Investments Unplugged

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.

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.