June 2025 summary
Thank you for joining us for another edition of Manulife Investment Management’s global institutional commentary, where we share a comprehensive overview of our latest insight, articles, and in-market strategies.
Midyear 2025 global macro outlook: what’s changed and what hasn’t: Alex Grassino, Global Chief Economist, Manulife Investment Management, Dominique Lapointe, CFA, Global Macro Strategist, Multi-Asset Solutions Team, Manulife Investment Management, Erica Camilleri, CFA, Senior Global Macro Analyst, Multi-Asset Solutions Team, Manulife Investment Management, and Hugo Bélanger, Senior Global Macro Analyst, Multi-Asset Solutions Team, Manulife Investment Management
Cold storage real estate: insulated from economic headwinds? Erin Patterson, Global Co-Head of Research and Strategy, Manulife Investment Management and Cassidy Toth, Director, Real Estate and Strategy, Private Markets, Manulife Investment Management
Why global government bond yields have risen: Emily R. Roland, CIMA, Co-Chief Investment Strategist, Manulife John Hancock Investments and Matthew D. Miskin, CFA, Co-Chief Investment Strategist, Manulife John Hancock Investments
View all viewpoints here.
How do massive macro changes affect asset allocation and sector choices? In this recent podcast, Chris Chapman, CFA, head of global multi-sector fixed income, Manulife Investment Management, discusses key topics shaping today’s investment landscape.¹
Emerging markets—a diverse range of economies poised for growth
Our experienced emerging-market teams aim to provide exposure to high-quality growth companies and improving sovereign credit outlooks. Our global scale and local insight enable us to actively manage the opportunities and risks associated with this dynamic sector.
Q1 2025 Pension Barometer: a quarterly look at pensions in Canada
Timberland market indicators: a quarterly update that enables investors to access our latest insight into global market movements at a glance
From volatility to opportunity: insight for institutional investors
2024 sustainability report: Consolidates our efforts in sustainable and responsible investing, stewardship, and climate-related financial disclosure into one comprehensive package. Discover the proactive steps we've taken to enhance our sustainability program, reflecting our unwavering commitment to value creation and value protection.
2024 real estate sustainability report: Our latest report outlines progress across climate, nature, and people, highlighting how disciplined asset management and innovation can support a more resilient built environment.
Natural capital: sustainable investing in timberland and agriculture: Provides key insight, case studies, and impact highlights across our forests and farms through the lens of climate, nature, and people.
For more information on Manulife Investment Management, visit our website.
¹ The views and opinions expressed are those of the speakers at the time of recording and are subject to change as market and other conditions warrant. This video is for informational purposes only and is not intended to be, nor shall it be interpreted or construed as, a recommendation or providing advice, impartial or otherwise, regarding any specific product or security. Unless otherwise noted, the speakers are not affiliated with Manulife.
This newsletter is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment or advisory service, or a recommendation of any such security or service, that may be referenced.
THIS MATERIAL IS INTENDED FOR INSTITUTIONAL, PROFESSIONAL INVESTORS, ADVISORS AND CONSULTANTS ONLY.
Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.