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 89: A look ahead to 2024—addressing your unanswered questions (part 2)

January 25, 2024 | Ep. 89 (part 2)

After patiently waiting for many months, signs that our fixed income outlook may be coming to fruition emerged at the end of last year. But what can we expect in 2024?

In part 2 of our podcast episode, we focus on answering your frequently asked questions on fixed income. Are inflation risks behind us? Where are yields going? Are central banks done with their rate hikes?

For all this and more, tune in to our new podcast episode.  

Episode 89: A look ahead to 2024—addressing your unanswered questions (part 1)

January 16, 2024 | Ep. 89

With 2024 in full swing, what’s our take on equities and bonds?

Rather than sharing our views in our usual way, we’ve adopted a Q&A format to respond to some of the more pressing questions we’ve been getting on the road. Where’s the economy headed? What are some of the main challenges for markets in the new year?

To get your questions answered, tune in to our new podcast episode.  

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.  


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

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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