Viewpoints by Jeffrey N. Given, CFA, Senior Portfolio Manager at Manulife Investment Management
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After the turnaround, where to? How to look at bonds now
While much of the bond market value resulting from the pandemic-related sell-off has been captured, portfolios can still pursue yield and value with solid bottom-up analysis.
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Bond market liquidity and the dash to cash: making sense of the current environment
The massive selling in many segments of the fixed-income market has led to valuations not seen in more than a decade. We take a closer look at the forces in play and the opportunities that have been created.
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Finding balance amid dramatic market volatility
The portfolio managers of John Hancock Balanced Fund provide an update on portfolio positioning amid coronavirus fears and what they think comes next for equity and bond markets.
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The waiting game: the Fed signals it may keep rates steady through 2020
The Fed recently discussed its intention to hold interest rates steady through the end of 2020. Does the pause signal confidence in the U.S. economy? Or concerns about broader global tensions? We take a closer look.
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California wildfires: potential impact for muni bond investors
The California wildfires are an important reminder for muni bond investors to assess weather-related risks at both the state and issuer levels.
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A closer look at Morningstar's new core and core-plus categories
Morningstar recently changed how it classifies intermediate-term bond funds, essentially splitting the category in two. Watch this video to learn more about the implications for investors.
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The outlook for interest rates in 2019: gearing up for the Fed’s shift into neutral
After three years of slowly raising interest rates, the Fed may have finally reached neutral territory. We take a closer look at the implications for bond markets.
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Cleared for takeoff: seeking income opportunities in airport municipal bonds
Airport projects can present some of the most attractive opportunities in today’s municipal bond market, thanks to tailwinds that point to strong growth prospects for U.S. airports.
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Fixed-income strategies: a look at which work best in different rate environments
Longer-term yields can be unpredictable. We take a closer look at which fixed-income strategies have held up best in different rate environments and offer some tips on how you can prepare your portfolio for whatever's next.
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Avoiding another taper tantrum: why a cautious stance on agency MBS may be warranted
The U.S. Federal Reserve is the single largest buyer of agency mortgage-backed securities in the market today. We take a closer look at what could happen when that trend changes course.
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