fundamentals will continue to create opportunities for real estate investors.
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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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What is a separately managed account?
Separately managed accounts (SMAs) are managed by investment professionals and designed for high-net-worth individuals who have specialized or sophisticated needs and seek bespoke investment solutions. We discuss who SMAs are made for and their benefits and disadvantages,
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Private equity secondaries are meeting the moment
Calling all liquidity providers: carpe diem. Private equity secondaries now represent a buying opportunity that hasn’t been seen in nearly a generation.
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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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Understanding Manulife Private Wealth’s portfolio construction process (podcast)
Asset allocation can be a complicated world to navigate, as there are well over 100 asset classes to consider. Understanding how they correlate with one another as well as their risk and return attributes over a normal business cycle is important when considering asset allocation.
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Real assets: don’t let current conditions undermine your long-term success
Making asset allocation changes during a market downturn isn’t necessarily an easy feat. When it comes to allocating to private real assets, we believe there are three main reasons why investors shouldn’t wait: diversification, capital protection, and what we call unsung tailwinds.
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Short-term lessons for long-term success: four common pitfalls in volatile markets
Unwary investors can easily let their emotions get the better of them when the going gets tough. We outline four of the most common pitfalls investors can fall into when navigating market volatility, along with suggestions on how to avoid doing the same.
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The bear continues to growl
We take a 5-year time horizon, which is appropriate for a strategic timeframe and is better aligned with your time horizon. When looking at tactical allocation changes, here are some considerations that are made.
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