Investments Unplugged podcast

Check out our insightful, lively podcast (over 23,000 listeners and over 54,000 downloads) for access to ideas from a range of experts who cover current market happenings, as well as investment trends and opportunities.

Eyeing the bond markets

November 9, 2022 | Ep. 77

Unusually painful performance in fixed-income investments this past year seems to be blurring investors’ vision. We see potential opportunity in current and future economic conditions. Is fixed income worth a second look? Let’s turn our sight to some financial factors related to bonds:

  • how a recession can affect the fixed-income market
  • where we are in the current bear market cycle
  • U.S. Federal Reserve’s interest-rate cycle to combat inflation
  • historical relationship between bonds and equities
  • yields vs returns

… and more.

And why are some people eyeballing used cars lately?

Back to (still in) investment school

September 23, 2022 | Ep. 76

For children, school has begun again. For investors, school is never really out. What subjects should you pay attention to? Will the bell ring to end to the unexpected market volatility of 2022? Our resident Capital Markets Strategy instructors have written some relevant topics on their chalkboard. They cover:

  • rising inflation and interest rates
  • economic slowdown
  • earnings being priced into the markets
  • possibility of a recession
  • investing over the coming months

And in this episode, we introduce a new segment on what’s making recent media headlines.

Class is in session.

On the road again, and answering some top-of-mind questions

August 9, 2022 | Ep. 75

With in-person interactions once again becoming the norm, this summer, the Capital Markets Strategy team has been criss-crossing the country, meeting with advisors and clients, and speaking at events. We’re truly enjoying the face-to-face interaction and responding to inquiries from people we meet. Wherever we go, some common questions are popping up—questions like:

  • Has weak market performance already been priced in?
  • How does the second half of 2022 look when compared to historical downturns?
  • Will we see a recession, and when?
  • How do bear markets play out over time?
  • Let’s delve into these and other questions we’ve been getting.

About our hosts

Kevin Headland, CIM

Co-Chief Investment Strategist, Manulife Investment Management

As Co-Chief Investment Strategist, Kevin has a range of responsibilities, from market and economic analysis to investor education. He analyzes and interprets the economy and markets on behalf of Manulife Investment Management, and works with the portfolio management teams to provide clients and investment intermediaries with guidance and commentary on strategies and asset allocation weightings.

Education: Bachelor of Commerce, Finance Major, Concordia University

Joined company: 2002

Began career: 2000

Macan Nia, CFA

Co-Chief Investment Strategist, Manulife Investment Management

As Co-Chief Investment Strategist, Macan has a range of responsibilities, from market and economic analysis to investor education. He analyzes and interprets the economy and markets on behalf of Manulife Investment Management, and works with the portfolio management teams to provide clients and investment intermediaries with guidance and commentary on strategies and asset allocation weightings.

Education: Honors Business Administration, Richard Ivey School of Business, University of Western Ontario

Joined company: 2008

Began career: 2011