Fixed income
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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.
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Active fixed income within target-date strategies
Market movements serve as a reminder of the role that active fixed-income management plays within target-date strategies.
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The dividends of policy divergence
The global interest-rate easing cycle is under way. We explore what that means for investors taking a global view on fixed-income opportunities while putting credit and currency risk in perspective.
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The three phases of fixed-income investing: where are we now?
The volatile macro environment in the past year has made it difficult for fixed-income investors to take a firm view on where rates could be headed. Manulife Investment Management's Capital Markets Strategy Team takes a closer look.
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With Fed easing potentially on hold, what does this mean for fixed-income investors?
Expectations for a Fed pivot have been pushed back due to persistent inflation and a surprisingly resilient U.S. economy. We explore why high-quality intermediate fixed income still presents a compelling opportunity for investors even if rate cuts don't materialize any time soon.
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Managing interest-rate risk in 2024 and beyond
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.
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Today’s fixed-income landscape sets the stage for active 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.
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Have investors missed the opportunity in municipal bonds?
We think there’s still a lot to be excited about despite strong absolute returns experienced by the municipal bond market at the end of 2023. We discuss the fundamental and technical factors that could provide support for the asset class in the year ahead.
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Looking ahead, the case for fixed income remains
Being a bond investor hasn’t been a pleasant experience for the past few years. We explain why we believe that intermediate fixed income remains well positioned for whatever lies ahead.
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The hidden opportunity behind rising real rates
The surge in policy rates since March 2022 has left its mark on the U.S. economy, particularly pockets that are more interest-rate sensitive; however, it may have also created a rare entry point for fixed-income investors. Learn more.
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