Viewpoints by Patrick Blais, CFA, at Manulife Investment Management
Patrick Blais, FSA, CFA, is a senior managing director and senior portfolio manager at Manulife Investment Management and head of the Fundamental Equity Team, responsible for Canadian Core Equity strategies. Previously, Patrick was a member of the Growth Equity team responsible for the Large Cap Growth mandate. Prior to joining Manulife Investment Management, Patrick was a growth portfolio manager and analyst at KBSH Capital Management, focusing on international equities. Previously, he was a global senior equity and corporate debt analyst at Sun Life Financial. Patrick is a CFA charterholder and a Fellow of the Society of Actuaries.
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Canadian equities: facts and future
The Canadian economy is changing, and the TSX needs to adapt. We examine which sectors will be helped or hindered by changing investor appetites, and what the TSX of the future may look like.
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The Paris Agreement as a long-term investment framework
Investors have a vital part to play in ensuring corporations help meet the required reductions in carbon emissions set out by the Paris Agreement and in doing so, can also enhance returns.
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What is ESG investing? A spectrum of approaches
In a wide-ranging interview, two environmental, social, and governance (ESG) investment leaders from Manulife Investment Management discuss how ESG is transforming investing globally and how their active approach sets them apart.
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Sustainable investing in the pandemic and beyond
The COVID-19 pandemic revealed new ESG risk factors and new ways in which investors need to view those risks—both in ongoing portfolio management and in preparing for the next black swan event.
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Navigating uncertainty: assessing the three pillars of the Canadian equity market
The COVID-19 outbreak put an end to what was a strong start to 2020 for Canadian equities. Will the outlook for the asset class improve soon?
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Canadian core equity: A focus on sustainable cash returns and protection against tail risks
Although equity markets have recently pulled back on global trade tensions—and the bond markets have flashed recession warning signs—we think the most relevant tail risks to Canadian equities are missing from current market headlines. Patrick Blais, CFA, FSA, senior portfolio manager, describes what he sees as the key threats to markets and where current challenges pose less potent risks to stocks with higher cash returns.
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