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.
Episode 88: Watching our bond scenario unfold: ready for phase 2?
December 4, 2023 | Ep. 88
Consumer exhaustion is kicking in, yields have come down, and the economy is beginning to show signs of slowing.
Since outlining our three-themed bonds outlook, we’re finally getting an indication that it’s coming to fruition. As we get ready to transition to phase 2 (“duration is your friend”), investors could embrace longer duration on expectations that yields will fall further and the economy will continue slowing. Will the headwinds that impacted bonds as yields rose become tailwinds when yields fall?
For all this and more, tune in to our new podcast episode.
Episode 87: Under the microscope: looking closely at a potential recession
October 10, 2023 | Ep. 87
Recession—it’s a word that continues to dominate the minds of investors and economic scientists alike. We hear about it so often, it sometimes seems like our expectations and concerns magnify. Yet, there could be important information that some people don’t see. Let’s focus the lens a little and scrutinize some of the financial details.
- What’s a soft or hard landing, and can we expect one or the other?
- Why has a potential recession been delayed?
- Does the economic data tell us whether a recession is inevitable?
- How will the anticipation of a potential recession continue to affect the markets?
Zoom in for a better view.
Episode 86: Back to school—studying three investment themes
September 11, 2023 | Ep. 86
School has started once again. And while students return to their classrooms and books, investors’ minds turn to their portfolios, the economy, and the markets. But there’s so much to learn when it comes to managing your investments. So, what subjects have currently reached the forefront for the Capital Markets Strategy Team? Three key investment themes are at the top of the class right now:
- Prepare for near-term equity volatility amidst uncertainty.
- Buying bonds is one thing; buying the right bonds is another.
- Position your portfolios for tomorrow, not just today.
There’s the bell! Let’s listen in.
About our hosts
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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
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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
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