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Manulife Investment Management
197 Clarendon St, Boston, MA 02116, United States
Amy Theuninck
Managing Director, Insurance Solutions
atheuninck@manulife.com
857-328-6425
Manulife Investment Management
Manulife Investment Management is 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 and Boston, our leading capabilities in public and private markets are strengthened by an investment footprint that spans 19 countries and territories. Our private markets strategies include private equity and credit, real estate, infrastructure, timber, and agriculture. Responsible stewardship is integral to our business and culture, and we seek to be a global leader in creating long-term, sustainable, value for our stakeholders.
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Manulife Investment Management | 12/22/25
Asset Allocation Views: Evolving Global Growth and Regional Dynamics
Recent shifts in global policy and varied economic growth across regions are prompting a fresh look at asset allocation. As these factors uncover a broader set of opportunities globally, we look at the highlights of our latest asset allocation outlook.
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Manulife Investment Management | 12/19/25
Implementing AI for Better Investor Outcomes
At Manulife Wealth & Asset Management, we’ve introduced AI as a powerful tool to support our experts, enable better analysis, and help deliver stronger outcomes to our clients. In this article, Colin Purdie, global chief investment officer for public markets, and Robi Krempus, head of AI, at Manulife Wealth & Asset Management, explain how our investment teams are integrating AI to deliver insight and support client goals.
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Manulife Investment Management | 12/15/25
The Case for Liquid Real Assets in a Shifting Inflation Regime
For over a decade, global investors operated under the assumption that inflation would remain subdued, anchored below 2%1 - a belief reinforced by central bank credibility and structural disinflationary forces like globalization and technological deflation. However, the post-pandemic world has ushered in a new regime of structurally higher inflation risks, with evolving policy responses that make liquid real assets increasingly attractive.
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Manulife Investment Management | 12/15/25
Natural Capital Investing: Combining Economic and Societal Value
The challenges and opportunities arising from climate change and nature loss bring with them a broad range of emerging possibilities for asset allocators.
PODCASTManulife Investment Management | 10/27/25
Navigating the Future Macroeconomic Challenges and Commercial Real Estate Opportunities
Erin Patterson of Manulife joins the podcast to discuss macroeconomic volatility, commercial real estate strategy, and how institutional investors are navigating today's evolving market.
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Manulife Investment Management | 10/02/25
The Case for Convertible Bonds: Understanding Their Role in an Insurance Portfolio
In today’s financial landscape, identifying the right investment tools remains an ongoing challenge, particularly for insurance portfolios. We believe convertible bonds can offer a range of benefits seemingly tailor-made for insurance portfolios, In this viewpoint, we look at how convertible bonds work and why they’re particularly suited to insurance investors.
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Manulife Investment Management | 10/02/25
Catalyzed by Macro Forces: Is Global Value Getting Its Groove Back?
Given the evolution of both world equity markets and the global macro environment, now may be an opportune time to refocus on portfolio diversification and to take a fresh look at value-style equity investing.
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Manulife Investment Management | 09/08/25
A Primer on Regulatory Capital Relief
Discover the evolving landscape of regulatory capital relief with insight from industry experts. Learn about the opportunities, challenges, and strategic approaches in navigating this growing market, tailored for institutional investors seeking stable income and robust diversification. Download our comprehensive primer to explore detailed strategies and analysis.
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Manulife Investment Management | 08/19/25
European Credit—an Income Investor's Best-kept Secret?
Global investor demand for credit has tended to prioritize the United States over Europe; however, many European credit assets have consistently delivered higher returns with lower volatility than their U.S. counterparts. We believe that there are further relative value opportunities for geographically agnostic, multi-asset credit strategies that can flexibly allocate between the two regions.
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Manulife Investment Management | 08/19/25
Asset Allocation Views: Diversifying in Uncertain Times
Rising geopolitical tensions and policy flip-flops have created a market landscape prone to frequent volatility. In such times, it might be important for investors to seek diversification and remain agile in search of opportunities. We look at the highlights of our latest asset allocation outlook.
