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Market Views & Insights
Market Views & Insights
Asia Intelligence, November 2010
MFC Global Investment Management's regular roundup of market views from our investment teams on-the-ground in ten markets across Asia.
Asset Allocation View, November 26, 2010
The tactical risk outlook has been made murky by recent better-than-expected U.S. manufacturing data. Two months of gains in an index of new manufacturing orders by the Philadelphia branch of the U.S. Federal Reserve, and an uptick in the ISM’s measure of new orders net of inventories, suggest the manufacturing recession that we have been anticipating may at least be delayed. We still think it’s going to
happen, though.
Thumbnail of PDF fileGlobal Intelligence, October 2010
MFC Global Investment Management's quarterly roundup of economic and market views from our global investment teams

thumbnail imageAsset Allocation View, November 2, 2010
Risky asset markets have continued higher in expectation of an ultimate recovery. We remain defensively positioned but are monitoring the information changes.
Market Commentaries
Thumbnail of PDF fileMFC GIM Week in Perspective, Ending October 22, 2010
Of Letters and Numbers and Things In-between


Canadian Market Outlook, July 2010
Canada's S&P/TSX Composite Index fell 5.5% in the second quarter and is now down 2.5% for the year.

North American Fixed Income, July 2010
North American credit spreads widened in the second quarter of 2010 as risk premiums rose against a backdrop of European sovereign debt worries and a slowing economic recovery.
Global Market Outlook, July 2010
The second quarter of 2010 ended in a downbeat mood, with fears of a double dip in both economies and equity markets, amongst great uncertainty about the economic and corporate environments.

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