Viewpoints | Manulife Investment Management

Capital markets strategy

Navigating markets and building better portfolios

Market Intelligence quarterly outlook

Investments Unplugged podcast

Investment strategy notes Learn more about the team

Tax, retirement, and estate planning

Identifying opportunities within changing regulatory and market environments

Tax planning

Estate planning

Retirement planning Learn more about the team

Global macroeconomic strategy

Cross-border research driving informed investment solutions

Global Macro Outlook

Foresight

Three-minute macro

Economic commentaries and white papers Learn more about the team

Behavioural economics

Unlock insights into the principles of behavioural economics to enhance your ability to understand and counteract the negative aspects of human emotions in financial decision-making, especially in volatile markets.

Understanding and navigating client behaviour Learn more about the team

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July 1, 2021

Capturing value within an ESG framework

Alan Wicks, CFA, Senior Managing Director and Senior Portfolio Manager Manulife Investment Management

Jonathan Popper, CIM, Senior Managing Director and Senior Portfolio Manager Manulife Investment Management

In a world where markets are so susceptible to short-term swings, we believe an integrated ESG approach can help investors unearth companies with demonstrable long-term value.

July 7, 2021

A guide to actively managed bond ETFs

Jonathan d’Auvergne, Director of ETFs Manulife Investment Management

We believe the strong case for active management in bond portfolios and further innovation will continue to drive this trend for years to come.

February 1, 2019

Keeping the Family Cottage in the Family

Tax, Retirement & Estate Planning Services Team, Manulife Investment Management

Passing on a family cottage? Half of any increase in value is taxable at death. This strategy protects against an estate having to sell a cottage to pay the tax.

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July 29, 2021

What factors have driven bond yields lower?

Philip Petursson, Chief Investment Strategist and Head of Capital Markets Research Manulife Investment Management

Macan Nia, Senior Investment Strategist Manulife Investment Management

Kevin Headland, Senior Investment Strategist Manulife Investment Management
July 27, 2021

Emerging markets and the case for sustainable investing

Kathryn Langridge, Senior Managing Director and Senior Portfolio Manager, Emerging Markets Equity Manulife Investment Management

Philip Ehrmann, Senior Portfolio Manager, Emerging Markets Equity Manulife Investment Management

Eric Nietsch, CFA, Head of ESG, Asia Manulife Investment Management
July 27, 2021

Applying an ESG lens to macroeconomic analysis—a starting place

Frances Donald, Global Chief Economist and Global Head of Macroeconomic Strategy, Multi-Asset Solutions Team, Manulife Investment Management Manulife Investment Management
July 27, 2021

Corporate class mutual funds: reduce OAS clawbacks

Tax, Retirement & Estate Planning Services Team, Manulife Investment Management
July 26, 2021

Ontario Estate Information Return

Tax, Retirement & Estate Planning Services Team, Manulife Investment Management
July 26, 2021

Seven reasons why Japan equities haven't met expectations

Sue Trinh, Senior Macro Strategist Manulife Investment Management

Solutions spring 2021 edition is now available.

Refreshing your mindset in unconventional times.

Solutions Magazine (manulife.ca)

Now online: a new edition of Advisor Focus!

Advisor Focus

Capital markets strategy

Tax, retirement, and estate planning

Global macroeconomic strategy

Behavioural economics

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Advisor Focus Magazine,

Alan Wicks, CFA, Senior Managing Director and Senior Portfolio Manager

Alex Grassino, Senior Global Macro Strategist, Multi-Asset Solutions Team, Manulife Investment Management

Benjamin W. Forssell, CFA, Client Portfolio Manager, Global Multi-Asset Team

Catherine Milum, Head of Wealth Sales, Wealth and Asset Management, Canada

Daniel S. Janis III, Senior Portfolio Manager, Head of Global Multi-Sector Fixed Income

David Lewis, President, BEworks Research Institute

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

Eric Nietsch, CFA, Head of ESG, Asia

Eric Theoret, CFA, CMT, Global Macro Strategist, Multi-Asset Solutions Team, Manulife Investment Management

Erica Camilleri, Investment Analyst, Multi-Asset Solutions Team

Frances Donald, Global Chief Economist and Global Head of Macroeconomic Strategy, Multi-Asset Solutions Team, Manulife Investment Management

Geoffrey Kelley, CFA, Senior Portfolio Manager, Global Head of Strategic Asset Allocation, Multi-Asset Solutions Team, Manulife Investment Management

Hans Peter Portner, CFA, Head and Senior Investment Manager, Thematic Equities Team Pictet Asset Management S.A.

Howard C. Greene, CFA, Senior Portfolio Manager, Head of U.S. Core and Core Plus Fixed Income

James (Jamie) Robertson, CIM, Senior Portfolio Manager, Head of Asset Allocation–Canada, and Global Head of Tactical Asset Allocation, Multi-Asset Solutions Team, Manulife Investment Management

Jeffrey N. Given, CFA, Senior Portfolio Manager, Securitized Assets

John F. Addeo, CFA, Senior Portfolio Manager, Global Chief Investment Officer, Fixed Income, Manulife Investment Management

Jonathan d’Auvergne, Director of ETFs

Jonathan Popper, CIM, Senior Managing Director and Senior Portfolio Manager

Jordan Blain, Director of ETFs

Kathryn Langridge, Senior Managing Director and Senior Portfolio Manager, Emerging Markets Equity

Kevin Headland, Senior Investment Strategist

Luke Browne, Head of Asset Allocation, Asia

Macan Nia, Senior Investment Strategist

Manulife Investment Management,

Margaret Childe, Head of ESG Research and Integration, Canada,

Nathan Thooft, CFA, Co-Chief Investment Officer, Multi-Asset Solutions Team and Global Head, Senior Portfolio Manager, Asset Allocation Team, Manulife Investment Management

Nicholas P. Renart, Portfolio Manager

Patrick Blais, CFA, Senior Managing Director and Senior Portfolio Manager

Peter Mennie, ASIP, Global Head of ESG Integeration and Research

Philip Ehrmann, Senior Portfolio Manager, Emerging Markets Equity

Philip Petursson, Chief Investment Strategist and Head of Capital Markets Research

Pictet Asset Management,

Robert E. Sykes, CFA, Senior Portfolio Manager and Head of Asset Allocation, U.S., Multi-Asset Solutions Team

Robert Wernic, Director of ETFs

Roshan Thiru, CFA, Head, Canadian Fixed Income

Sandy Sanders, CFA, Senior Managing Director and Senior Portfolio Manager

Solutions Magazine,

Sue Trinh, Senior Macro Strategist

Talib Saifee, Senior Investment Analyst

Tax, Retirement & Estate Planning Services Team,