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 108: Half-year outlook—all eyes on the second half of 2025
June 27, 2025 | Ep. 108
Warmer days are on the horizon, and while many of us are planning our next vacation spots, others are looking back at the half -year and recalibrating their portfolios for what lies ahead. What happened to markets in the first half of the year? What can we expect as we move into the year’s final stretch?
Tune in to our new podcast episode as our Co-Chief Investment Strategists Kevin Headland and Macan Nia talk aboutdiscuss the opportunities and risks affecting the global economy, including U.S. tariff policy, decelerations in global manufacturing, and the role of corporate earnings as a potential driver of market performance.
Will the chaos and unpredictability witnessed during the first six months of 2025 prevail in the months ahead? Listen in to our episode for all this and more.
Intended for Investment Professionals, investors should connect with their financial advisor for more information
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Episode 107: The future of the U.S. dollar: dissecting the Mar-a-Lago Accord
May 27, 2025 | Ep. 107
Is the greenback currently at an inflection point? Listen in as our Capital Markets Strategy Team weighs in on the U.S. administration’s proposed economic and trade initiatives, including the Mar-a-Lago Accord—a modern echo of the 1985 Plaza Accord.
Explore the implications of devaluing the U.S. dollar in today’s global economy and learn more about trade deficits and some of the bold ideas from White House chief economist Stephen Miran. Can the U.S. dollar maintain its reserve currency status? Is multilateral cooperation even possible in today’s geopolitical climate? Tune in to our podcast episode for all this and more.
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.
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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