Viewpoints by Alex Grassino, at Manulife Investment Management
Alex is the firm’s global chief economist and leads the macro strategy team, which forecasts macroeconomic and financial trends and analyzes the economy and capital markets for potential opportunities and risks. He’s also a key contributor to thought leadership both within the firm and externally. In addition to his work on the Multi-Asset Solutions Team’s returns forecast process, Alex provides portfolio and positioning views, directs thematic research, contributes to and coordinates internal and external publications, and is an active participant in various internal investment and risk committees. Prior to joining Manulife, Alex worked as a macro research analyst with Standard Life Investments and, before that, he held various roles at Laurentian Bank Securities that include equity research analyst and financial markets economist.
- Education: M.Sc., Financial Services Management, University of Surrey; B.A., Economics and History, McGill University
- Joined the company: 2015
- Began career: 2001
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Midyear 2025 global macro outlook: what’s changed and what hasn’t
What a difference six months can make. More forceful-than-expected government policy decisions have overtaken some of our early 2025 views, but others have only been validated and reinforced.
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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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Beyond the Fed’s hawkish “pause”: three macro elements to consider
The U.S. Federal Reserve kept rates steady at its June meeting. But looking deeper, there are implications for investors.
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Five factors influencing the effectiveness of a 60/40 portfolio
We take a look at 5 macroeconomic factors that may influence the effectiveness of a 60/40 investing approach.
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A framework for navigating a massive uncertainty shock
The closure of tech-focused lenders in the United States has left investors on tenterhooks even as policymakers work hard to contain potential spillover effects. Find out how recent events could affect the U.S. economy.
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Global economic outlook 2023: navigating uncertainty
2023 is likely 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 more.
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The U.S. Federal Reserve reiterates its hawkish bias
Hopes that the U.S. central bank will make a dovish policy pivot soon were more or less dashed at the final FOMC meeting of 2022; however, there's still reason to think that monetary easing may still occur in 2023.
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Asset allocation view—navigating uncertainty
How should investors approach asset allocation decisions amid rising uncertainty? Manulife Investment Management's multi-asset solution team shares their latest views.
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