Viewpoints by Erica Camilleri, at Manulife Investment Management
Based in Toronto, Erica works alongside portfolio managers and strategists on the firm’s multi-asset solutions team to assist in strategic and tactical investment decisions. She joined the team as part of a rotational program, after having completed previous rotations on the asset allocation, public equity, and global macroeconomic strategy teams. Prior to joining the firm, she worked at KPMG.
Education: B.A., University of Western Ontario
Joined the company: 2019
Began career: 2019
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Timing is everything: Three-minute macro
In the coming months, we expect the market to emphasize the timing of economic inflection points. We also detail our cautiously optimistic view on REITs and highlight that differing COVID-19 vaccination rates are making country picking in emerging markets even more crucial in this month's edition of Three-minute macro.
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Three-minute macro: what’s driving earnings?
The drivers of equity market performance so far this year look very different than last. We’re also mindful of a potential cooling in the housing market, while we expect major financial institutions to keep track of inequality issues going forward.
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Three-minute macro: real rates, real concerns
Real rates are on the rise, which may create problems for equity investors, while COVID-19 may exacerbate inequality issues. Read more.
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Three-minute macro – February 2021
Speed of vaccinations is a factor in the reopening, but we’re also closely watching manufacturing activity in China.
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How should investors approach the upcoming U.S. election?
Uncertainty typically spikes in the lead up to the U.S. election. Our Global Chief Economist Frances Donald identifies key themes that investors should be monitoring.
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