Market outlook
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The long and short of recent market volatility
Recent short squeezes have injected volatility into what had been a surprisingly strong equity market, considering the impact of COVID-19 and the struggling economy. We explore the relevant market mechanics and assess some of the consequences for investors.
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Macro disruptors—hidden themes that could reshape the world economy
ESG awareness, cryptocurrencies, and a shift away from traditional data. Read about the macro disruptors that could redefine the way we understand the world economy.
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The U.S. economic recovery: a challenging short-term outlook as growth stalls
The U.S. economic recovery seems to have stalled. Is the impact of fiscal spending and lower interest rates waning?
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2021 market outlook: a brighter future, but clouds remain
There is reason both for optimism and concern heading into 2021. Vaccinations should help propel the economy, but there may be delays in getting them to the public. With yields low and momentum stocks soaring, a balanced portfolio may prepare investors for a wide variety of possible outcomes.
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Market outlook: macro themes that could influence returns in the months ahead
The COVID-19 outbreak has brought us back to an ultra-low interest-rate environment. Find out how it could have changed returns expectations across different asset classes.
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After the election: key early takeaways and positioning
With the winner of the 2020 presidential race still to be determined, we assess the market's initial reaction and the election's likely implications for different equity sectors and bonds.
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How should investors approach the upcoming election?
Uncertainty typically spikes in the lead up to the U.S. election. Manulife Investment Management's macroeconomic team highlights themes that investors should be monitoring.
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In focus: U.S. inflationary forces
Recessions aren't typically associated with inflationary pressures, but that's the environment we find ourselves in. Find out why.
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Investing for the next presidential cycle: macro trumps policy
Despite the radically different policies, the second Obama administration and the Trump administration showed largely similar overall stock performance as well as by individual sectors. We review this phenomenon here.
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Financial markets and the U.S. election
The U.S. election may be months away, but from a policy perspective—particularly in the economics space—COVID-19 might have already shaped the next presidency.
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