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  • Managing interest-rate risk in 2024 and beyond

    Christopher M. Chapman, CFA

    Christopher M. Chapman, CFA,  Senior Portfolio Manager, Head of Global Multi-Sector Fixed Income Manulife Investment Management

    In the current macroeconomic environment, where slowing growth and cooling inflation are conducive to monetary easing, we're finding opportunities to tactically embrace interest-rate risk. We explain why we believe geographical diversification and diligently selecting where that duration comes from will be particularly important this year and beyond.
  • Expanding the efficient frontier with natural capital investments

    David A. Fortin

    David A. Fortin,  Senior Director, Economic Research, Timberland and Agriculture Manulife Investment Management

    Weiyi Zhang, Ph.D.

    Weiyi Zhang, Ph.D.,  Associate Director, Agricultural Economics Manulife Investment Management

    The combination of investment characteristics associated with institutional investment in timberland and agriculture offers a compelling rationale for their inclusion in larger multi-asset portfolios, and ultimately allows for the expansion of the efficient frontier, as determined by traditional mean-variance portfolio optimization.
  • Today’s fixed-income landscape sets the stage for active management

    Howard C. Greene, CFA

    Howard C. Greene, CFA,  Senior Portfolio Manager, Co-Head of U.S. Core and Core-Plus Fixed Income Manulife Investment Management

    Jeffrey N. Given, CFA

    Jeffrey N. Given, CFA,  Senior Portfolio Manager, Co-Head of U.S. Core and Core-Plus Fixed Income Manulife Investment Management

    Connor Minnaar, CFA

    Connor Minnaar, CFA,  Portfolio Manager, Core and Core-Plus Fixed Income, Manulife Investment Management Manulife Investment Management

    Pranay Sonalkar, CFA

    Pranay Sonalkar, CFA,  Associate Portfolio Manager, U.S. Core and Core Plus Fixed Income Manulife Investment Management

    Bond markets have been especially volatile, as yields have risen and fallen sharply over the past year. We explore why active management is positioned to do well against this backdrop.
  • Infrastructure equity's resilience in disrupted markets

    John C.S. Anderson

    John C.S. Anderson ,  Global Head of Corporate Finance and Infrastructure Manulife

    Infrastructure equity demonstrated its resilience during the global financial crisis, COVID-19 upheaval, and inflation rate shocks of 2023. Discover the attractions of core-plus infrastructure investment strategies seeking to offer low volatility and attractive returns.
  • Defined benefit plans: opportunities to secure funding progress may only knock once

    Alex Grassino

    Alex Grassino,  Head of Global Macro Strategy, Multi-Asset Solutions Manulife Investment Management

    Vishal Mansukhani, CFA

    Vishal Mansukhani, CFA,  Global Multi-Asset Client Portfolio Manager, Multi-Asset Solutions Team Manulife Investment Management

    As the Canadian economy appears certain to transition to a lower interest-rate environment, our Multi-Asset Solutions Team examines how liability-driven investing can help defined benefit plans to preserve pension fund health.
  • The resilient U.S. economy puts stocks on solid footing

    Emory W. (Sandy) Sanders, Jr., CFA

    Emory W. (Sandy) Sanders, Jr., CFA,  Senior Portfolio Manager, U.S. Core Value Equity Manulife Investment Management

    Jonathan T. White, CFA

    Jonathan T. White, CFA,  Senior Portfolio Manager, U.S. Core Value Equity Manulife Investment Management

    The U.S. economy’s resilience amid a high-rate environment is likely to provide a durable catalyst for stocks for the rest of 2024. We explore stock selection ideas in industries where we see the most attractive opportunities.
  • Accelerating momentum amid a transitioning macro backdrop

    Endre Pedersen

    Endre Pedersen,  Deputy CIO, Global Fixed Income & CIO, Global Emerging Markets Fixed Income Manulife Investment Management

    Murray Collis

    Murray Collis,  CIO, Asia (ex-Japan) Fixed Income Manulife Investment Management

    Chris Lam

    Chris Lam,  Managing Director and Portfolio Manager, Asia Fixed Income Manulife Investment Management

    Eric Lo, CFA

    Eric Lo, CFA,  Managing Director and Portfolio Manager, Asia Fixed Income Manulife Investment Management

    A changing global rates environment is likely to position Asian fixed income for a positive year in 2024. Find out why.
  • A stable rate environment should be a fillip for Asia REITs

    Hui Min Ng, CFA

    Hui Min Ng, CFA,  Portfolio Manager Manulife Investment Management

    Asia REITs offer investors a unique income opportunity in the new year as rates have likely peaked with the possibility of declining borrowing costs in 2024.
  • Aggressive monetary and fiscal easing to fight debt-deflation pressures

    Paula Chan, CMT

    Paula Chan, CMT,  Senior Portfolio Manager, Asia ex-Japan Fixed Income Manulife Investment Management

    Isaac Meng

    Isaac Meng,  Portfolio Manager, Asia ex-Japan Fixed Income Manulife Investment Management

    This 2024 outlook presents our baseline views on the key macroeconomic themes that will likely impact China’s bond market in 2024 and explains why an active China fixed-income strategy should continue generating value for global investors.
  • A brighter 2024 outlook for U.S. regional banks as rates and deposit costs change course

    Susan A. Curry

    Susan A. Curry,  Senior Portfolio Manager, Capital Appreciation Manulife Investment Management

    Ryan P. Lentell, CFA

    Ryan P. Lentell, CFA,  Portfolio Manager, Capital Appreciation Manulife Investment Management

    With interest rates appearing to have peaked and lenders’ deposit costs easing, 2024 could turn out to be a far more hospitable year for U.S. regional banks than 2023.