Viewpoints about Investment strategies
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
What are private markets?
Private markets allow buyers and sellers to trade assets through direct negotiation rather than through an intermediary, such as a public securities exchange.
Read more
-
Can investing in Canadian commercial real estate help smooth volatility in your portfolio?
In this article, we look at the potential benefits the asset class can offer investors in today’s inflationary environment.
Read more
-
Five timeless principles for investing success
While investing in volatile times can sometimes challenge your discipline and commitment, there are timeless principles to include in your investment strategy that can help ease your mind and keep you focused on the long term.
Read more
-
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.
Read more
-
A spotlight on Canadian Equity
We continue to find Canadian equities attractive because of their supportive dividend profile and reasonable valuations, discover why.
Read more