Viewpoints by Erica Camilleri, CFA, at Manulife Investment Management
Erica produces global macro and capital market research while developing cross-asset trade solutions. She works alongside portfolio managers on the firm’s Multi-Asset Solutions Team to assist in strategic and tactical investment decisions. Erica contributes to internal and external thought leadership and is a sought-after conference speaker. She joined the team as part of a rotational program, after having completed previous rotations on the asset allocation, public equity, and global macroeconomic strategy teams. Prior to joining the firm, she worked at KPMG. Erica holds the Chartered Financial Analyst designation and is a member of the CFA Society Toronto.
Education: M.B.A., University of Western Ontario–Ivey Business School; B.A., University of Western Ontario
Joined the company: 2019
Began career: 2019
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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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Macro meets markets: 5 investable themes to watch
In an increasingly uncertain macroeconomic landscape, our global macro team explores five of their latest high-conviction themes and some potential implications for multi-asset investors.
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