Investments Unplugged podcast
Check out our insightful and lively podcast for access to ideas from a range of experts who cover current market happenings, as well as investment trends and opportunities.
Episode 106: U.S. trade policy in review—how “Liberation Day” tariffs roiled markets
April 22, 2025 | Ep. 106
The magnitude of the U.S. administration’s “Liberation Day” tariffs surely caught investors off guard. How did markets react to the news? Will U.S. trade policy reshape global trade dynamics?
Join our Co-Chief Investment Strategists Kevin Headland and Macan Nia as they discuss the market’s strong reaction to President Trump’s announcement on April 2. Is this a policy play or part of a deeper structural shift? How will upcoming congressional outreach factor into the evolving economic picture?
Stay on top of this rapidly evolving situation—don’t miss out on our new podcast episode.
Episode 105: Europe front and center—is capital beginning to flow overseas?
March 28, 2025 | Ep. 105
European equities have recently outpaced their U.S. counterparts, setting the stage for a potential resurgence in overseas markets. Is this the start of a significant rotation into European equities?
Join our Co-Chief Investment Strategists, Kevin Headland and Macan Nia, as they underscore the current momentum driving European equities and discuss improvements in European manufacturing. Find out how a significant rise in defense spending across various European countries could help stimulate the economy through infrastructure, logistics, and other support service enhancements.
Don't miss this insightful discussion—tune in to our latest podcast episode for all this and more!
Episode 104: Navigating tariffs, policy and Canada-U.S. trade tensions
March 5, 2025 | Ep. 104
Rising tensions, evolving trade policies, and potential tariffs have sparked widespread discussions—even going as far as rallying hockey fans on both sides of the Canada-US border. Are these policies merely a negotiation tactic, or do they signal a shift in North American trade dynamics?
Join our Co-Chief Investment Strategists, Kevin Headland and Macan Nia, as they explore the latest trade developments and their potential implications for Canadian investors. In an in-depth conversation with Dominique Lapointe, Global Macro Strategist, Multi-Asset Solutions Team, we zero in on tariffs and trade disputes and examine their potential impact on Canada’s economy.
Tune in to our latest episode for insight on this evolving landscape.
About our hosts
Kevin Headland, CIM
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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
Macan Nia, CFA
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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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The opinions expressed are those of Manulife Investment Management as of the date of this publication, and are subject to change based on market and other conditions. The information and/or analysis contained in this material have been compiled or arrived at from sources believed to be reliable but Manulife Investment Management does not make any representation as to their accuracy, correctness, usefulness or completeness and does not accept liability for any loss arising from the use hereof or the information and/or analysis contained herein. Manulife Investment Management disclaims any responsibility to update such information. Neither Manulife Investment Management or its affiliates, nor any of their directors, officers or employees shall assume any liability or responsibility for any direct or indirect loss or damage or any other consequence of any person acting or not acting in reliance on the information contained herein.
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