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 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.
Episode 85: In the spotlight—A.I. and interest rates
June 22, 2023 | Ep. 85
Many topics waltz across the minds of investors. They twirl through our thoughts and sometimes step on our toes. Two things have been leading us lately: the rise of artificial intelligence (A.I.) and its role in the markets, and the recent surprise Bank of Canada interest rate hike. We won’t dance around the subjects—there are relevant inquiries that we need to address:
- Has A.I. played a role in what the S&P 500 Index been experiencing this year?
- Are we seeing a replay of the 1990s dot-com bubble?
- Why did the recent interest rate increase happen, and will it happen again?
- How much of the current economic situation can monetary policy control?
- What are the investment implications?
Let’s glide gracefully over the investment floor to answer these questions.
Episode 84: Recurring tides—market questions that regularly roll in
May 31, 2023 | Ep. 84
Every so often, we find ourselves swimming in a sea of similar-sounding questions about what’s affecting or going to affect the markets. These inquiries come around on a regular basis, but do they hold any water when it comes to our investments? We brave the waves, look at some of these recurring questions, and ask, “As investors, do we care about this?”
- U.S. debt ceiling discussions
- Sell in May and go away investment strategy
- periodic market rallies
- seasonal market volumes
Let’s dive in and see what’s beneath the surface.
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
Important disclosure
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.
All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients should seek professional advice for their particular situation. Neither Manulife, Manulife Investment Management Limited, Manulife Investment Management, nor any of their affiliates or representatives is providing tax, investment or legal advice. Past performance does not guarantee future results. This material was prepared solely for informational purposes, does not constitute an offer or an invitation by or on behalf of Manulife Investment Management to any person to buy or sell any security and is no indication of trading intent in any fund or account managed by Manulife Investment Management. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Unless otherwise specified, all data is sourced from Manulife Investment Management.
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