Viewpoints

A thematic framework for investing in the nature and climate transition

Brian J. Kernohan

Brian J. Kernohan,  Chief Sustainability Officer

Brandon Lewis

Brandon Lewis,  Senior Director, Sustainability, Timberland and Agriculture

Regan Smith

Regan Smith,  Managing Director, Sustainable Investing, Real Estate and Infrastructure

We believe the urgency of the nature and climate transition will continue to present a broad and deep investment opportunity set, which we've categorized into five distinct themes.

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  • Co-investments: deal inventory surge poised to benefit investors in 2025

    Brian Albert, CFA

    Brian Albert, CFA,  Managing Director, Private Equity & Credit Manulife Investment Management

    Rajiv Bakshi, CBV, CFA, CPA, CA

    Rajiv Bakshi, CBV, CFA, CPA, CA,  Managing Director, Private Equity & Credit Manulife Investment Management

    Fueled by a robust deal pipeline, abundant capital, favorable market conditions, and enhanced policy certainty post-U.S. presidential election, will co-investments thrive in 2025?
  • Secondaries: a booming market moves into high gear in 2025

    Jeff Hammer

    Jeff Hammer,  Senior Managing Director, Global Co-Head of Secondaries Manulife Investment Management

    Paul Sanabria

    Paul Sanabria,  Senior Managing Director, Global Co-Head of Secondaries Manulife Investment Management

    Leveraging the momentum from a record-breaking 2024 the secondary market is expected to expand further in volume, depth, and breadth in 2025.
  • Junior credit: rate cuts and improving visibility support investment opportunities

    Matt Szwarc

    Matt Szwarc,  Managing Director, Head of Junior Credit Manulife Investment Management

    Seth Kulman

    Seth Kulman,  Managing Director, Private Equity & Credit Manulife Investment Management

    Junior credit investments are poised for growth as rate cuts, decelerating inflation, and stable economic data boost M&A activity in 2025.
  • Private credit: seizing M&A momentum and yield advantages

    Maila Chuong

    Maila Chuong,  Director, Head of Capital Markets, Senior Credit Manulife Investment Management

    Following a year of significant spread compression, learn why we believe private credit is poised for a surge in deal activity and attractive yield opportunities in 2025.
  • Private equity Asia: India's potential as a prime destination for private equity capital

    Liam Coppinger, CFA

    Liam Coppinger, CFA,  Senior Managing Director, Private Equity Asia Manulife Investment Management

    Learn why India's rapidly expanding economy and favorable demographics, coupled with government reforms and a thriving tech start-up ecosystem, present attractive opportunities for private equity investments in 2025.
  • Fed easing cycle supports US fixed income assets

    Joseph H. Bozoyan, CFA

    Joseph H. Bozoyan, CFA,  Portfolio Manager, Global Credit, Manulife Investment Management Manulife Investment Management

    We believe that the dynamic investment approaches of the Preferred Securities and the USD Income (USD core fixed income) help navigate economic and rate cycles, offering attractive investment opportunities for fixed-income investors seeking higher-quality assets with relatively stable income.
  • 2024 timberland investment performance set to meet or exceed 2023

    Mary Ellen Aronow

    Mary Ellen Aronow,  Director of Forest Economics, Timberland Manulife Investment Management

    Last year's U.S. private timberland investments look likely to overtake their previous year's performance. As we await full-year reporting inclusive of annual valuations through appraisals or market transactions, this performance could offer an indication of what to expect for 2025.
  • Powering up on technology, localisation and globalisation

    Kai-Kong Chay, CFA

    Kai-Kong Chay, CFA,  Senior Portfolio Manager, Greater China Equities Manulife Investment Management

    Wenlin Li

    Wenlin Li,  Senior Portfolio Manager, Greater China Equities Manulife Investment Management

    Ben Yu

    Ben Yu,  Head of Equities, Taiwan Region Manulife Investment Management

    In this 2025 outlook, the Greater China Equities team will elaborate on four reasons for more upside potential going into 2025 despite potential US tariff concerns and geopolitical headwinds, as well as investment opportunities based on the 4As positioning for Greater China equity markets.
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    Maggie Coleman

    Maggie Coleman,  CIO, Real Estate Equity, North America, and Global Co-Head of Portfolio Management Manulife Investment Management

    Capital has flowed into real estate at a time when the market is resetting, with long-term income growth, operational expertise, alpha, and differentiation guiding the opportunity set.
  • COP29 and related announcements set the stage for the expansion of high-integrity carbon markets

    Eric Cooperström

    Eric Cooperström,  Managing Director, Impact Investing and Natural Climate Solutions Manulife Investment Management

    Decisions made at and around the UN Climate Conference (COP29) in Baku reinforce the key role that carbon markets fueled by private capital will play in facilitating global ambitions to counter climate change.

Latest asset allocation views

October 2024

Manulife Investment Management’s Multi-Asset Solutions Team looks at the global themes shaping its latest 5-year and long-term asset class return forecasts.

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