Viewpoints by Sue Trinh, at Manulife Investment Management
Sue was responsible for developing macroeconomic strategy views that will influence the performance of a wide range of multi-asset funds offered by Manulife globally. She played a crucial role in helping the Asia and global multi-asset teams navigate through current economic conditions and risks, and made informed investment decisions that could contribute to stable, long-term investment returns.
Before joining Manulife Investment Management, she spent 13 years at RBC Capital Markets where she was most recently Head of Asia FX Strategy based in Hong Kong. Prior to that she was on the foreign exchange desks of Bank of New Zealand and Deutsche Bank in Australasia. Sue holds a Bachelor of Commerce with First Class Honors from the University of Canterbury, New Zealand.
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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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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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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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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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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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