November 6, 2024
How might the U.S. elections influence markets?
Markets' initial reaction to the outcome of the U.S. presidential election was positive. But will the upbeat sentiment last? We take a closer look.
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Viewpoints
More insight and analysis
Asset allocation views: a variable growth outlook
Explore the latest thinking on today’s investment landscape from Manulife Investment Management’s Multi-Asset Solutions Team.
Valuing nature is an economic imperative
Valuing nature and the wealth of natural systems can play a greater role in how we approach investing. We outline why this matters for the economy and our world.
Tax strategies for SMA investors to know
The end of the year provides investors with a unique opportunity to optimize their portfolios and minimize tax liabilities. We break down essential year-end tax strategies and important considerations that SMA investors should know about.
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October 10, 2024
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 focus on the macroeconomic picture and earnings trends. In our view, it’s the most sensible way to approach investing for the long term.
October 7, 2024
Portfolio Intelligence podcast: how should investors approach portfolio positioning as rate cuts begin?
Historically, the start of a rate-cut cycle had created some interesting opportunities for investors. Will that apply to today's markets? Hear what our co-investment strategists have to say.
September 24, 2024
As reinvestment risk emerges, how should investors navigate market uncertainty?
The Fed’s policy shift has brought reinvestment risk to the forefront. Discover how active management can potentially help investors who are ready to take cash off the sidelines.
Portfolio construction
October 7, 2024
Three reasons to revisit an international equity allocation
With solid fundamentals, rising earnings, and attractive valuations, we think international equities are worth a closer look—especially in light of today’s heightened market concentration risks.
October 7, 2024
Portfolio Intelligence podcast: how should investors approach portfolio positioning as rate cuts begin?
Historically, the start of a rate-cut cycle had created some interesting opportunities for investors. Will that apply to today's markets? Hear what our co-investment strategists have to say.
September 18, 2024
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.