Creating Value Through Natural Capital: High quality and sustainable investing

This year marks 40 years of Manulife Investment Management’s leadership in sustainable timberland investing. Timberland is a resilient asset class that offers portfolio diversification, inflation protection, and long-term return potential while contributing positively to climate, nature, and people. 

With global timber demand rising alongside population and income growth, timberland is well-positioned to potentially benefit from strong market fundamentals. Sustainably managed forests also support climate mitigation, biodiversity, and ecosystem services like clean water and recreation. 

Through its vertically integrated model, Manulife IM unlocks added value via carbon projects, conservation initiatives, and renewable energy and recreation leases enhancing both financial outcomes and environmental impact. Timberland offers a unique opportunity to align performance with purpose. 

Learn more about how timberland can strengthen investment portfolios while advancing sustainability goals.

Delivering Durable, High-Quality Carbon Value to Investors

Manulife Forest Climate Fund Portfolio Manager Devon Baker explores how durable, high-quality carbon credits can serve as both a climate solution and an investment opportunity. In this interview, he outlines the importance of forestry in addressing global emissions and how carbon markets can deliver long-term value for investors.

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Timberland Investing with Manulife Investment Management

Growing from its roots as a reaction to U.S. tax changes in the 1980s to today’s globally diversified portfolios, timberland investing has become a proven way to deliver stability and inflation protection. 

In this podcast, Michael Strzelecki, explains how sustainably managed working forests can provide both financial returns and nature-based benefits.

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The Fundamentals of Sustainable Forestry Investing

Sustainable timberland investments offer investors traditional portfolio diversification benefits alongside new opportunities for positive impacts, say Manulife’s Thomas Sarno, David Fortin, and Mary Ellen Aronow.

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Midyear 2025 Global Macro Outlook: What’s Changed and What Hasn’t

Manulife’s mid-2025 outlook brings into sharp relief what’s shifting and what’s holding steady. The report examines how Europe is gaining structural tailwinds even as the U.S. tempers, how emerging markets face headwinds from deglobalization, and how central banks are treading cautiously toward neutral rates.

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Advancing Real Estate Portfolio Construction Expansion Into Alternative Asset Classes

Shifting demographics, deglobalization, and technological innovation are reshaping commercial real estate and pushing investors toward alternatives such as data centers, senior housing, and cold storage. 

This paper examines how diversification beyond traditional core real estate sectors can help drive long-term income growth, provide resilience in a higher-rate environment, and capture opportunities aligned with global demand themes.

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Expanding the Efficient Frontier with Natural Capital Investments

Manulife shows how a modest allocation to natural capital can boost risk-adjusted performance, thanks to strong Sharpe ratios over decades, low correlation with traditional asset classes, and demand fundamentals rooted in global needs for food, fiber, shelter, and carbon storage.

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