Viewpoints about Equity
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Q4 2023 in review
Manulife Private Wealth reviews how Canadian, U.S., and global equities, and global bond markets performed in Q4 2023.
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Q3 2023 in review
Manulife Private Wealth reviews how Canadian, U.S., and global equities, and global bond markets performed in Q3 2023.
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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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Encouraging signs
Equity markets were generally stronger over the second quarter, with U.S. technology companies leading the charge.
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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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Bank on it: the state of Canadian financial institutions in the wake of bank failures abroad
The financial community was rocked by a string of bank failures in March. The failures of Silicon Valley Bank and Signature Bank in the United States could have been seen as isolated events, given their significant ties to the tech community that had seen a major downturn in recent months. But investors were rattled even further when Credit Suisse, one of the 30 global systemically important banks, was acquired by rival UBS to prevent the former’s collapse, followed weeks later by the collapse of First Republic Bank, which became the second-largest bank failure in U.S. history. The banking community was put on notice, including in Canada, where banks play a huge role in our economy.
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Q1 2023 in review
Manulife Private Wealth reviews how Canadian and U.S. stocks, global equities, and global bond markets performed in Q1 2023.
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Regional bank failures create potential risks and opportunities for investors
The failure of several banking entities in just a few days has spurred extraordinary measures from U.S. regulators, but investors remain skittish. Read more on how these events shape our outlook for the banking industry.
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Duration calculation: Three-minute macro
Managing duration risk is important for all portfolios, so we modeled duration risk in equities. We also shed some light on what tech layoffs mean (or don’t mean) for the wider economy. Finally, we explain why the Bank of Canada’s aggressive monetary tightening relative to its peers may not be enough to prevent a recession.
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Q4 2022 in review
The Canadian and U.S. stock market rallied in the fourth quarter. Global equities and bond markets also advanced adding a positive note to a historically severe downturn in 2022.
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