Investments Unplugged, an insightful and lively podcast with your host Philip Petursson, Chief Investment Strategist, at Manulife Investment Management. (Intended for Advisor Use Only)
Episode 58: There's no sleeping in fixed income …
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
• shifting forces that could affect rates.
Listen in … and don’t get caught napping.
Episode 57: Working on your inner game
Distinguishing between market signals and market noise can help you make good investment decisions. Conrad Dabiet, Senior Managing Director at Manulife Investment Management, offers his insights on managing portfolios and lessons learned over his extensive career, such as:
• the core views and principles of his Value Equity team
• how the team has responded to pandemic-driven volatility
• learning about companies, understanding business, and finding opportunities
• the psychology of buying and selling.
Public investors play two games: an outer one and an inner one. Join Conrad and the Capital Markets Strategy team to find out the difference.
Episode 56: Emerging markets, innit?
Have emerging markets changed enough to make them worth looking at as a core asset class? Philip Ehrmann, Senior Portfolio Manager at Manulife Investment Management, joins host Philip Petursson to discuss this and other topics related to emerging markets, such as:
• areas of the world that are considered emerging markets
• changes to the sector structure
• how politics can affect their evaluation
• building an emerging markets portfolio
• the effect of the COVID-19 pandemic and vaccination programs.
And which English football team does Mr. Ehrmann root for? Listen in and he’ll tell you.
Episode 55: Because you kept asking — now quarterly!
You ask — we hear you. The Capital Markets Strategy team loves receiving and responding to your questions. So, each quarter, the team will devote an entire podcast episode to answering the ones you ask most often. In this episode, they discuss topics like:
• Why are long-term bonds down currently?
• Where are yields and inflation headed, and what could it mean for fixed-income investors?
• What can we expect from the energy sector for the rest of this year?
• Are emerging markets still favourable for 2021?
• What’s the potential major market risk for the next 18 to 24 months?
Tune in to hear the team’s responses. And keep your questions coming in.
Episode 54 — Only two things in life are certain ...
The 2021 Canadian federal government budget — it’s finally here. But what’s in it? John Natale, Head of Tax, Retirement, and Estate Planning Services at Manulife Investment Management, joins host Philip Petursson to share his thoughts about economic impacts of the 2021 federal budget:
• revenue generation through the “wealth consumption” tax
• affordable chid care effects on the labour force
• whether tax rates may increase
• how the government may pay for the projected deficit
… and other related topics.
And what can you do to minimize your tax burden? Let’s listen in.
Episode 53 — Where do we go from here?
The economy continues to reopen, more people are receiving COVID-19 vaccinations, and the day when the pandemic is no longer a significant part of our lives draws closer. In light of this, the Capital Markets Strategy team discusses their economic outlook at the end of the first quarter of 2021:
• Could massive pent-up demand and low inventories affect the economic rebound?
• How does monetary and fiscal stimulus factor into the markets?
• Equities or fixed income — which is currently the biggest challenge when building a portfolio?
• Is inflation always a bad thing?
• What stage of economic recovery are we in?
Hear the answers to these questions … and learn about revenge spending and envy spending.