Viewpoints from Manulife Investment Management
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Navigating 2025: cautious steps in a dynamic market
With slower Fed rate cuts and the U.S. dollar's recent rally, is prudence the right approach for 2025?
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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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Assessing investment risk through the lens of longevity risk
Overly conservative investment choices may introduce unintended risks to optimal retirement outcomes. Sound financial advice and plan sponsor communication are crucial in highlighting potential pitfalls.
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2025 fixed-income outlook: getting ahead of a steepening yield curve
As fixed-income yields remain elevated despite the Fed's shift to accommodative policy, we explore what this means for investors.
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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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Women’s retirement planning: invest in your future self
Women face unique challenges when it comes to retirement planning. With longer average life spans, they're often more at risk of not meeting their retirement income targets. We take a closer look at the extent to which a longer life span may affect other factors that are critical to women’s retirement readiness.
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Market outlook: equities have continued to shine, but macro challenges remain
Despite the challenging trading environment, equity markets globally managed to turn in a positive performance so far this year, particularly in the United States. Learn if that's likely to change in the coming months.
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Why U.S. stock market outperformance is likely to continue
Investors who subscribe to the mean reversion theory would likely agree that U.S. stocks should underperform their global peers in the months ahead following an extended period of outperformance. One investment team, however, disagrees. Find out why.
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Liability-driven investing and climate risk: facing reality one step at a time
One of the reasons retirement plan sponsors use LDI is to minimize unrewarded risks. As climate data accessibility and reliability improve, climate risk is an increasingly important risk to understand. Our LDI team explains the potential impact of climate change on corporate bonds and how to mitigate the related risk.
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Global economy: recession postponed, not canceled
The unexpected strength in the global economy—particularly in the United States—might have brought investors initial relief, but we believe it isn't enough to delay the inevitable. Find out why.
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