Recessions are more than just a number: an investment framework
Frances Donald, Global Chief Economist and Strategist, and Alex Grassino, Co-Head of Global Macro Strategy at Manulife Investment…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
The hidden opportunity behind rising real rates
by John P. Bryson, Head of Investment Consulting, John Hancock Investment Management, & Keith H. Van Etten, CAIA,…
Three themes shaping asset allocation in H2 2023
by Nathan W. Thooft, CFA, Chief Investment Officer, Senior Portfolio Manager, Multi-Asset Solutions Team, Manulife Investment Management From…
