Report reveals economic recovery insights and growth opportunities amid pandemic-induced volatility.
Manulife Investment Management has released its biannual Global Intelligence report, a firm-wide outlook highlighting notable perspectives from its private and public markets investment teams-and read in nearly 200 countries.
Key themes in the report include what we expect during the stages of economic recovery, disruption within emerging markets like India, the opportunities for timberland assets amid expanding carbon offset markets, the myriad challenges in addressing the pandemic’s impact on the European Union,and how emergency central bank measures have obscured looming bond market risks.
"As the global economy recovers from the fast and dramatic downturn experienced earlier this year, we believe market volatility will continue and accelerate the macro trends already at work, including an increasingly desperate search for yield," said Christopher P. Conkey, CFA, head of public markets at Manulife Investment Management.
"While we remain optimistic that calmer waters lie ahead, complex risks continue to affect investment behaviors.The latest edition of Global Intelligence provides information to help clients assess the landscape with clear eyes, a long-term perspective,and the support of expert teams.”
"While private markets have not been immune to the global pandemic’s economic impact, we still see nuanced opportunities to suppress risk and improve returns on a variety of private market assets," said Stephen J. Blewitt, head of private markets at Manulife Investment Management.
"We’re helping investors find opportunities that provide diversification, dependable cash yields, inflation protection,and low correlations with mainstream financial markets, as reflected in this latest report."
Notable asset class themes, shifts and guidance within Global Intelligence include: