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Investments Unplugged

Business & Economics Podcasts

An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)

An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)

Location:

Toronto, ON

Description:

An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)

Language:

English

Contact:

416-852-8638


Episodes

Episode 77: Eyeing the bond markets

11/9/2022
Episode 77: Eyeing the bond markets Unusually painful performance in fixed-income investments this past year seems to be blurring investors’ vision. We see potential opportunity in current and future economic conditions. Is fixed income worth a second look? Let’s turn our sight to some financial factors related to bonds: • how a recession can affect the fixed-income market • where we are in the current bear market cycle • U.S. Federal Reserve’s interest-rate cycle to combat inflation •...

Duration:00:31:21

Episode 76: Back to (still in) investment school

9/22/2022
For children, school has begun again. For investors, school is never really out. What subjects should you pay attention to? Will the bell ring to end to the unexpected market volatility of 2022? Our resident Capital Markets Strategy instructors have written some relevant topics on their chalkboard. They cover: • rising inflation and interest rates • economic slowdown • earnings being priced into the markets • possibility of a recession • investing over the coming months And in this episode,...

Duration:00:35:32

Episode 75: On the road again, and answering some top-of-mind questions

8/9/2022
With in-person interactions once again becoming the norm, this summer, the Capital Markets Strategy team has been criss-crossing the country, meeting with advisors and clients, and speaking at events. We’re truly enjoying the face-to-face interaction and responding to inquiries from people we meet. Wherever we go, some common questions are popping up—questions like: • Has weak market performance already been priced in? • How does the second half of 2022 look when compared to historical...

Duration:00:36:49

Episode 74: Bears come in two sizes: big bears and baby bears

7/6/2022
Bear markets aren’t new—15 have happened since 1950—and some have been worse than others. What’s happening with the current economy and market volatility, and when will it change? Previous selloffs and downturns may hold a clue to what we can expect for the rest of 2022. We take a look at: • what we can learn from past bear markets • the chance of a recession • effects of inflation and central bank actions • bond yields and opportunities • options investors may have to rebalance their...

Duration:00:35:31

Episode 73: The bumpy bond road

6/24/2022
Fixed-income markets have been going down a rocky road so far in 2022. Are we in for a continued rough ride? Or will the dirt path become a smoother highway for bonds in the near future? Roshan Thiru, Head of Canadian Fixed Income at Manulife Investment Management, joins the Capital Markets Strategy team to discuss: • bond activity and yields • what to look for with fixed-income investments • record-high inflation and its effects • maintaining a balanced portfolio … and more. Buckle up.

Duration:00:25:54

Episode 72: When bears attack—rules of survival

6/9/2022
When camping in the woods, the last thing you want to run into is a bear—but if you do, there are things you can do that can help you live through such an encounter. Similarly, when investors face a bear market or the potential for one, there are ways to help protect yourself from being ravaged by a downturn: • Try to overcome your natural panic and fear; don’t run. • Be familiar with the environment. • Take advantage of opportunities. • Don’t be afraid of what goes bump in the night—if...

Duration:00:29:54

Episode 71: Mid caps—the misunderstood middle child

5/18/2022
Despite the lack of evidence, people tend to believe a middle child has certain personality traits and can be difficult to deal with. Investors may think of mid caps in similar ways. Jeff Mo, Portfolio Manager, U.S. Mid Cap Equity at Mawer Investment Management, joins the Capital Markets Strategy team to talk about the benefits that mid caps may provide for your investment portfolio. They cover topics like: • short-term vs long-term market trends • how market volatility can create...

Duration:00:34:40

Episode 70: Seven key indicators of an oncoming recession

4/19/2022
Seven is often considered a lucky number. But luck doesn’t usually factor into it when talking about recession indicators. The Capital Markets Strategy team discusses whether we’re headed for a recession in the near future by looking closely at seven economic indicators they pay attention to: • 10-2 inverted yield curve • ISM Manufacturing Purchasing Managers Index • positive inflationary trends • tighter financial conditions. Wait, that’s only four! … Not to worry, just listen in and you’ll...

Duration:00:33:59

Episode 69: The Fed raised interest rates—is this the start of a rate-tightening climb?

3/25/2022
Up … up … up—inflation has been rising, towering like Mount Everest over the economy. In response to this high inflation, on March 16, the U.S. Federal Reserve increased interest rates for the first time in about three years. Our Capital Markets Strategy mountaineers take a look at the path the Fed announcement may be climbing, hiking over areas like: Take your pitons, ropes, and harnesses—we’re about to ascend some interesting topics.

Duration:00:30:49

Episode 68: History doesn’t repeat itself, but it often rhymes

2/24/2022
This month seems to be ending with a bang—literally. The tension between Ukraine and Russia has escalated, which has been affecting market volatility. The Capital Markets Strategy team looks at the global state of affairs through the lenses of historical, political, and investment data, covering topics like: • short-term and long-term effects of geopolitical and military situations • disruptive vs destructive events • the impact on commodities, especially oil prices • risk to investment...

