Viewpoints by Robert M. Boyda, Senior Advisor at Manulife Investment Management
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Growing together while splitting apart
Global Chief Economist Megan E. Greene believes that if there’s any immediate danger to the U.S. economy, it would be the equity markets. Find out why.
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The trade war remains one of many mounting macro risks
Plus, see what works and what doesn't, as a retiring asset allocator reflects on lessons from four decades in investing.
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Global growth divergence eclipses last year’s synchronized recovery
We’re near the point of maximum optimism in the cycle. This is about as good as it gets for financial markets—find out the implications for investors.
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Tinkering with trade introduces unintended risks for investors
The next U.S. recession doesn’t appear imminent, but rising trade tensions could tip the balance from benign to bad quickly—see the implications for investors.
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Economic growth downside risks may outweigh the upside potential in 2018
Last year offered some upside surprises. This year, we believe the economic growth downside risks outweigh the upside risks, a view that might not be embedded into today's market prices.
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Bitcoin—and other cryptocurrencies—may shake up boring markets
What will it take to send an abnormally low VIX higher? Bitcoin price collapse? Brinkmanship with North Korea? See why risks of a market correction continue to climb—and how investors can prepare.
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Mile 18 of a marathon market cycle: expect low returns to the finish
Near mile 18 of a 26-mile U.S. market cycle, with some sore spots emerging, see what global asset classes offer the most—and least—attractive return prospects.
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Time remains in this market cycle, but expect muted returns
The art of asset allocation resides in maintaining globally diversified exposure across capital markets—finessed by favorable relative calls on the margin. See where we’ve leaned in—and lightened up.
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Mind the market rotation
We’re inclined to tilt more toward stocks and less toward bonds in a globally diversified portfolio. Emerging-market equities, in particular, offer attractive risk-adjusted return potential.
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Negative yields signal a gathering storm for sovereign bonds
In an investing world of relativity, equities look fine compared with the very low or negative returns we expect from sovereign bonds over the coming years.
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