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  • Search for alpha in the secondaries market sparks LP interest

    Jeff Hammer

    Jeff Hammer,  Global Co-Head of Secondaries, Private Markets Manulife Investment Management

    Paul Sanabria

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

    Our global co-heads of secondaries Paul Sanabria and Jeff Hammer met with Secondaries Investor to explain how their strategy differentiates from other buyers, and where they see the most attractive opportunities in the GP-led secondaries market.
  • After elections: What’s next for India?

    Rana Gupta

    Rana Gupta,  Senior Portfolio Manager, Asia ex-Japan Equity Manulife Investment Management

    Koushik Pal

    Koushik Pal,  Director, India Equities Research Manulife Investment Management

    We analyse the implications of the recent pivotal election and lay out a roadmap for how it may affect India’s economic development and investment opportunities through the ‘5Ds’ framework.
  • How retirement investments align with long-term sustainability goals

    Yi-Chen Chiang

    Yi-Chen Chiang,  Director, Sustainable Investing Team Manulife Investment Management

    Emilie Paquet, FSA

    Emilie Paquet, FSA,  Head of Strategic Initiatives and Innovation, Multi-Asset Solutions Team Manulife Investment Management

    Vishal Mansukhani, CFA

    Vishal Mansukhani, CFA,  Global Multi-Asset Client Portfolio Manager, Multi-Asset Solutions Team Manulife Investment Management

    A commonality between a typical portfolio for retirement and a sustainable investor is that both share a long-term horizon, seeking to achieve defined objectives over the course of many years—even multiple decades. In this piece, we focus on how investment portfolios can be built to align with the important and financially material sustainability themes.
  • How carbon markets bolster timberland investing

    Thomas G. Sarno

    Thomas G. Sarno,  Global Head of Timberland Investments Manulife Investment Management

    As more and more investors look to integrate natural capital strategies into their portfolios, timberland is proving to be an obvious beneficiary. Thomas Sarno, global head of timberland investing, believes that now is an ideal time to invest in the asset class.
  • Flip-flops: on the path to plastics circularity or a watery grave?

    Alyson J. Slater

    Alyson J. Slater,  Managing Director, Head of Sustainable Investment Canada, Public Markets Manulife Investment Management

    As the effects from plastic pollution trigger regulation, customer concern, media controversy, and changes in market dynamics, companies will have to better understand how they contribute to the plastic crisis and their consequential exposure to commercial, legal, and reputational risks across their value chains.
  • With Fed easing potentially on hold, what does this mean for fixed-income investors?

    Howard C. Greene, CFA

    Howard C. Greene, CFA,  Senior Portfolio Manager, Co-Head of U.S. Core and Core-Plus Fixed Income Manulife Investment Management

    Jeffrey N. Given, CFA

    Jeffrey N. Given, CFA,  Senior Portfolio Manager, Co-Head of U.S. Core and Core-Plus Fixed Income Manulife Investment Management

    Connor Minnaar, CFA

    Connor Minnaar, CFA,  Portfolio Manager, Core and Core-Plus Fixed Income, Manulife Investment Management Manulife Investment Management

    Pranay Sonalkar, CFA

    Pranay Sonalkar, CFA,  Associate Portfolio Manager, U.S. Core and Core Plus Fixed Income Manulife Investment Management

    Expectations for a Fed pivot have been pushed back due to persistent inflation and a surprisingly resilient U.S. economy. We explore why high-quality intermediate fixed income still presents a compelling opportunity for investors even if rate cuts don't materialize any time soon.
  • The merits of staying small in today’s small-cap equity market

    Bill J. Talbot, CFA

    Bill J. Talbot, CFA,  Senior Portfolio Manager, Head of U.S. Small-Cap Equities Manulife Investment Management

    Our research shows that several U.S. small-cap strategies have recently strayed from their core market segment to go up in market capitalization. We view such an approach as problematic, as it runs the risk of deviating from investors’ portfolio allocation objectives at a time when we see a favorable valuation and fundamental environment for small caps.
  • Aligning with global sustainability standards benefits investors

    Alyson J. Slater

    Alyson J. Slater,  Managing Director, Head of Sustainable Investment Canada, Public Markets Manulife Investment Management

    Reporting on climate risk has come a long way in recent years. Now, with the convergence of major standards, the promise of a global baseline for sustainability reporting is closer than ever.
  • Asset allocation outlook: balance of risks tilt to the downside

    James Robertson, CIM

    James Robertson, CIM,  Senior Portfolio Manager, Head of Asset Allocation–Canada, and Global Head of Tactical Asset Allocation, Multi-Asset Solutions Team Manulife Investment Management

    Investors are navigating an environment characterized by significant global economic resilience, but with crosscurrents. We review some of the themes driving our latest asset allocation outlook.
  • Regenerative real estate investing

    Onay Payne

    Onay Payne,  Portfolio Manager, Real Estate Impact Investment Manulife Investment Management

    Facilitating better social outcomes through profit-driven strategies is within reach for today's private markets real estate investors. We outline the contours of a sustainable impact approach.

Latest asset allocation views

May 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.

View now