PODCASTManulife Investment Management | 08/11/25
Key Trends in Real Estate Investment with IREI
Hear Erin Patterson, our global co-head of research and strategy, discuss key macroeconomic trends and long-term demand drivers influencing today’s real estate investment strategies with IREI’s Chase McWhorter.
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Manulife Investment Management | 08/11/25
Leveraging quantitative tools for portfolio construction
Building well-balanced, diversified portfolios can help manage risk and support the pursuit of improved risk-adjusted returns over time. At Manulife Investment Management, we do this by taking a multidimensional approach to risk analysis and portfolio construction.
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Manulife Investment Management | 07/24/25
What Are Regulatory Capital Relief Transactions and Why Do They Matter?
Regulatory capital relief transactions―also known as significant risk transfers―are an area within alternative credit that’s been garnering investor interest in the past few years. We highlight why it warrants investor attention.
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Manulife Investment Management | 07/14/25
Here Come the Tariffs: Why it’s Too Soon to Draw Conclusions
The recent announcement of U.S. tariffs on key global trading partners grabbed plenty of headlines but until we get more details, it's hard to assess the global economic implications.
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Manulife Investment Management | 07/03/25
Opportunities in Asset-Backed Securities
Against a backdrop of ongoing economic uncertainty and market volatility, investors looking to diversify their portfolios and embed regular income should consider an allocation to ABS—an asset class that offers the potential for high stable income opportunities and downside risk mitigation.
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Manulife Investment Management | 06/23/25
Why Global Government Bond Yields Have Risen
Government bond yields have been rising across the globe since 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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Manulife Investment Management | 06/20/25
Cold Storage Real Estate: Insulated From Economic Headwinds?
With supply chain and distribution management challenges likely on the horizon, the cold storage sector is positioned for strong performance due to its niche characteristics that include the necessity of purpose, significant cost to develop new facilities, strategic locations, and cross-industry integration.
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Manulife Investment Management | 06/10/25
Adaptation is Resilience: Assessing Physical Climate Risk in Canada’s Provinces and Municipalities
We collaborated with our partners at Concordia University and the Emerging Risks Information Center (ERIC) to assess physical climate risk across Canada's provinces and municipalities, particularly their exposure to and preparedness for natural disasters. This abridged version of our study highlights key research findings and conclusions.
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Manulife Investment Management | 06/10/25
Our latest CIO Insight
Our CIO of Public Markets Colin Purdie’s latest video series is designed to inform and help investors navigate uncertainty and opportunity in the current market environment.
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Manulife Investment Management | 05/07/25
Macro Meets Markets: 5 Investable Themes to Watch
The intersection between the macro backdrop and the market setting investors must navigate has perhaps never been more apparent than it is today. The five themes discussed below highlight this critical intersection.
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Manulife Investment Management | 05/07/25
What is Stagflation, and How Likely is It?
Recent tariff announcements and the potential for escalating trade tensions with key U.S. partners are raising concerns about the return of stagflation, a challenging economic scenario characterized by high inflation, weak growth, and high unemployment.
PODCASTManulife Investment Management | 04/24/25
The Outlook for Infrastructure as an Asset Class
How the fast-moving, opportunity-rich universe of infrastructure equity investment can provide resilience, predictability, and outperformance for insurance asset management in a rapidly changing world.
PODCASTManulife Investment Management | 04/24/25
Insurers are creatively investing in a growing asset class: natural capital
Insurers facing increasing regulatory and public pressure to manage climate-related risks are seeking to allocate their invested assets in ways that can support sustainability, the energy transition, and even nature itself through natural capital.
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Manulife Investment Management | 04/02/25
Five reasons why 2025 could be another strong year for U.S. regional banks
We believe that U.S. regional banks are poised to benefit from several tailwinds in 2025, including a steepening yield curve, green shoots in loan activity, an acceleration in mergers and acquisitions (M&As), easing of the regulatory environment, and waning credit concerns. We believe these factors, coupled with attractive valuations, warrant an equity allocation to U.S. regional banks in the current environment.
