HONG KONG —Manulife Investment Management today released Global Intelligence, its semiannual report with firmwide 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 Russia-Ukraine conflict, rising inflation, supply chain issues, sustainability, and worker shortages could affect investment opportunities as the global economy works to find its postpandemic footing.
“In our most recent Global Intelligence, we’ve highlighted the numerous challenges and opportunities in today’s markets,” said Paul Lorentz, president and CEO at Manulife Investment Management. “The topics discussed are designed to help investors manage the risks associated with the military conflict and humanitarian crisis in Ukraine, discover new sources of yield, evaluate sustainability solutions, source retirement income, and recognize the forces within the global macro landscape that may affect their portfolios over the long term.”
Christopher P. Conkey, CFA, global head of public markets at Manulife Investment Management, said, “Dramatic changes in the geopolitical and economic landscape are prompting investors to rethink assumptions and reassess risk. We believe this is a time for active management to add value, and we’ve highlighted several areas where our research is helping investors do just that.”
Stephen J. Blewitt, global 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 may be more immediately significant as we anticipate the stress affecting global commodities.”
Asset class themes and observations within Global Intelligence include:
For more information and to view the full report, please click here.
Manulife Investment Management is the global brand for the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered 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 asset managers from around the world. We’re committed to investing responsibly across our businesses. We develop innovative global frameworks for sustainable investing, collaboratively engage with companies in our securities portfolios, and maintain a high standard of stewardship where we own and operate assets, and we 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 expertise to help their employees plan for, save for, and live a better retirement. Not all offerings are available in all jurisdictions. For additional information, please visit manulifeim.com.