Markets Recon

Timberland investment: growing credible impact

24 Feb 2026

Timberland is meeting rising demand for credible nature‑based decarbonization solutions by providing a biologically renewing resource with diversified revenue streams and the potential to generate...

By Manulife In Private Markets, Sustainability, Thematic / Megatrends

Asset allocation views: paving the way for growth

06 Feb 2026

2026 could be a year of measured growth, with central banks nearing the end of their policy cycles and opportunities continuing to emerge across asset classes and regions. We review the highlights...

By Manulife In Equities, Industry, Portfolio Construction

The strategic case for EMD hard currency: data-driven insight for institutional investors

23 Jan 2026

The global fixed income market has been transformed by the rapid rise of emerging market debt, particularly hard currency bonds. We explain why these assets, which have evolved into a liquid and ve...

By Manulife In Fixed Income, Emerging Markets, Portfolio Construction, Sustainability

Value beyond forest products: investing in timberland

22 Jan 2026

Timberland’s value proposition has expanded far beyond its traditional confines to offer a spectrum of natural capital investment possibilities for discerning asset allocators. Discover the themes...

By Manulife In Equities, Private Markets, Thematic / Megatrends, Sustainability

AI and the global economy: into the great wide open

13 Jan 2026

How might artificial intelligence (AI) transform the global economy in the months, years, and decades to come? Three members of our global macro strategy team address that very question in terms of...

By Manulife In Thematic / Megatrends, Hedge Funds, Macro

We need to talk about climate adaptation: understanding its impact on climate-related financial risks

09 Jan 2026

The subject of climate adaptation can be difficult to bring up, often clouded by the misconception that focusing on adaptation means admitting defeat on climate change mitigation. In this viewpoint...

By Manulife In Sustainability, Thematic / Megatrends

The role of commercial real estate diversification in pursuing outperformance

08 Jan 2026

Diversification is increasingly vital for commercial real estate (CRE) investors seeking outperformance and resilience amid evolving economic headwinds. Strategic sector selection, especially entry...

By Manulife In Private Markets, Hedge Funds, Sustainability, Portfolio Construction, Equities, Macro

2026 fixed-income outlook: finding opportunity in uncertainty

05 Jan 2026

After an unpredictable year for bond investors, we share our outlook on the yield curve and credit spreads, and discuss how an allocation to MBS could potentially enhance fixed-income portfolios.

By Manulife In Fixed Income, Sustainability, Portfolio Construction

2026 Global Macroeconomic Outlook: clearer picture, better growth

17 Dec 2025

Our 2026 macro outlook highlights key themes across global economies and commodities, what we'll be watching closely in the new year, and portfolio takeaways for investors to consider.

By Manulife