May 2025 summary

Welcome to Manulife Investment Management’s global institutional commentary. Each edition, we will provide a comprehensive overview of our latest insight, articles, and in-market strategies.

Opportunities in asset-backed securities: Jason Walker, Co-Chief Investment Officer, Manulife | CQS Investment Management

The resurgence and resilience of the U.S. retail sector: Maggie Coleman, CIO, Real Estate Equity, North America, Global Co-Head of Portfolio Management, Manulife Investment Management and Erin Patterson, Global Co-Head of Research and Strategy, Manulife Investment Management

Macro meets markets: 5 investable themes to watch: Erica Camilleri, CFA, Senior Global Macro Analyst, Multi-Asset Solutions Team, Manulife Investment Management

Adaptation is resilience: Assessing physical climate risk in Canada’s provinces and municipalities: David Francis Ung, Director, Engagement and Social Impact, Sustainability, Manulife Investment Management; Saad Qazi, CFA, Associate Portfolio Manager, Senior Investment Analyst, Canadian Fixed Income, Manulife Investment Management; and Omar Soliman, Associate, Sustainability Research, Manulife Investment Management

View all viewpoints here.

Insurance solutions: our customized approach

Our heritage as an insurance company, combined with our expertise in managing assets for institutional investors, allows us to offer tailor-made solutions for insurers globally.

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Investing in the nature and climate transition

Discover opportunities that can contribute to the solutions the world needs and that will thrive in the global socioeconomic transformation.

Learn more on our website.

• Manulife Investment Management and Cedar Podium Investment Management to Partner on Zero-Carbon Student Housing Project in Kingston, Ontario
• Manulife Investment Management Announces Formation of Lakefront Fiber to Serve Hyperscale, Carrier and Municipal Customers
• Manulife Investment Management Hires Brent McGowan as Global Head and CIO of Agriculture

View all press releases here.

• Latest asset allocation views, April 2025: Adapting to market turbulence
• Farmland market indicators, Q4 2024: A quarterly update enabling investors to access our latest insight into global market movements at a glance
• Carbon market indicators, H2 2024: A biannual update enabling investors to access our latest insight into global market movements at a glance
• North American 2025 real estate outlook: Our real estate house view articulates a transparent and unbiased viewpoint of current U.S. and Canadian CRE market conditions and takes a position on the overall sector that serves as the basis of our investment strategy.

Natural capital: sustainable investing in timberland and agriculture: Read our latest report for 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.

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.

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