Investments Unplugged

In this special two-part series, our host Philip Petursson, Chief Investment Strategist at Manulife Investment Management, gives listeners a behind the scenes look into the recent Manulife Mutual Fund Summit.

In this special two-part series, our host Philip Petursson, Chief Investment Strategist at Manulife Investment Management, gives listeners a behind the scenes look into the recent Manulife Mutual Fund Summit.

In this episode of Investments Unplugged, the Manulife Capital Markets Strategy team discusses a defensive position in portfolio strategy. Philip Petursson, Chief Investment Strategist, Macan Nia, Senior Investment Strategist, and Kevin Headland, Senior Investment Strategist go into detail on why they’ve shifted to be underweight in equities for their model portfolios, and what it means for both the rest of 2019, and looking forward into 2020.

Perspective from the top. In this episode we speak with Roy Gori, President and CEO of Manulife on his background and future vision for the industry.

Has geopolitical risk become the new normal for investing? Manulife Investment Management’s Asset Allocation team joins Philip Petursson, Chief Investment Strategist, in a broad discussion on geopolitical risk in the first of a two part series. While these events do occur, the team argues that geopolitical risks should not drive investment decisions.

Following up from the previous episode on geopolitical risk, the Manulife Investment Management Asset Allocation team continues the discussion with Philip Petursson, Chief Investment Strategist. In this episode, the team focuses on their outlook for global asset classes, risks and opportunities in the backdrop of current global geopolitical events.

As an advisor, you have seen time and time again, investors panicking during periods of market volatility, selling at the market bottom, locking in losses, sitting out as the market recovers and finally jumping back in at the top of the recovery. Dr. David R. Lewis PhD and Pauline Kabitsis M.Sc. from BEworks, a behavioural economics consulting firm and research institute join Philip Petursson, Chief Investment Strategist, to share insights and offer advisors strategies to help curb irrational investor behavior during market volatility.

When will we see the next recession? Very few get it right. But, there are key predictive indicators. Join Philip Petursson, Chief Investment Strategist and Kevin Headland, Senior Investment Strategist as they discuss their “Recession Checklist”. Listen on.

After a sharp reversal in the first quarter following the near bear-market in the fourth quarter of 2018, what does the rest of the year hold for investors? Coming back for another appearance, Charles C. Tomes, Associate Portfolio Manager, Global Multi-Sector Fixed Income Team, Manulife Asset Management (US) LLC joins Philip Petursson, Chief Investment Strategist, and Kevin Headland, Senior Investment Strategist, to discuss his strategies and views in responding to the changing interest rate environment.

There are things in life that we know as fact but may not necessarily know the reason for that fact. This is also true in the financial vernacular. Join Philip Petursson, Chief Investment Strategist in a lively discussion with Macan Nia, Senior Investment Strategist as they explore these financial truisms.

As our world evolves, Megatrends such as growing urban populations will force us to rethink our cities, as it put strains on accessing clean water and demands on renewable energy, which require us to innovate ways to feed a growing world. How do we ensure we are investing in the winners of tomorrow? By focusing on companies whose businesses are built on the changes shaping our world. Join Philip Petursson, Chief Investment Strategist, in a lively discussion with Pictet Asset Management, a global leader in thematic investing. Special guests from Pictet are: Gertjan Van Der Geer, Senior Investment Manager, Thematic Equities Team and Jean-Pierre Gemme, Senior Business Development Manager. Together, they discuss global megatrends, conversion into investable themes and ultimately the portfolio construction which includes selecting equities through a lens of “thematic purity” and strong business fundamentals.

Investment professionals use a variety of traditional measures to value companies, such as PE ratio, Price-to-book value, Price-to-sales, and Enterprise value to EBITA. But are they accurate? In this episode, Philip Petursson, Chief Investment Strategist, speaks with Patrick Blais, Senior Portfolio Manager, co-head of the Canadian Fundamental Equity team, Manulife Asset Management, who views valuing companies differently. He has often said, “company earnings can be potentially fictional whereas cashflow is real”. Is there a right measure? Listen on.

The Capital Markets and Strategy team conclude their two-part series with a focus on WYNTK for International Equities, Fixed Income and the Canadian Dollar in 2019. Philip Petursson, Macan Nia and Kevin Headland ends this episode with their individual 2019 fearless forecast. Listen on.

In 2018, equities and fixed income can be summed up as being “frustratingly disappointing”. There was no where to hide. So, is it so bad, that it’s actually good? Listen on as Philip Petursson, Macan Nia and Kevin Headland, provide their insights on last year’s retail investor capitulation, and how that sets up new opportunities for 2019. In the first of a two-part series, in this episode, the team bring their unique views on opportunities in Canada and U.S.

Join Philip Petursson, Chief Investment Strategist with special guests, Dan Janis, Senior Portfolio Manager and Charles Tomes, Associate Portfolio Manager, Global Multi-Sector Fixed Income, Manulife Asset Management (US) LLC in a deep dive into how they make investment decisions when so many bond structures are available.

Bonds or debt has been around for over 1,000 years. Through out its history, bonds have built empires but left unchecked, spiraling debt has crippled governments. In a special two-part episode, join Philip Petursson, Chief Investment Strategist and John Addeo, Chief Investment Officer, Global Fixed Income, Manulife Asset Management (US) LLC in a deep dive into the world of bonds.

“Don’t put all your eggs in one basket” is a common quote that is mentioned by many pundits. In this episode, Philip and Macan offer up their favourite quotes, and come up with some original ones to live by during periods of volatility, uncertainty and ambiguity.

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. Featuring, James Robertson, Senior Portfolio Manager and Alexandre Richard, Senior Investment Analyst, Asset Allocation, Manulife Asset Management.

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. Where do we go from here and how should we position our portfolios? Featuring, James Robertson, Senior Portfolio Manager and Alexandre Richard, Senior Investment Analyst, Asset Allocation, Manulife Asset Management.

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? Join us as we discuss these issues and many more on Investments Unplugged.

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?

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.

Listen to our special guests from Manulife Asset Management (U.S.) LLC.

Listen to our special guests from Manulife Asset Management

Episode 2: Hosted by Philip Petursson, Chief Investment Strategist, Manulife Investments. Featuring Macan Nia, Senior Investment Strategist and special guests, James Robertson, Senior Portfolio Manager and Alexandre Richard, Senior Investment Analyst, Asset Allocation, Manulife Asset Management. (Recorded February 5, 2018)

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