Investments Unplugged

Market corrections happen often. But exactly when they’ll occur, no one can say with any certainty. “Trying to pinpoint why is a fool’s game,” says Philip Petursson. Listen in as Philip and the Capital Markets Strategy team discuss several topics related to market corrections: • What are corrections and why do they happen? • What’s a bear market and how’s it different from a correction? • How can you tell a big bear from a baby bear market? • Why do sell-offs offer investment opportunities?

What about bonds? Roshan Thiru and Sivan Nair, from the Canadian Fixed Income team at Manulife Investment Management, talk with host Philp Petursson in this episode of Investments Unplugged. They discuss challenges, opportunities, and the outlook for fixed-income investments: • the flexibility of investing in different kinds of bonds • disciplined approaches to strategic and tactical asset allocation • credit markets’ impact on bond yields • the effect of the Biden administration’s fiscal...

Join the Capital Markets Strategy team for a lively discussion about what they think could happen in the economy and financial markets through 2021. The team’s energetic exchange covers many possibilities for this year, including: • market returns • inflation and interest rates • oil prices related to the demand for oil • an extension of the 2020 gold rally. Listen in.

Sandy Sanders, Head of the U.S. Core Value Equity Team at Manulife Investment Management, joins host Philip Petursson for this Investments Unplugged episode. Sandy and Philip talk about where we’ve come from in 2020, where we are now, and what we’re looking toward in 2021. They cover a variety of areas that may affect markets in the new year: • COVID-19 vaccines • Joe Biden as the next U.S. president • interest rates at record-low levels • potential earnings growth … and many other topics.

Gaining insight about what the future holds, and the financial benefits that could come with it, takes more than hope and guesswork. In this episode of Investments Unplugged, Gertjan Van Der Geer, Senior Investment Manager on the Thematic Equities Team at Pictet Asset Management, joins the Capital Markets Strategy team to share his expertise and discuss: • how COVID-19 affects market trends • whether or not Bitcoin will gain traction as a future currency • emerging megatrends and investment...

This episode of Investments Unplugged continues the Q&A of episode 38. The Capital Markets Strategy team once again answer some of the burning questions they’ve been asked during COVID-19 pandemic. Their responses cover many topics: • What effect will government stimulus and mounting debt levels have on equities and fixed income investments? • Is a services-based economic recovery important to the markets? • Are investors looking more at growth or value now? • What about emerging markets?...

This episode of Investments Unplugged features Daniel Janis, Head of the Global Multi-Sector Fixed Income Team at Manulife Investment Management, who joins Philip to talk about what the fixed-income portfolio looks like heading into 2021. Dan shares how his team analyses and assesses risk within fixed-income investing, and how they pivoted their portfolio in 2020. Philip and Dan also discuss modern monetary theory and their outlook on the U.S. dollar.

What’s a great way to generate less-than-ideal investment outcomes? Base your decisions on political emotions. The U.S. presidential election is fast approaching, and the Capital Markets Strategy team received many related questions: How do markets react? Are Republicans or Democrats better for the markets? Does policy matter? The team answers these questions and more on a special, election-focused podcast of Investments Unplugged.

Over the past six months, we’ve seen a bear market, a recession, decades-high unemployment, unprecedented monetary and fiscal stimulus, and a powerful equity market rally. In this episode of Investments Unplugged, the Capital Markets Strategy team at Manulife Investment Management share the key things they’ve learned during the COVID-19 lockdown — so far.

In this episode of Investments Unplugged Jamie Robertson, and Alex Richard, both with Manulife Investment Management’s Asset Allocation team, join host Philip Petursson to discuss the importance of asset allocation. They also explore: • How the recent market rally has been surprising – and how it hasn’t • What market returns could look like over the next five years • How the U.S. election outcome affects the team’s portfolio positioning • The team’s outlook on gold, and how it has affected...

This episode of Investments Unplugged features Sandy Sanders, Head of the U.S. Core Value Equity Team at Manulife Investment Management, who joins Philip to share his view on the market, from a bottom-up perspective, for the remainder of 2020 through 2021. From June data, indicators suggest that the steep earnings decline through the second and third quarter of 2020 may give way to the beginning of an earnings recovery in the fourth.

Will we see a global economic recovery in the next 18 months? In this episode of Investments Unplugged, the Capital Markets Strategy team share their outlook for the remainder of 2020 through 2021. They discuss what markets could look like if there’s a second or third wave of COVID-19 infections, whether we should be optimistic or not about future earnings growth, their updated model portfolio weightings, and the direction for the Canadian dollar.

In this Q&A episode of Investments Unplugged, the Capital Markets Strategy team respond to some of the common questions they’ve been receiving since the beginning of the COVID-19 pandemic. Find out their answers to questions like “Why has the Canadian dollar rebounded so strongly vs the U.S. dollar?” and “What’s the risk that the Big Six banks in Canada will cut dividends?” Tune in to hear more.

In this episode of Investments Unplugged, the Capital Markets Strategy team discusses megatrends — the social, demographic, environmental, and technological forces of change that are reshaping our world. Their conversation covers digital currency, nearshoring, digital transformation, biotechnology, smart cities, and how we can find the opportunities that the trends indicate.

This episode of Investments Unplugged features Manulife Investment Management’s Global Multi-Sector Fixed Income Team’s Director and Senior Investment Analyst Charles Tomes, and Senior Managing Director and Senior Portfolio Manager Thomas Goggins, to discuss the bond markets and what’s ahead for fixed income investments.

In this episode of Investments Unplugged, the Capital Markets Strategy team looks at strategies and ideas to prepare for a market recovery, including balanced versus equity portfolios and credit markets, as well as keeping emotions in check and expectations real.

In this episode of Investments Unplugged, the Capital Markets Strategy team share words of wisdom they’ve learned, which have shaped them as investors, and that they continually return to as guiding principles. These are their quotes to invest by. Tune in to hear what they’ve learned from these quotes, why right now is the best time for advisors to build their books of business, and more.

In this episode of Investments Unplugged, host Philip Petursson is joined by Apollo Lupescu, Vice President at Dimensional Fund Advisors (DFA). Apollo is responsible for communicating DFA’s academic foundations, investment beliefs, and their applications to financial advisors and individual investors. He often uses an alternative investment process to conventional management and indexing approaches.

In this episode of Investments Unplugged, Kevin Headland, Senior Investment Strategist at Manulife Investment Management, joins host Philip Petursson to discuss how the Capital Markets Strategy team focuses on the fundamentals. They share their plan on how to survive a bear attack — four rules to help investors manage market volatility.

In this episode of Investments Unplugged, host Philip Petursson finds out how Manulife Investment Management’s Asset Allocation team was prepared for the recent turbulence in the markets.