Viewpoints about Investment strategies
-
What tax advantages do SMAs offer?
Investors in separately managed accounts own the underlying securities within a portfolio, a distinction that helps provide many benefits, including greater potential tax efficiency.
Read more
-
Portfolio reviews: capital gains considerations
Four considerations that you should think about when rebalancing non-registered portfolios and potentially triggering a capital gain.
Read more
-
Q3 2023 in review
Manulife Private Wealth reviews how Canadian, U.S., and global equities, and global bond markets performed in Q3 2023.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
Encouraging signs
Equity markets were generally stronger over the second quarter, with U.S. technology companies leading the charge.
Read more
-
What is a separately managed account?
Separately managed accounts (SMAs) are managed by investment professionals and designed for high-net-worth individuals who have specialized or sophisticated needs and seek bespoke investment solutions. We discuss who SMAs are made for and their benefits and disadvantages,
Read more
-
Private equity secondaries are meeting the moment
Calling all liquidity providers: carpe diem. Private equity secondaries now represent a buying opportunity that hasn’t been seen in nearly a generation.
Read more
-
Q1 2023 in review
Manulife Private Wealth reviews how Canadian and U.S. stocks, global equities, and global bond markets performed in Q1 2023.
Read more