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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Latest viewpoints

  • More innovation on the horizon for private markets

    Anne Valentine Andrews

    Anne Valentine Andrews,  Global Head of Private Markets Manulife Investment Management

    New investor channels, demand for private capital, and structural megatrends are opening up new opportunities for fast-growing private markets.
  • Beyond the hyperbole: three macro takeaways from the 2024 U.S. elections

    Alex Grassino

    Alex Grassino,  Head of Global Macro Strategy, Multi-Asset Solutions Manulife Investment Management

    Dominique Lapointe, CFA

    Dominique Lapointe, CFA,  Global Macro Strategist, Multi-Asset Solutions Team Manulife Investment Management

    Policy watchers, economic prognosticators, and investors alike are wondering what they should take away from the 2024 election results. From where we sit, it has a lot to do with the time horizon.
  • A thematic framework for investing in the nature and climate transition

    Brian J. Kernohan

    Brian J. Kernohan,  Chief Sustainability Officer Manulife Investment Management

    Brandon Lewis

    Brandon Lewis,  Senior Director, Sustainability, Timberland and Agriculture Manulife Investment Management

    Regan Smith

    Regan Smith,  Managing Director, Sustainable Investing, Real Estate and Infrastructure Manulife Investment Management

    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.
  • Asset allocation views: a variable growth outlook

    Nathan W. Thooft, CFA

    Nathan W. Thooft, CFA,  Chief Investment Officer, Senior Portfolio Manager, Multi-Asset Solutions Team, Manulife Investment Management Manulife Investment Management

    Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
  • Hiding in plain sight: have emerging markets been overlooked for too long?

    Kathryn Langridge

    Kathryn Langridge,  Co-Head, Senior Portfolio Manager, Emerging Markets Equity Manulife Investment Management

    Charlie Dutton, CFA

    Charlie Dutton, CFA,  Chief Investment Officer, Global Emerging Market Equities, Co-Head, Senior Portfolio Manager, Emerging Markets Equity Manulife Investment Management

    Nicolas J. Peña

    Nicolas J. Peña ,  Associate Portfolio Manager, Emerging Markets Debt Manulife Investment Management

    Fiona Cheung

    Fiona Cheung,  Head of Global Emerging Markets Fixed Income Research Manulife Investment Management

    The past decade hasn’t always been kind to emerging markets, but we believe broad underperformance and volatility have masked the compelling long-term growth opportunities that the asset class continues to offer. In this paper, our emerging-market experts outline why they believe both EME and EMD are poised to benefit from improved fundamentals and continued market maturation.
  • Regenerative agriculture: optimizing outputs

    Oliver S. Williams IV, CFA

    Oliver S. Williams IV, CFA,  Global Head of Agriculture Investments Manulife Investment Management

    Brent McGowan

    Brent McGowan,  Strategic Advisor and Board Member, Agriculture Manulife Investment Management

    Julie Koeninger, CFA®

    Julie Koeninger, CFA®,  Managing Director, Senior Portfolio Manager, Agriculture Manulife Investment Management

    Growing more food—more efficiently. Regenerative agriculture investment is attracting rising interest as a way to minimize the environmental impact of agriculture without compromising productivity.
  • Beyond the ballot: the real drivers behind stock market performance

    Manulife Investment Management

    Manulife Investment Management Manulife Investment Management

    While the U.S. presidential race may be commanding our attention, investors should continue to train their focus on the macroeconomic picture and earnings trends. In our view, it’s the most sensible way to approach investing for the long term.
  • Assessing China’s latest stimulus measures

    Kai-Kong Chay, CFA

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

    Greater China Equities Team analyses the latest round of strategic stimulus and explains why it warrants more than short-term tactical attention. The team also highlights a case study of Chinese companies that are ‘going-global’ to showcase this interesting juncture in the country’s corporate development.
  • Risk, opportunity, and flexibility in today's credit market

    Jason Walker

    Jason Walker,  CIO ABS Manulife | CQS Investment Management

    New variables are coming into play in global credit markets, with fresh drivers guiding the opportunities provided by dislocation, divergence, and downside protection.
  • As reinvestment risk emerges, how should investors navigate market uncertainty?

    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

    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

    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,  Portfolio Manager, U.S. Core and Core Plus Fixed Income Manulife Investment Management

    The Fed’s policy shift has brought reinvestment risk to the forefront. Discover how active management can potentially help investors who are ready to take cash off the sidelines.

Latest asset allocation views

July 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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