Viewpoints by Alex Grassino, at Manulife Investment Management
Alex co-leads the macro strategy team, which forecasts macroeconomic and financial trends and analyzes the economy and capital markets for potential opportunities and risks. He’s also a key contributor to thought leadership both within the firm and externally. In addition to his work on the multi-asset solutions team’s returns forecast process, Alex provides portfolio and positioning views, directs thematic research, contributes to and coordinates internal and external publications, and is an active participant in various internal investment and risk committees. Prior to joining Manulife, Alex worked as a macro research analyst with Standard Life Investments and, before that, he held various roles at Laurentian Bank Securities that include equity research analyst and a financial markets economist.
- Education: M.Sc., Financial Services Management, University of Surrey; B.A., Economics and History, McGill University
- Joined the company: 2015
- Began career: 2001
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Why did the BoC decide against raising rates in January?
The BoC left interest rates unchanged at 0.25% at its meeting on January 26. The central bank’s decision defied market expectations and caught many investors off guard.
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Foresight November 2021: macro themes and market outlook
Optimism about the reopening has faded as supply chain disruptions, inflation, and changes in the labor market weigh on sentiment. We examine how returns expectations across asset classes have changed in recent months.
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U.S. inflation outlook—10 things to monitor
As concerns about U.S. inflation grows, investors are scrutinizing economic data for clues on what could happen next. We highlight 10 factors to monitor.
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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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