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Manulife Investment Management | 04/01/25
Going Long on Permanent Crops: Long-term Demand Fundamentals of Almonds and Pistachios
Understanding the supply-and-demand fundamentals of tree nuts is critical for investors considering long-term investments in the agriculture sector.
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Manulife Investment Management | 04/01/25
2025 fixed-income outlook: getting ahead of a steepening yield curve
The fixed-income market currently presents an intriguing paradox: yields remain historically high, even as the U.S. Federal Reserve embraces a more accommodative monetary policy. What does this mean for investors?
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Manulife Investment Management | 03/26/25
Co-Investments: Deal Inventory Surge Poised to Benefit Investors in 2025
As we move into 2025, the private equity co-investment landscape presents several areas of opportunity for disciplined, long-term investors with available capital. The buyout market will continue to benefit from a deceleration in inflation, accommodative credit markets, supportive public equity market valuations, and improved government policy visibility resulting from the decisive outcome of the U.S. presidential election.
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Manulife Investment Management | 03/26/25
The impact of economic and CRE credit cycles on commercial real estate
With national-level economic cycles and CRE credit market cycles governed by different dynamics, we believe investors in real estate private credit can benefit from a nuanced analysis of market dynamics.
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Manulife Investment Management | 03/12/25
Secondaries: a booming market moves into high gear in 2025
Last year will go down as a watershed year for the secondary market, delivering record volume as the asset class continued to move into the mainstream. What began as a series of trades in the late 1980s and early 1990s has matured into a substantial asset management business that some believe will hit annual volume north of $400 billion by 2030.
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Manulife Investment Management | 03/12/25
Junior credit: rate cuts and improving visibility support investment opportunities
The private equity deal environment is presenting compelling opportunities for investors in 2025. The buyout market ended 2024 buoyed by a deceleration in inflation, more accommodative credit markets, supportive public equity market valuations, and the decisive outcome of the U.S. presidential election. There remains a significant inventory of long-tenured deals in private equity funds, with U.S. private equity inventory at an all-time high of approximately 11,500 companies, suggesting 2025 could be a busy year.
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Manulife Investment Management | 03/04/25
Private Credit: Seizing M&A Momentum and Yield Advantages
In 2024, the financial landscape was marked by a notable risk-on sentiment, evident in the compression of credit spreads as economic confidence rebounded. This spread tightening was further exacerbated by a technical imbalance, with investor demand outpacing the limited issuance of new loans in both public and private credit markets. While merger and acquisition (M&A) volume showed some improvement compared with the previous year, the majority of transactions consisted of opportunistic deals, such as repricing and dividend recapitalizations, as borrowers sought to capitalize on the highly accommodating credit environment.
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Manulife Investment Management | 02/26/25
How might the U.S. election and China’s stimulus package affect Asian fixed income?
Our Asia fixed-income team analyzes the likely effect of the U.S. election and other recent major events on the region’s fixed-income markets.
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Manulife Investment Management | 02/26/25
COP29 and related announcements set the stage for the expansion of high-integrity carbon markets
Decisions made at and around the UN Climate Conference (COP29) in Baku reinforce the key role that carbon markets fueled by private capital will play in facilitating global ambitions to counter climate change.
PODCASTManulife Investment Management | 01/14/25
The Power of Patient Capital: Navigating Private Credit Through Market Cycles
Join host Stewart Foley, CFA on the InsuranceAUM.com Podcast as we explore direct lending, sponsored finance, and middle market private equity, with insights into private credit opportunities for insurance investors.
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Manulife Investment Management | 12/19/24
More innovation on the horizon for private markets
New investor channels, demand for private capital, and structural megatrends are opening up new opportunities for fast-growing private markets.
PODCASTManulife Investment Management | 12/18/24
The Future of Real Estate: Trends and Strategies with Maggie Coleman
Join host Stewart Foley on the InsuranceAUM.com Podcast as he discusses real estate investing trends, challenges, and opportunities.
