Viewpoints by Daniel S. Janis III, Senior Portfolio Manager at Manulife Investment Management
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Yields fall as the coronavirus spreads: our outlook for fixed income
U.S. Treasury yields hit record lows with new cases of the coronavirus cropping up in Europe and the United States. Calls are growing for the Fed to act. We take a closer look at the risks in the bond markets.
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How to value a currency: a closer look at the opportunities in FX markets
Currency markets are an underappreciated risk—and opportunity—when it comes to international investing. We take a closer look at the factors that drive currencies' performance.
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Bond market turbulence: putting the recent volatility in context
Long-term yields are up sharply in recent days. We take a closer look at what’s been driving that volatility and what may be in store over the near term.
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Flexible is the new core: fixed-income investing for the next 30 years
With interest rates on the rise, investors may be in for a rude awakening when they discover how much risk they're taking in their core bond allocations. See why we believe a flexible approach is better suited to today's markets.
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Navigating the new normal: fixed-income investing in a world of mounting risks
With anemic yields the norm, fixed-income investors everywhere are facing similar challenges. A global multisector approach can help, but only if actively managed currency exposures are part of the mix.
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Bond market liquidity: putting the risks in context
Mounting regulation combined with banks' mission to deleverage and boost their capital positions has created new liquidity concerns in the bond markets. We take a closer look at the risks.
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