Human beings may fall prey to emotions, intuitions and biases that can lead them to make less-than-optimal investment decisions and potentially compromise their ability to reach their goals.
We're here to help you understand the impact of human emotions in volatile markets so you can help insulate your clients — with access to information, resources and expertise along with actively managed solutions that aim to offer both downside protection and upside participation.
Market volatility affects us all
As the market moves up and down, investors’ emotions follow suit. On the upside, optimism, excitement and jubilation. On the downside, anxiety, fear and regret. In these periods, your greatest challenge as an advisor is helping your clients overcome emotional impulses so they can make the rational decisions that will help them reach their goals.
Lessons from the past
It took the S&P 500 more than four years to recover the ground lost in the 2007 – 2009 bear market. When the next downturn comes, what will your clients do?
Bear Markets are declines of 20% or more from its peak and greater than 30 days.
Source: Bloomberg & Manulife Investments ($ CAD). Past performance is not a guarantee of future performance. The index is unmanaged and cannot be purchased directly by investors.
Insights to help you understand the current market conditions and build better portfolios.
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Commentary from our Capital Markets Strategy team that offers a regular analysis of key market events and examines the implications for investors.
Global Macro Outlook Q2 2021 - A period of divergence
The biggest known unknown in our outlook is the extent to which the unprecedented level of fiscal stimulus that was unleashed globally in last 12 months will affect growth and inflation. While vaccine rollouts and how COVID-19 might evolve remain a key risk to the highly anticipated great reopening of the global economy, we no longer see the pandemic as the most important macro driver going forward. Our macroeconomic strategy team explains.
Viewpoints on market volatility
Stay on top of recent market movements with timely insights from our experts for you and your clients.
Advisor Focus Magazine
Advisor Focus is a resource packed with industry insight, thought leadership, sales concepts and practice management articles. The key goal of this publication is to provide advisors with thought provoking insights to share with their clients to build stronger relationships.
Behavioural economics insights
Unlock insight into the principles of behavioural economics to enhance your ability to understand and counteract the negative aspects of human emotions in financial decision-making, especially in volatile markets.
“Investors tend to make suboptimal decisions during periods of market panic.”
David Lewis, President, BEworks Research Institute, explains what drives investor behaviour and why advice is the key to embedding your clients in your business.
Viewpoints on behavioural economics
Insights from our experts to help you understand investor behavior so you can help achieve better client outcomes.
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Our behavioural economics toolkit explains investing behaviours and how you can use this knowledge to help your clients make better decisions.
The roller coaster of investing behaviour webinar – Summary
The one-hour session covered a wide range of topics related to how investors make decisions during times of crisis and market volatility.
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Behavioural economics for financial advisors
A multi-module course eligible for continuing education credits. Advisors — BE ready for your next client conversation! Contact your sales teams for more information, or take advantage of this unique learning opportunity now in the Manulife CE Centre through Advisor Portal.
Solutions for volatility
Help your clients withstand market ups and downs — with funds that offer exposure to the ups and protection from the downs.
Strategies to use with clients
Made specifically for investors to help them make the right decisions.
Predicting the future isn’t a winning investment strategy Don’t let emotional biases drive you off course Rebalancing a portfolio Principles to use in your investment strategy Take the emotion out of investing Dollar-cost averaging — How market volatility can work to your advantage
Articles for your clients
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© 2021 Manulife. 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. Past performance does not guarantee future results. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment.
Source for all information in this document unless otherwise stated is Morningstar Direct as of December 30, 2020.
© 2021 Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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