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 47 — The eternal optimist
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.
Episode 46 — Dress for the returns you want, not the ones you have ...
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 themes to look out for
• why thematic investing is the better approach to portfolio construction
… and more.
Episode 45 — Because you asked…round 2
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? Are they attractive investments?
• Is the 60/40 investment portfolio dead?
… and more.
Episode 44 — Thinking strategically about fixed income
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.
Episode 43 — If the markets could vote, who would they choose?
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.
Episode 42 — Never let a good opportunity to learn pass you by
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.