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Manulife Wealth
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Join date: Feb 17, 2024
Posts (60)
Mar 18, 2026 ∙ 1 min
Middle East conflict and market risk
The beginning of U.S. and Israeli military operations against Iran prompted swift retaliatory action, which included an attempted drone strike on Qatar’s energy infrastructure. While no damage was recorded, a major liquefied natural gas terminal .
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Mar 6, 2026 ∙ 1 min
Income Strategy Update: Focus on Stability Amid Turbulence
This period of volatility is unique in that it is related to a conscious policy decision and style of implementation rather than an exogenous shock. We had expected uncertainty from President Donald Trump’s policies, as he widely telegraphed that resetting global trade would be a key priority. Trump has been a proponent of tariffs and Income since the 1980s, long before he held office. But we, and many others, were surprised by the absolute level of tariffs and the Trump administration’s
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Mar 2, 2026 ∙ 1 min
Why global government bond yields have risen
Government bond yields have been rising across the globe since markets returned to risk-on mode following early April’s surge in market volatility. We explore why the recent yield spike may be transitory and consider the current attractiveness of fixed income relative to other assets on a risk-adjusted basis
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