84 episodes

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)

Investments Unplugged Macan Nia, Kevin Headland

    • Business
    • 4.9 • 96 Ratings

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)

    Episode 77: Eyeing the bond markets

    Episode 77: Eyeing the bond markets

    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
    • historical relationship between bonds and equities
    • yields vs returns

    … and more.

    And why are some people eyeballing used cars lately?

    • 31 min
    Episode 76: Back to (still in) investment school

    Episode 76: Back to (still in) investment school

    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, we introduce a new segment on what’s making recent media headlines.

    Class is in session.

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

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

    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 downturns?
    • Will we see a recession, and when?
    • How do bear markets play out over time?

    Let’s delve into these and other questions we’ve been getting.

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

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

    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 portfolios.

    Bears of all sizes appear … but how long do they hang around?

    • 35 min
    Episode 73: The bumpy bond road

    Episode 73: The bumpy bond road

    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.

    • 25 min
    Episode 72: When bears attack—rules of survival

    Episode 72: When bears attack—rules of survival

    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 something is meant to harm you, it’ll stalk you silently.

    We go through these rules in detail—and maybe we’ll enjoy some s’mores back at the campsite later on.

    • 29 min

Customer Reviews

4.9 out of 5
96 Ratings

96 Ratings

xav.leo ,

Year of growth

This year’s podcast should end with a good year summary. To first run next year!

GooSerTML93 ,

Excellent Podcast!

Very insightful and entertaining too! Macan Nia’s views are spot on. Highly recommended this podcast to anyone interested in knowing what’s going on in the market and in the world in general!

ASweetman ,

Thank you

Kevin put me onto this podcast and as an advisor, it’s such helpful content to support client conversations. Thumbs way up. 🙂

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