Viewpoints by Frances Donald, Global Chief Economist and Global Head of Macroeconomic Strategy at Manulife Investment Management
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The U.S. economic recovery: a challenging short-term outlook as growth stalls
The U.S. economic recovery seems to have stalled. Is the impact of fiscal spending and lower interest rates waning?
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Market outlook: macro themes that could influence returns in the months ahead
The COVID-19 outbreak has brought us back to an ultra-low interest-rate environment. Find out how it could have changed returns expectations across different asset classes.
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How should investors approach the upcoming election?
Uncertainty typically spikes in the lead up to the U.S. election. Manulife Investment Management's macroeconomic team highlights themes that investors should be monitoring.
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In focus: U.S. inflationary forces
Recessions aren't typically associated with inflationary pressures, but that's the environment we find ourselves in. Find out why.
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Financial markets and the U.S. election
The U.S. election may be months away, but from a policy perspective—particularly in the economics space—COVID-19 might have already shaped the next presidency.
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U.S. jobs report stuns—hello V-shaped recovery?
A robust jobs recovery in May caught investors by surprise. Can investors take this as a sign that the worst is over?
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Market outlook: navigating the next chapter of COVID-19
Lockdown restrictions may be beginning to ease, but uncertainty remains high. How should investors navigate markets as we enter the next phase of the crisis?
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From coronavirus to credit market stress
The Fed acted quickly to alleviate signs of stress in the fixed-income market in the wake of the coronavirus outbreak. Has it done enough?
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The Fed's historic stimulus
Having slashed interest rates to near zero and played down the likelihood of negative rates, has the Fed run out of tools to prop up growth? Our experts think not. Read the latest analysis from Frances Donald.
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The Fed's emergency rate cut—what it can and cannot fix
What's the point of the Fed's emergency rate cut? It won't put an end to supply chain disruption or halt the coronavirus health crisis. But it may put the economy on a stronger long-term trajectory.
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