Since the U.S. 10-year yield hit its low of 1.37 percent in July of 2016, it has jumped 185 bps to a high of 3.25 percent. Although we may still see a move higher, we would suggest that from a magnitude perspective that the worst is behind us.

Equities tend to move in one of three directions. But what can we look to in order to glean any information on the direction for equities in 2019? We continue a conversation with our Asset Allocation experts to get their perspective on equity opportunities for next year.

In most cases given the option humans will choose an unknown risk over uncertainty except when it comes to investing. Investors rather react to uncertainty than the known risks and this behavior is the biggest mistake they take. What does Lotto 649, Funerals and Apple tell us about the differences between risk and uncertainty? Featuring Duncan Anderson, Senior Managing Director and Senior Portfolio Manager, Value Equity Team, Manulife Asset Management.

For our portfolios, the definition of risk is very clear which is the possibility of exposing our investments to a loss. However, how we measure risk depends on whom you ask. Join us as we discuss what is risk, how it can be measured, and does it really matter?

The Dutch Tulip Craze, Beanie Babies, a $450 million Leonardo da Vinci or Comic Books, should they be recognized as collections? Investments? Or Speculation? join us as we discuss these and other phenomena that challenge the idea of what an investment is.

From Obesity ETFs to Marijuana ETFs, last year ETFs saw record growth and took in over $460 billion globally, growth of nearly 60 percent relative to 2016. ETFs have hit the mainstream leading to nearly $4.5 trillion in global ETF assets. Not all ETFs are created equally.

Special guests: John Addeo, Global Fixed Income Chief Investment Officer. Sandy Sanders, Senior Portfolio Managers, U.S. Core Value Equity. Thomas Goggins, Senior Portfolio Manager, Global Multi-Sector Fixed Income.

Terry Carr, CIO of Canadian Fixed Income, Duncan Anderson and Chris Hensen, Senior Portfolios Managers, Manulife Value Equity Team and Frances Donald, Senior Economist

Learn about James Robertson’s “outcome oriented” approach to asset allocation. Building the portfolio’s core holdings with the best risk adjusted return, while adding a short term opportunistic approach for additional returns or de-risking the overall portfolio.

Episode 1: Featuring Macan Nia, Sr Investment Strategist and special guest, Terry Carr, Head, Fixed Income Canada, Manulife Asset Management. (Recorded January 5, 2018)