Viewpoints about Macroeconomic updates
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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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How might the U.S. elections influence markets?
Markets' initial reaction to the outcome of the U.S. presidential election has been very positive, but will the upbeat sentiment last? We take a closer look.
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Beyond the ballot: the real drivers behind stock market performance
While the U.S. presidential race may be commanding our attention, investors should continue to train their focus on the macroeconomic picture and earnings trends. In our view, it’s the most sensible way to approach investing for the long term.
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Fed trims rates—what next?
The U.S. Federal Reserve kicks off the rate-cutting cycle with a 50 basis-point rate cut and signals that there could be more on the way before year end. We take a closer look at what this could mean investors.
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Market outlook: equities have continued to shine, but macro challenges remain
Despite the challenging trading environment, equity markets globally managed to turn in a positive performance so far this year, particularly in the United States. Learn if that's likely to change in the coming months.
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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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Three themes shaping asset allocation in H2 2023
The global economy and financial markets proved to be more resilient than expected in the first half of the year. Should investors expect a repeat performance in H2 2023? One asset allocator shares his views.
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The pause before the pivot: positioning bond portfolios for an evolving policy landscape
After aggressive tightening from central banks and a broad repricing of risk, yields in the bond market are now higher than they've been in more than 15 years. The question investors now face is how to position portfolios given today's abundant opportunities—but also in light of the growing risks and looming policy shifts on the horizon.
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Five factors influencing the effectiveness of a 60/40 portfolio
We take a look at 5 macroeconomic factors that may influence the effectiveness of a 60/40 investing approach.
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