Investments Unplugged

By Macan Nia, Kevin Headland

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)... more

4.5

1313 ratings

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FAQs about Investments Unplugged:

How many episodes does Investments Unplugged have?

The podcast currently has 119 episodes available.

Investments Unplugged episodes:

June 09, 2022 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.
...more
30min
May 18, 2022 Episode 71: Mid caps—the misunderstood middle child
Despite the lack of evidence, people tend to believe a middle child has certain personality traits and can be difficult to deal with. Investors may think of mid caps in similar ways. Jeff Mo, Portfolio Manager, U.S. Mid Cap Equity at Mawer Investment Management, joins the Capital Markets Strategy team to talk about the benefits that mid caps may provide for your investment portfolio. They cover topics like:
• short-term vs long-term market trends
• how market volatility can create opportunities
• effect of inflation on companies’ ability to generate returns
• challenges of predicting the markets
• importance of downside protection.
Are you judging mid caps fairly?
...more
35min
April 19, 2022 Episode 70: Seven key indicators of an oncoming recession
Seven is often considered a lucky number. But luck doesn’t usually factor into it when talking about recession indicators. The Capital Markets Strategy team discusses whether we’re headed for a recession in the near future by looking closely at seven economic indicators they pay attention to:
• 10-2 inverted yield curve
• ISM Manufacturing Purchasing Managers Index
• positive inflationary trends
• tighter financial conditions.
Wait, that’s only four! … Not to worry, just listen in and you’ll hear about the other three too.
...more
35min
March 25, 2022Episode 69: The Fed raised interest rates—is this the start of a rate-tightening climb?
Up … up … up—inflation has been rising, towering like Mount Everest over the economy. In response to this high inflation, on March 16, the U.S. Federal Reserve increased interest rates for the first time in about three years. Our Capital Markets Strategy mountaineers take a look at the path the Fed announcement may be climbing, hiking over areas like:
market reactions to the Fed announcement
quantitative tightening cycles
geopolitical risk in Eastern Europe
effects of fluctuating oil prices
recession and the 10-year Treasury yield.
Take your pitons, ropes, and harnesses—we’re about to ascend some interesting topics.
...more
31min
February 24, 2022 Episode 68: History doesn’t repeat itself, but it often rhymes
This month seems to be ending with a bang—literally. The tension between Ukraine and Russia has escalated, which has been affecting market volatility. The Capital Markets Strategy team looks at the global state of affairs through the lenses of historical, political, and investment data, covering topics like:
• short-term and long-term effects of geopolitical and military situations
• disruptive vs destructive events
• the impact on commodities, especially oil prices
• risk to investment returns
… and more.
Hear what the team has to say about the growing concerns in Eastern Europe.
...more
22min
February 10, 2022 Episode 67: Is fixed income dead? No, but you may want to look under the hood.
Maybe it’s time to take that fixed-income vehicle into the shop for a tune-up? Ace investment mechanics Dan Janis and Tom Goggins, from Manulife Investment Management’s Strategic Income team, join the Capital Markets Strategy team to answer questions around what’s happening in fixed-income markets, including:
• Are fixed-income investments still worth holding?
• What will the Bank of Canada and the U.S. Federal Reserve do to combat rising inflation?
• How do emerging markets fit into the picture?
• Where are investment opportunities presenting themselves?
And what does this have to do with college football great Paul “Bear” Bryant? Listen to find out.
...more
39min
January 31, 2022 Episode 66: Did you lock the door? … An unexpected pit stop!
Our 2022 road trip has barely gotten underway and equity market volatility already has some investors wondering if they’ve secured their homes before leaving. What does the Capital Markets Strategy team think this recent short-term market weakness is likely being caused by? One word: uncertainty. In this episode, they discuss:
• the recent market selloff
• what the U.S. Federal Reserve may do with interest rates
• the geopolitical scene — in particular, tension around Russia and Ukraine
• what recession indicators and other economic signs could be pointing to
… and more.
There are always unforeseen bumps in the road. But does that mean we should turn around?
...more
21min
January 10, 2022 Episode 65: 2022 outlook — mapping the road ahead
The investment journey over the next year may likely include a number of stops along the way, but the Capital Markets Strategy team sees the potential for it to be a scenic and enjoyable route. In this episode, the team looks at a number of important questions to prepare for the coming trip, including:
• Is inflation going to rise or fall?
• What do historical trends say about growth?
• Equities and fixed income — should portfolio positioning change?
• How do the effects of the COVID-19 pandemic factor in?
• Will supply chain issues continue to affect production?
The car tunes are on. Let’s get moving.
...more
36min
December 17, 2021 Episode 64: We’re making a list, checking it twice
The holiday season is finally here after a year that has had more twists than candy cane stripes. The busy elves in the Capital Markets Strategy workshop take a look back at some of the investment and economic themes of 2021 — some naughty, some nice. They wrap up the year end and tie a ribbon around topics like:
• fixed-income returns and the 10-year Treasury yield
• equities and credit
• inflation and the cost of living
• portfolio protection and asset allocation
• the COVID-19 pandemic.
Grab a cup of eggnog, hot chocolate, or apple cider, and listen in.
...more
25min
November 22, 2021 Episode 63: This isn’t the 1970s stagflation. Keep those bell-bottoms in the closet.
Stagflation — sputtering economic growth coupled with rising inflation. Groovy … okay, not really that groovy. Just what is stagflation and how does it affect the investment world? The Capital Markets Strategy team takes a closer look at this idea and the impact it has, covering things like:
• how current stagflation differs from past stagflation
• employment and wages
• the price of oil as a consumption driver
• interest rates and the U.S. Federal Reserve
• the current inflation model.
Can you dig that?
...more
31min

FAQs about Investments Unplugged:

How many episodes does Investments Unplugged have?

The podcast currently has 119 episodes available.

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