Viewpoints from Manulife Investment Management
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Why U.S. stock market outperformance is likely to continue
Investors who subscribe to the mean reversion theory would likely agree that U.S. stocks should underperform its global peers in the months ahead following an extended period of outperformance. One investment team, however, disagrees. Find out why.
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An LP’s guide to a reckoning in private equity
A reckoning is coming amid a market sea change. Some private equity firms will adapt and flourish—others won’t. Two trends may help alert LPs discern the difference.
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Market outlook: equities have continued to shine, but macro challenges remain
Despite the challenging trading environment, equity markets globally managed to turn in a positive performance so far this year, particularly in the United States. Learn if that's likely to change in the coming months.
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Why invest in agriculture now?
The solid fundamentals supporting farmland as an asset class remain. Now, new advances are sustainably increasing farmland yields while creating additional income streams.
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Cottage or home: which should be a principal residence?
Which property is best used as your principal residence for tax purposes? If you own more than one property, you have choices and may want to look at the tax consequences of claiming a cottage or other property as your principal residence. Learn more about your options and how to calculate the principal residence exemption.
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Why Canadian real estate now?
In times of uncertainty across much of the world, an allocation to Canadian real estate may provide a safe harbor in the storm. With a history of attractive risk-adjusted returns¹ in its commercial property markets, we believe Canada’s robust capital markets and strong economic fundamentals will continue to create opportunities for real estate investors.
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How commercial real estate prices are connected to climate risk
Like so many other things, climate change is now affecting real estate markets. Our experts explain how real estate prices are connected to climate risks.
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Data, data, everywhere: Three-minute macro
Data is our word of the month. Despite some surprising signs of economic resilience in the United States, our leading indicators still have us convinced a recession is on the way. Meanwhile, we don’t think the strong unemployment rate is a perfectly accurate description of the current (and future) labor market. Finally, the S&P 500 Index is looking strong so far this year, but we dive into how much of that performance is due to the AI craze.
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Global economy: recession postponed, not canceled
The unexpected strength in the global economy—particularly in the United States—might have brought investors initial relief, but we believe it isn't enough to delay the inevitable. Find out why.
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Canada brings the curtain down on real return bonds
The phasing out of inflation-protected bonds ushers in a new era for inflation hedging in Canada. Now that new issuances of real return bonds are off the table, what tools do investors have in their arsenal to lead the fight against inflation? Learn more.
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