Viewpoints from 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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Three themes shaping asset allocation in H2 2023
The global economy and financial markets proved to be more resilient than expected in the first half of the year. Should investors expect a repeat performance in H2 2023? One asset allocator shares his views.
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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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The pause before the pivot: positioning bond portfolios for an evolving policy landscape
After aggressive tightening from central banks and a broad repricing of risk, yields in the bond market are now higher than they've been in more than 15 years. The question investors now face is how to position portfolios given today's abundant opportunities—but also in light of the growing risks and looming policy shifts on the horizon.
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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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Will U.S. banking woes accelerate the shift to a fragmented global economy?
The creation of a dual-tier banking system in the United States could mark the beginning of the next phase of deglobalization. We examine its likely implications for the global economy.
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