Manulife Investment Management launches the latest Global Intelligence: turning points

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  • Contextualize the RussiaUkraine medium-term conflict
  • He discusses carbon reduction through the lens of net-zero banking commitments and agricultural infrastructure
  • Identify how to deal with a fixed income portfolio with rising inflation and tighter accommodation and quantify how inflation is affecting pension portfolios
  • Examine the need to review how we study the US labor market in light of changing demographics and attitudes towards work

BOSTON And TORONTO, March 7, 2022 / PRNewswire / – Manulife Investment Management Released Today Global intelligence, its semi-annual report with company-wide analysis and relevant perspectives from its investment teams. The H1 2022 report discusses the factors that have contributed to recent market volatility and explores how the RussiaUkraine conflict, rising inflation, supply chain problems, sustainability and labor shortages could affect investment opportunities as the global economy works to find its post-pandemic base.

“In our most recent Global Intelligence, we have highlighted the many challenges and opportunities in today’s markets,” he said Paolo Lorentz, president and CEO of Manulife Investment Management. “The topics discussed are designed to help investors manage the risks associated with the military conflict and humanitarian crisis in Ukrainediscover new sources of returns, evaluate sustainability solutions, procure retirement income and recognize the forces within the global macro landscape that could affect their portfolios in the long term. “

Christopher P. ConkeyCFA, Global Head of Public Markets at Manulife Investment Management, said: “The dramatic changes in the geopolitical and economic landscape are driving investors to reconsider and re-evaluate risk. We believe this is the time when active management adds value. and we’ve highlighted several areas where our research is helping investors do just that. “

Stephen J. BlewittGlobal Head of Private Markets at Manulife Investment Management, said: “Among the opportunities we see in the current environment are the ways in which innovations in agricultural infrastructure are making agriculture both more productive and more sustainable. These strategies could be more immediately significant as we anticipate the stress affecting global commodities “.

Asset class themes and observations within Global intelligence to include:

  • Incorporating the RussiaUkraine conflict in a global macro perspective:Francesca Donaldchief economist and global strategist, multi-asset solutions, offers a perspective on the changing situation in Ukraine in a medium-term perspective. Frances notes that the trajectory of the event adds conviction to the team’s existing claim that the first half of 2022 will face stagflationary dynamics and that the second half of 2022 will face obstacles to rising and falling inflation.
  • Net zero emissions: commitments abound, but few banks are on track to meet their commitments—Federico IsleibCFA, Director of ESG Research and Integration, e Omar Suleiman, ESG analyst, explores the vital role banks will play in leading the world towards a low-carbon future. Their analysis suggests that while many banks have committed to net zero, few so far are meeting the pace of change required to meet those goals.
  • From Farm to Fork: Overcoming Supply Chain Vulnerabilities with Innovations in Agricultural Infrastructure –Oliver S. Williams IV, CFA, Global Head of Agricultural Investments, and Recep C. Kendircioglu, CFA, FRM, Head of Infrastructure Investments, present compelling rationale for improving agricultural production and addressing supply chain problems through Controlled Environmental Agriculture (CEA). With the agricultural industry facing a future characterized by scarcity of natural resources, supply chain vulnerabilities, and more frequent extreme weather events, the increased incorporation of CEA technology into food production offers a sustainable path forward and can offer specific benefits to all. open field agriculture with the added benefit of reducing carbon emissions.
  • Not all benefits are the same: the case of an active approach to fixed income spread sectors:Howard C. GreeneCFA, co-head of US core and core-plus fixed income, Daniel S. Janis IIIresponsible for global multi-sector fixed income, e Endre Pedersen, deputy CIO, global fixed income and CIO, global fixed income of emerging markets, see the challenges of the fixed income market solved today by taking an active and broad approach to the markets. While the risks posed by rising rates, high inflation and tight valuations in the foreseeable future are unlikely, there are still many levers that active investors can use: global diversification, allocation to underutilized sectors, targeted positioning of the equity curve. returns and currency exposure are all proven tactics that can add potential value in challenging markets.
  • The impact of inflation on pension portfolios: quantifying the future cost today—Alessio Grassinomacro strategy manager, North Americaand Émilie Paquet, FSA, head of strategic initiatives and innovation, multi-asset solutions, illustrate to investors that small increases in inflation can have a huge impact on their retirement portfolios. After discussing the team’s long-term outlook for inflation and the forces driving it to levels not seen in decades, they reveal how investors can use some fairly simple formulas to quantify the effects on their portfolios. Importantly, they also discuss concrete actions investors can take today to mitigate the painful impact that rising prices can have on their retirement plans.
  • Five Trends Shaping the US Job Market:Erica Camilleriglobal macro-strategy, Francesca DonaldAnd Alessio Grassinomacro strategy manager, North Americamulti-asset solutions, contextualize recent developments in the US job market and argue that economists need to think outside the box to better understand the rapidly changing job market.

For more information and to view the full report, click here.

Information on Manulife’s investment management
Manulife Investment Management is the global brand for the global segment of wealth and wealth management of Manulife Financial Corporation. We have drawn on more than a century of financial administration and the full resources of our parent company to serve individuals, institutions and pension plan members around the world. Based in Toronto, our leading capabilities in public and private markets are strengthened by an investment footprint that spans 18 geographies. We complement these capabilities by providing access to a network of unaffiliated wealth managers from around the world. We are committed to investing responsibly in our businesses. We develop innovative global frameworks for sustainable investments, partner with companies in our securities portfolios and maintain a high standard of management in which we own and manage assets and believe in supporting financial well-being through our workplace retirement plans. Today, plan sponsors around the world rely on our retirement plan administration and investment experience to help their employees plan, save and experience a better retirement. Not all offers are available in all jurisdictions. For more information, visit manulifeim.com.

SOURCE Investment management Manulife

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