Viewpoints from Manulife Investment Management
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The bar to stop hiking is probably lower than the bar to cut rates
Concerns about financial stability may not have stopped the Fed from raising rates; however, there's a growing sense that we're now closer to—if not already at—the end of the U.S. rate-hike cycle.
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Is the Fed as dovish as the market thinks it is?
Concerns about the strength of the global financial system have led to a significant shift in market expectations of when the U.S. Federal Reserve might start lowering interest rates. Has the market been too optimistic?
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Bank failures—unexpected events make investment decisions difficult
Events like the U.S. and European bank failures raise a key question. What should investors do during volatile times like these? Looking back at the last few years might give us an idea about how to discuss this with investors who may be uneasy or fearful.
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Assessing the contagion risk from ongoing banking concerns to Asia
Trouble in the banking sector on both sides of the Atlantic has sparked fears of broader contagion. To what extent will these developments affect Asia's economies? Read more.
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Three questions for the Fed in the lead-up to its March meeting
Fears that financial stress in the system could morph into a banking crisis have sparked speculation that the Fed might make a dovish pivot at its March meeting. We take a closer look.
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Regional bank failures create potential risks and opportunities for investors
The failure of several banking entities in just a few days has spurred extraordinary measures from U.S. regulators, but investors remain skittish. Read more on how these events shape our outlook for the banking industry.
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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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