Viewpoints by Paul G. Boyne, Senior Portfolio Manager at Manulife Investment Management
-
Why quality stocks are key in today's late-cycle economy
Stocks with quality characteristics could become more attractive in today’s late-cycle economy. Learn how a veteran investor is navigating an increasingly challenging global equity market.
Read more
-
Finding value and quality in a valuation-rich global equity market
While profit margins remain strong, elevated stock valuations and rising corporate debt could be warning signs for global equities. In such an environment, the best opportunities lie in the intersection between quality and value.
Read more
-
Quality is paramount in a relatively expensive global equity market
Despite improved earnings prospects, global equity markets remain relatively expensive. Stocks' quality attributes are critical in such an environment.
Read more
-
Equity valuations aren't painting a pretty picture
U.S. equities are trading at above-average valuations, growth is uncertain, and companies have been using debt to pay dividends and buy back shares. It’s fair to say that something isn't right with this picture.
Read more
-
In troubled times for equities, quality is critical
In an environment in which accommodative monetary policies are failing to spur global growth, equities' quality attributes can be critical in providing value and potential downside protection.
Read more