Strategic Fixed Income

The strategy seeks to generate competitive, consistent, risk-adjusted performance by investing across global fixed-income markets while adding value primarily through sector rotation, security selection, and opportunistic currency investments. The team believes in a fundamental, risk-managed investment process that seeks out the best opportunities on a global basis while controlling interest-rate, credit, currency, and liquidity risk.

 

Philosophy

The team believes strong, consistent returns can be generated by investing primarily in a portfolio of global government, corporate, and securitized debt, including emerging markets and high-yield securities. Currency management seeks to further diversify the portfolio, mitigate risk, and add value. By expanding the investment universe to include multiple sectors and currencies, the team believes they increase their potential to add value while reducing risk.

Managed by

Daniel S. Janis III

Senior Portfolio Manager, Head of Global Multi-Sector Fixed Income

Dan is head of global multi-sector fixed income at Manulife Investment Management. He’s a senior managing director, senior portfolio manager, and the lead portfolio manager for the company’s global multi-sector fixed-income strategies, responsible for asset allocation, global bond research, and currency management. His areas of expertise include global economics, foreign exchange, derivatives, and risk management. Prior to joining the company, Dan was a vice president and proprietary risk manager for BankBoston. Earlier in his career, he worked as a vice president for Morgan Stanley in the foreign exchange department and managed their forward desk. Dan holds certification from the International Capital Market Association.

  • Education: A.B. in Economics, Harvard University
  • Joined the company: 1999
  • Began career: 1984
Daniel S. Janis III

Thomas C. Goggins

Senior Portfolio Manager, Global Multi-Sector Fixed Income

Tom is a senior managing director and senior portfolio manager on the global multi-sector fixed-income team at Manulife Investment Management, responsible for portfolio management, global bond research, security selection, and risk management for the company’s global multi-sector fixed-income strategies. Prior to joining the company, Tom held positions at Putnam Investments, Transamerica Investments, SAC Capital, and Fontana Capital.

  • Education: B.B.A., University of Wisconsin; M.A. in Finance and Accounting, Northwestern University
  • Joined the company: 1995; rejoined in 2009
  • Began career: 1987
Thomas C. Goggins

Kisoo Park

Portfolio Manager, Global Multi-Sector Fixed Income

Kisoo is a managing director and portfolio manager on the global multi-sector fixed-income team at Manulife Investment Management, responsible for portfolio management, global bond research, and currency management for the company’s global multi-sector fixed-income strategies. Kisoo joined us from a hedge fund firm based in Hong Kong, where he was a founding member and COO. Prior to that, he was the CIO, responsible for tactical asset allocation investing in global equities, fixed-income, commodities, FX, and interest-rate asset classes at Prince Asset Management, Hong Kong. Earlier in his career, Kisoo held positions at Bank of Montreal, Fleet National Bank, Morgan Stanley, and Bank of New England, where he began his career specializing in treasury products, FX, and interest-rate trading.

  • Education: B.A. in Economics, Tufts University; University of Chicago, Graduate School of Business
  • Joined the company: 2011
  • Began career: 1986
Kisoo Park

Christopher M. Chapman, CFA

Portfolio Manager, Global Multi-Sector Fixed Income

Chris is a managing director and portfolio manager on the global multi-sector fixed-income team at Manulife Investment Management, responsible for portfolio management, global sovereign debt, currency research, portfolio construction, and risk management for the company’s global multi-sector fixed-income strategies. Prior to this position, Chris was a senior investment analyst with the global multi-sector fixed-income team. Before that, he worked in several other areas of the firm, including as an investment risk analyst on the quantitative research team. Chris began his career at State Street Bank. He holds the Certified Financial Analyst designation and is a member of CFA Society Boston.

  • Education: B.S.B.A. in Management, Stonehill College; M.S.F., Boston College
  • Joined the company: 2005
  • Began career: 1999
Christopher M. Chapman, CFA

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

Separate accounts

Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

CITs

Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

Mutual funds

Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.


Key facts

Inception date

October 1986

Strategy AUM (USD)

$23.4 billion

Benchmark

Bloomberg Barclays Multiverse Index

Style

Global multi-sector

Volatility target

4% to 8%

Average portfolio manager experience

30 years

Important disclosures

All information shown is as of March 31, 2020, unless otherwise indicated. Strategy-level information may differ from vehicle-specific information. Not all vehicles are available in all locations and may be offered through affiliates of Manulife Investment Management.


Related

U.S.-China trade war: a framework for thinking about new tariffs

News that Washington is planning fresh tariffs on Chinese imports from September caught investors by surprise. Our macro strategy team takes a closer look.
Read more