Duration:00:21:08

Episode 67: Is fixed income dead? No, but you may want to look under the hood.

2/10/2022
Maybe it’s time to take that fixed-income vehicle into the shop for a tune-up? Ace investment mechanics Dan Janis and Tom Goggins, from Manulife Investment Management’s Strategic Income team, join the Capital Markets Strategy team to answer questions around what’s happening in fixed-income markets, including: • Are fixed-income investments still worth holding? • What will the Bank of Canada and the U.S. Federal Reserve do to combat rising inflation? • How do emerging markets fit into the...

Duration:00:38:00

Episode 66: Did you lock the door? … An unexpected pit stop!

1/31/2022
Our 2022 road trip has barely gotten underway and equity market volatility already has some investors wondering if they’ve secured their homes before leaving. What does the Capital Markets Strategy team think this recent short-term market weakness is likely being caused by? One word: uncertainty. In this episode, they discuss: • the recent market selloff • what the U.S. Federal Reserve may do with interest rates • the geopolitical scene — in particular, tension around Russia and Ukraine •...

Duration:00:20:02

Episode 65: 2022 outlook — mapping the road ahead

1/10/2022
The investment journey over the next year may likely include a number of stops along the way, but the Capital Markets Strategy team sees the potential for it to be a scenic and enjoyable route. In this episode, the team looks at a number of important questions to prepare for the coming trip, including: • Is inflation going to rise or fall? • What do historical trends say about growth? • Equities and fixed income — should portfolio positioning change? • How do the effects of the COVID-19...

Duration:00:35:19

Episode 64: We’re making a list, checking it twice

12/17/2021
The holiday season is finally here after a year that has had more twists than candy cane stripes. The busy elves in the Capital Markets Strategy workshop take a look back at some of the investment and economic themes of 2021 — some naughty, some nice. They wrap up the year end and tie a ribbon around topics like: • fixed-income returns and the 10-year Treasury yield • equities and credit • inflation and the cost of living • portfolio protection and asset allocation • the COVID-19 pandemic....

Duration:00:24:00

Episode 63: This isn’t the 1970s stagflation. Keep those bell-bottoms in the closet.

11/22/2021
Stagflation — sputtering economic growth coupled with rising inflation. Groovy … okay, not really that groovy. Just what is stagflation and how does it affect the investment world? The Capital Markets Strategy team takes a closer look at this idea and the impact it has, covering things like: • how current stagflation differs from past stagflation • employment and wages • the price of oil as a consumption driver • interest rates and the U.S. Federal Reserve • the current inflation model. Can...

Duration:00:30:16

Episode 62: Charting a course for 2022 — reading past the headlines

11/10/2021
“Extra! Extra! Economy causing unease for investors!” The media has covered many stories about how economic activity has been less than anticipated to some degree or other. When we look beyond the headings and captions, what do we see? The Capital Markets Strategy team discusses some indicators to consider when trying to read the current markets: • oil and real estate prices • 10-year Treasury bond yields • inflation tapering and interest rates • debt and credit conditions … and many more....

Duration:00:34:19

Episode 61: Keep hitting singles and doubles ... eventually, you'll end up in the fairway

10/21/2021
What’s the score on stocks? Are currencies inbounds? Should investors play through or go grab a drink from the 19th hole? Sandy Sanders, Head of U.S. Core Value Equity team at Manulife Investment Management, joins the Capital Markets Strategy team to look at current investment plays and conditions on the field, as well as: • economic health of Canada and the U.S. • earnings in cyclical vs staple businesses • valuation and returns in the technology sector • U.S. monetary policy Get ready to...

Duration:00:30:37

Episode 60: Back to school

9/28/2021
Good day, class, and welcome to our back-to-school session. We hope you had a great summer! Join the Capital Markets Strategy team as they lead us in a discussion about what has happened in 2021, so far, and what we might expect in the months ahead. They cover a lot of subjects this year, including: • fixed-income investments’ lackluster performance • surprising performance of equity markets • continuing impacts of the COVID-19 pandemic • valuations and earnings growth • inflation’s effects...

Duration:00:32:26

Episode 59: Two steps forward, one step back

8/12/2021
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 •...

Duration:00:47:44

Episode 58: There's no sleeping in fixed income …

7/13/2021
The bond markets don’t sleep, so why should you? The Capital Markets Strategy team is joined by Christopher Chapman and Peter Azzinaro, from the Strategic Income team at Manulife Investment Management, to discuss the activity within the fixed-income investment world. They cover topics like: • the strategy around risk-adjusted returns • looking at the bigger picture of the global bond market • whether inflation is transitory or persistent • where the 10-year Treasury yield could go from here...

Duration:00:29:41