Viewpoints about Macroeconomic updates
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Why global government bond yields have risen
Government bond yields have been rising across the globe since markets returned to risk-on mode following early April’s surge in market volatility. We explore what’s driving yields higher and consider the implications for fixed-income investors.
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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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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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U.S. stocks falter, overseas stocks rally: start of a tectonic shift?
Last week's outperformance by non-U.S. stocks has many investors wondering if a new market trend has begun.
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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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Here come the tariffs: why it’s too soon to draw conclusions
The recent announcement of U.S. tariffs on key global trade partners has perhaps raised more questions than it answered.
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Tariffs and trade: three investment takeaways in the conflict’s opening round
The onset of the United States' tariffs against Canada, Mexico, and China produced a highly fluid situation and elevated market volatility. Investors may wish to consider three current market dynamics and avoid overreacting to the back-and-forth of the daily news cycle.
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2025 fixed-income outlook: getting ahead of a steepening yield curve
As fixed-income yields remain elevated despite the Fed's shift to accommodative policy, we explore what this means for investors.
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2025 outlook—resist turning up the volume
2024 was a great year for markets. Will that winning streak continue? Our market strategists share their market outlook for the year ahead.
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Asset allocation views: a variable growth outlook
Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
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