Investments Unplugged Macan Nia, Kevin Headland

Recession is a word that gets thrown around often. But what exactly is a recession and how does it
impact investors?
Join us for an in-depth Q&A session as we weigh in on a topic that’s become front and center for
investors. Find out what you can expect in a recession and why you shouldn’t wait for one to prepare
your portfolio.
For all this and more, tune into our new podcast episode.

Dividend investing is evolving, and so should your approach.

Tune in to our new podcast episode to learn about the unique set of challenges faced by dividend investors in today’s environment.

Hear from our very own Senior Portfolio Manager Chris Hensen as he weighs in on the shifting landscape and explores the dividend opportunity set through a different lens.

Don’t miss out on this special edition of Investments Unplugged.

Make no mistake about it, the economy is dealing with its fair share of challenges. But are there bright spots
ahead? In this podcast episode, we sit down with our Global Chief Economist and Strategist Frances Donald, as she
weighs in on the macro forces at play in 2024. Will global growth decline? Will central banks respond with rate
cuts? For all this and more, tune in to Investments Unplugged.

Episode 89: A look ahead to 2024—addressing your unanswered questions (part 2)
After patiently waiting for many months, signs that our fixed income outlook may be coming to fruition
emerged at the end of last year. But what can we expect in 2024?
In part 2 of our podcast episode, we focus on answering your frequently asked questions on fixed
income. Are inflation risks behind us? Where are yields going? Are central banks done with their rate
hikes?
For all this and more, tune in to our new podcast episode.

With 2024 in full swing, what’s our take on equities and bonds?
Rather than sharing our views in our usual way, we’ve adopted a Q&A format to respond to some of the
more pressing questions we’ve been getting on the road. Where’s the economy headed? What are
some of the main challenges for markets in the new year?
To get your questions answered, tune in to our new podcast episode.

Consumer exhaustion is kicking in, yields have come down, and the economy is beginning to show signs
of slowing.

Since outlining our three-themed bonds outlook, we’re finally getting an indication that it’s coming to
fruition. As we get ready to transition to phase 2 (“duration is your friend”), investors could embrace
longer duration on expectations that yields will fall further and the economy will continue slowing. Will
the headwinds that impacted bonds as yields rose become tailwinds when yields fall?
For all this and more, tune in to our new podcast episode.