Investments Unplugged

Data surprises, recession concerns, shifting U.S. Federal Reserve policy? What if building a resilient portfolio mattered more than predicting future outcomes.

This month, our Co-Chief Investment Strategist Kevin Headland had the pleasure of sitting down with Mawer Investment Management’s President and Portfolio Manager Jim Hall to discuss how patience and discipline play a crucial role in navigating volatile markets. Listen in as Jim delves into some of our flagship funds and reminds us to approach investing with a steady hand.

As markets fluctuate, a well thought-out, long-term strategy remains the cornerstone of success. Here’s to embracing the journey and mastering The Art of Boring in investing!

Be sure to tune in to our podcast episode.

Here we are—100 episodes and 7 years later! This truly is a remarkable milestone for our Investments Unplugged podcast, which has seen roughly 86,000 downloads since the pilot episode aired all those years ago.

In this month’s celebratory episode, we get up close and personal with our dynamic hosts and Co-Chief Investment Strategists: Kevin Headland and Macan Nia. Take a trip down memory lane as they reflect on their careers and offer valuable insight to aspiring young investment professionals. Considering a career in markets or investing? Think you could benefit from the lessons they’ve learned over the years? Tune in as Kevin and Macan look through the rearview mirror and commemorate their 100th episode.

This is one episode you just can’t miss. Be sure to tune in!

Children are heading back to the classroom for yet another school year. What better time than now to

reinforce our portfolios with lessons learned from our early childhood?

This month, our Co-Chief Investment Strategists Kevin Headland and Macan Nia address economic

concerns, equities and fixed income developments, and the art of managing volatility—all through the

lens of some our favourite children’s classics. Get ready to revisit some of your favourite childhood gems

and gear up for the final stretch of 2024 with this truly unique perspective on markets.

Don’t miss out on this podcast episode.

The dog days of summer are over, and volatility is back with a vengeance. In just a short period of time, we’ve dealt with a messy unwinding of carry trades, shifts in Fed policy, and material developments on the U.S. presidential front. How has this clouded the bigger picture?

Don’t miss out on an opportunity to go behind-the-scenes with Sandy Sanders, our Senior Managing Director, and Portfolio Manager of the Manulife U.S. All Cap Equity Fund. In an interactive discussion moderated by our Co-Chief Investment Strategist Macan Nia, Sandy chimes in on everything from the U.S. economy to the ongoing A.I. frenzy, U.S. elections and rotations across market capitalizations.

Tune in to our new episode to learn more.

Unruly markets, unpredictable interest rates and a possible resurgence in inflation—are all your income options on the table?

In this podcast episode, we sit down with our newly appointed Head of Specialists and former Director of ETFs and Alternatives , Rob Wernic. In this interactive discussion, Rob underscores the need for alternative income investments, outlining the key differences between traditional income solutions and our new Manulife Smart Enhanced Yield ETFs.

Tune in to our new episode to learn more.

Are you inundated with stories? One of the most important rules when making investment decisions is to avoid getting caught up in headlines.

In this podcast episode, we chat with our very own Senior Portfolio Manager, Fundamental Equity Patrick Blais about the importance of blocking out the noise and making fact-based investment decisions. With an investment process that highlights cash flow as the real driver of economic value, Patrick and his team look to uncover the best ideas at attractive valuations.

Tune into our new episode to learn more.

In part two of our happily, ever after series of Investments Unplugged, we continue to compare timeless tales to the current markets. In this conversation, we provide our updated outlook on bonds and discuss the outcome of global central banks starting their easing cycles.

Tune into our new episode to learn more.

What comes to mind when we think of fairytales? Fairytales are a means to teach children about

opportunities, risks, and how to navigate a complex world. While they usually end happily ever after, the

path to get there is usually riddled with challenges.

In part one of this two-part series of Investments Unplugged, we look at the economy and equity

markets through a fairytale lens. We pay particular attention to how children’s classics are relatable to

managing risks and uncovering opportunities in the current investment landscape.

Tune into our new episode to learn more.

Strengthen your defence and sharpen your offence with Manulife liquid alternatives.

Join us as we unveil our two new alternative fixed-income solutions. Hear from the lead portfolio

managers of these strategies Chris Chapman and Roshan Thiru as they outline their investment

approaches and delve into the key differentiators that set their teams apart.

Tune into our new episode to learn more.

Sticky inflation, economic uncertainty, and geopolitical risks. Now isn’t exactly the time to let your guard down.

Tune in to our new podcast episode with special guests Senior Portfolio Manager Eric Menzer, and Senior Managing Director Alex Catterick as they chat about private markets, alternative investments, and the importance of including real assets in your portfolios.

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