Viewpoints about Asset Allocation
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Asset allocation views: a variable growth outlook
Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
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Asset allocation views: uncharted territory
Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
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The keys to success in GP-led secondaries deals
What are the ingredients of a successful GP-led secondaries deal? Paul Sanabria believes in a sound framework that thoroughly analyzes the assets, sponsors, alignment, and secondary deal dynamics—and that the devil lies in the details.
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Women: investing for retirement
Having enough money to live on throughout retirement can be a difficult objective to achieve, especially for women. It’s crucial for women to understand the different aspects that affect retirement savings to be able to plan for their future.
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Asset allocation outlook: proceed with caution
There were a number of key economic and market themes in flux in 2023, most notably a global economic environment that held up stronger than most market participants predicted. As 2024 gets under way, we look at some of the themes driving our asset allocation outlook.
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Rethinking the macroeconomic outlook
Frances Donald, Manulife Investment Management’s Global Chief Economist and Strategist shares her views on what we might expect in the months ahead.
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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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Five factors influencing the effectiveness of a 60/40 portfolio
We take a look at 5 macroeconomic factors that may influence the effectiveness of a 60/40 investing approach.
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Beyond the Fed’s hawkish “pause”: three macro elements to consider
The U.S. Federal Reserve kept rates steady at its June meeting. But looking deeper, there are implications for investors.
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Known unknowns: Three-minute macro
We're in an environment ripe with significant uncertainties that reduce visibility and make it difficult to have high conviction. Banking fragilities continue and the debt ceiling drama will be harmful to growth, no matter how it resolves. Meanwhile, we’re keeping an eye on European equities, which we think are losing their shine.
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