Viewpoints about Macroeconomics
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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.
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A spotlight on Canadian Equity
We continue to find Canadian equities attractive because of their supportive dividend profile and reasonable valuations, discover why.
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A spotlight on Real Estate Equity
A hawkish Bank of Canada has many Canadian homeowners on watch. Can Canadian real estate help smooth volatility in your portfolio? We examine how inflation and other factors impact the current real estate space.
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Rising rates and real estate: Three-minute macro
A hawkish BoC should have Canadian homeowners on watch as interest-rate rises will likely eat into their purchasing power. We also break down why green energy stocks are underperforming this year and why stagflation is such a scary word.
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Show them the money: Three-minute macro
Corporate profits are surging, but workers aren’t really sharing in this profit boom—and that’s made even worse by rising prices. Our eyes are also on inventory levels that are building, and which could be a danger in the wake of rising interest rates.
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Continued volatility on the horizon
Following a year of low volatility in 2021, throughout the first quarter of 2022 the markets experienced a significant increase in volatility, as a result of inflationary pressures, interest rate tightening with the anticipation of further tightening to come and the Russia-Ukraine conflict.
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Manulife Investment Management Expertise: Analyzing Asset Allocation (podcast)
Learn how Manulife Investment Management’s asset allocation portfolios can provide clients solutions through a disciplined approach to investing and the comfort of knowing professionals are actively managing risk.
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No shortage of risks: Three-minute macro
We examine why the Russian-Ukraine conflict, persistently high inflation, and the Fed’s long-awaited rate hike have investors scared, and detail how food prices are increasing at the fastest rate in four decades. This and more in this edition of Three-minute macro.
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Inflation’s impact on retirement portfolios: quantifying the future cost today
Small increases in inflation can have outsized consequences for retirees’ portfolios. How do you plan for retirement in a new inflation reality? We quantify how much rising prices can impact investors’ retirement plans, and the changes that can be made to increase the odds of reaching their goals.
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Incorporating the Russia-Ukraine conflict in a global macro outlook
For the global economy, the Russia-Ukraine conflict and its repercussions amount to a stagflationary shock. We assess the situation's impact on our medium-term macro outlook.
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