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Episode 59: Two steps forward, one step back

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By Manulife Investment Management, Macan Nia, and Kevin Headland. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Equities are up; bonds are down. Stronger economic gains and job growth in the U.S. and Canada seem to show that a recovery is in progress. But what happens next? The Capital Markets Strategy team looks back at the first half of 2021 and peers ahead to where we may be going in second half. They cover things like: • a possible equity market correction • increasing interest in emerging markets • valuation variations • what prices of commodities like corn, copper, and coffee may indicate • fixed-income risks and opportunities … as well as other topics. And what does all this have to do with inflation … or bears in the forest?

89 episodes