Viewpoints from Manulife Investment Management
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AI and the global economy: into the great wide open
How might artificial intelligence (AI) transform the global economy in the months, years, and decades to come? Three members of our global macro strategy team address that very question in terms of both the exciting opportunities and the potential risks.
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Realigning the approach to diversification in today’s complex landscape
Diversification is no longer just about owning a bit of everything. Today, it’s about building resilience across different assets and risk exposures to thrive in a fast-moving and complex world.
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2026 Global Macroeconomic Outlook: clearer picture, better growth
After an action-packed 2025 for investors, 2026 promises to be just as eventful. Our macro strategy team, led by Global Chief Economist Alex Grassino, shares its latest forward-looking views on global economies and markets.
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2026 Market Outlook: winning isn’t all it’s cracked up to be
2025 was a short-term investor’s dream, dominated by trend following, momentum trading, and lower-quality assets. In 2026, we see more opportunities for a thoughtful risk-managed strategy to add value to investor portfolios.
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Asset allocation views: evolving global growth and regional dynamics
Recent shifts in global policy and varied economic growth across regions are prompting a fresh look at asset allocation. As these factors uncover a broader set of opportunities globally, we look at the highlights of our latest asset allocation outlook.
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Why every woman needs a retirement plan—and a retirement plan B
Women should start planning for retirement now and make sure there are plans in place for changing conditions with their spouse, health, and finances.
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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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Staying patient and positioned for opportunity in the bond market
Bonds can still offer essential diversification benefits even when interest rates are volatile, but active management is crucial for navigating uncertain markets effectively.
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Riding the wave: building resilience amid volatility
The threat of escalating tariffs is fast becoming a reality, sparking wild swings in the financial markets. How should investors approach the markets? Read more.
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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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