December 13, 2024
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 new year.
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Viewpoints
More insight and analysis
Zeroing in on private credit: more than meets the eye?
Private credit has evolved from a mere financing appendage to more than a trillion-dollar asset class. What are the key drivers that altered the course of traditional lending? We trace the origins of this asset class to examine its role in portfolio construction.
Why U.S. stocks could continue to do well in 2025
A still-strong labor market, healthy consumer spending, a potentially favorable policy environment. Manulife Investment Management's Emory W. (Sandy) Sanders Jr., CFA, joins the podcast to discuss why he's feeling upbeat about U.S. equities.
Rolling returns: a better approach to evaluating investment performance?
Investment performance is often measured by calendar year returns. Learn how rolling return performance can offer a more accurate and insightful view.
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Interest rates
November 27, 2024
What is the link between duration and monetary policy?
Monetary policy and investors’ assessment of how policy and economic growth might change in the future are some of the main drivers of bond market returns. We explore these concepts and what it means for investors as they review their fixed-income allocations.
November 22, 2024
Beyond the hyperbole: three macro takeaways from the 2024 U.S. elections
Policy watchers, economic prognosticators, and investors alike are wondering what they should take away from the 2024 election results. From where we sit, it has a lot to do with the time horizon.
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.
Portfolio construction
December 12, 2024
Zeroing in on private credit: more than meets the eye?
Private credit has evolved from a mere financing appendage to more than a trillion-dollar asset class. What are the key drivers that altered the course of traditional lending? We trace the origins of this asset class to examine its role in portfolio construction.
December 10, 2024
Rolling returns: a better approach to evaluating investment performance?
Investment performance is often measured by calendar year returns. Learn how rolling return performance can offer a more accurate and insightful view.
November 25, 2024
Tax-loss harvesting in bear and bull markets
Although bear markets present more tax-loss harvesting opportunities than bull markets, there are still ways to try to reduce taxable exposure even if there hasn't been a recent market drawdown. We explore options for investors with taxable accounts.