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Manulife Investment Management | 12/18/24
The case for convertible bonds: understanding their role in an insurance portfolio
In today’s financial landscape, identifying the right investment tools remains an ongoing challenge, particularly for insurance portfolios. We believe convertible bonds can offer a range of benefits seemingly tailor-made for insurance portfolios, and when selected and managed correctly, represent a unique and versatile debt security that blends the benefits of both bonds and stocks. In this viewpoint, we look at how convertible bonds work and why they’re particularly suited to insurance investors.
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Manulife Investment Management | 12/17/24
The ABC of MAC: how multi-asset credit strategies can offer dynamic performance across the economic cycle
In today's uncertain market environment, we believe a multi-asset credit (MAC) strategy has the potential to provide institutional investors with a dynamic solution for their income needs.
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Manulife Investment Management | 12/16/24
A thematic framework for investing in the nature and climate transition
We’ve identified five broad investment themes that comprehensively address the challenges of climate change and nature loss.
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Manulife Investment Management | 10/30/24
Hiding in plain sight: have emerging markets been overlooked for too long?
It's been a difficult decade for emerging-markets, but across both equity and debt, companies are enjoying strong fundamental foundations and demographic tailwinds, combined with deep valuation discounts, rising earnings momentum, and policy rate inflection points that bode well for asset values. In this paper, our emerging markets experts outline why institutional investors ignore the asset class at their peril.
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Manulife Investment Management | 10/30/24
Assessing China’s latest stimulus measures: what do they mean for investors?
In the wake of coordinated policy announcements from Beijing last month, investors swiftly reappraised their views of the China equity market, which rallied sharply in the final week of September and early October. Kai-Kong Chay, senior portfolio manager, greater China equities, and the greater China equities team analyze the latest round of stimulus measures and explain why it warrants more than short-term tactical attention.
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Manulife Investment Management | 10/29/24
Beyond the ballot: the real drivers behind stock market performance
With the 2024 U.S. presidential election fast approaching, many investors are focused on the influence politics might play in their portfolios. Topics such as tax policy, tariffs, regulation, and spending are dominating the narrative, and guesses on how these issues may play out are causing speculation across markets.
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Manulife Investment Management | 10/29/24
Regenerative agriculture: optimizing outputs
Growing more food—more efficiently. Regenerative agriculture investment is attracting rising interest as a way to minimize the environmental impact of agriculture without compromising productivity.
PODCASTManulife Investment Management | 09/26/24
Risk, Opportunity, and Flexibility in Today's Credit Market: Jason Walker of Manulife CQS
Jason Walker is the Co-Chief Investment Officer at Manulife CQS.
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Manulife Investment Management | 09/09/24
CQS CLO Equity
What is a Collateralized Loan Obligation (CLO)?
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Manulife Investment Management | 09/09/24
Opportunities in ABS Markets
Asset backed securities (ABS) markets allow investors to gain exposure to real economy assets offering a range of risk profiles which have the potential to produce relatively high, stable yields and offer capital protection due to their collateralized nature.
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Manulife Investment Management | 09/08/24
ABC of Regulatory Capital
Global credit to the private sector from banks is four times larger than the global non-financial corporate bond market. Much of the bank loan universe has not traditionally been available to investors
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Manulife Investment Management | 09/08/24
Regulatory Capital
Since the Financial Crisis, banks have been under intense scrutiny from many angles, in particular from their regulators. The regulators’ goal has been to change the way banks underwrite loans ensuring the origination of stronger credit quality risk in order to avoid a repeat of the US subprime crisis. In addition, regulators have sought to safeguard balance sheets by having banks hold the appropriate amount of capital against the loans created.
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Manulife Investment Management | 08/22/24
The dividends of policy divergence
The global interest-rate easing cycle is under way. We explore what that means for investors taking a global view on fixed-income opportunities while putting credit and currency risk in perspective.
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Manulife Investment Management | 05/30/24
How carbon markets bolster timberland investing
As more and more investors look to integrate natural capital strategies into their portfolios, timberland is proving to be an obvious beneficiary. Thomas Sarno, global head of timberland investing, believes that now is an ideal time to invest in the asset class.