Investments Unplugged podcast

Player FM - Internet Radio Done Right

12 subscribers

추가했습니다 three 년 전

Manulife Investment Management, Macan Nia, and Kevin Headland에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Manulife Investment Management, Macan Nia, and Kevin Headland 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Exile

1
Episode 10: From Refugee to Radical 44:09

2 years 전44:09

나중에 재생

리스트

44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

Investments Unplugged

시리즈 홈•Feed

An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)

112 에피소드

#Trading #Business #Manulife Investment Management #Kevin Headland #Macan Nia #Capital Markets #Investing #Finance #Funding #Portfolio Managers #Manulife #Mutual Funds

Investments Unplugged

12 subscribers

updated 약 1년 전

시리즈 홈•Feed

An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)

112 에피소드

#Trading #Business #Manulife Investment Management #Kevin Headland #Macan Nia #Capital Markets #Investing #Finance #Funding #Portfolio Managers #Manulife #Mutual Funds

모든 에피소드

Investments Unplugged

1
Episode 103: 2025 at a glance—what’s in store for investors? 32:45

5 weeks 전32:45

나중에 재생

리스트

32:45

2025 is in full swing! What can we expect from equity and fixed income markets as the year gradually unfolds? Our first podcast episode of 2025 is an absolute must-listen. Hear from our Co-Chief Investment Strategists Kevin Headland and Macan Nia, as they delve into the opportunities and challenges shaping the market landscape this year. Can we expect some volatility up ahead? No matter what’s in store for investors in the coming months, it’s important not to get overly cautious or fearful. Stay the course, and as always, remember to stay invested—especially when there are bumps along the way. Tune in as our experts underscore some of the key developments in 2025. This is one episode of Investments Unplugged you won’t want to miss!…

Investments Unplugged

1
Episode 102: Outlook 2025—gearing up for the year ahead 40:40

11 weeks 전40:40

나중에 재생

리스트

40:40

The festive holiday season is upon us and what better time than now to reflect and prepare for the road ahead. Don’t miss out on this unique opportunity to hear from Kevin and Macan as they look to 2025 and share their thoughts on equity and fixed income developments. Will equity fundamentals continue to be a defining theme in the new year? What role will security selection and duration management play in the fixed income space? Tune in to the year’s last episode of Investments Unplugged, as our experts delve into their base case, bull case and bear case scenarios for 2025. This is one episode you just can’t miss. Be sure to tune in! Intended for Investment Professionals, investors should connect with their financial advisor for more information.…

Investments Unplugged

1
Episode 101: Fortified, not glorified: who says investing shouldn’t be boring? —Market Insights Monthly special edition 45:38

14 weeks 전45:38

나중에 재생

리스트

45:38

Data surprises, recession concerns, shifting U.S. Federal Reserve policy? What if building a resilient portfolio mattered more than predicting future outcomes. This month, our Co-Chief Investment Strategist Kevin Headland had the pleasure of sitting down with Mawer Investment Management’s President and Portfolio Manager Jim Hall to discuss how patience and discipline play a crucial role in navigating volatile markets. Listen in as Jim delves into some of our flagship funds and reminds us to approach investing with a steady hand. As markets fluctuate, a well thought-out, long-term strategy remains the cornerstone of success. Here’s to embracing the journey and mastering The Art of Boring in investing! Be sure to tune in to our podcast episode.…

Investments Unplugged

1
Episode 100: Achievement unlocked—looking through the rearview mirror 36:52

17 weeks 전36:52

나중에 재생

리스트

36:52

Here we are—100 episodes and 7 years later! This truly is a remarkable milestone for our Investments Unplugged podcast, which has seen roughly 86,000 downloads since the pilot episode aired all those years ago. In this month’s celebratory episode, we get up close and personal with our dynamic hosts and Co-Chief Investment Strategists: Kevin Headland and Macan Nia. Take a trip down memory lane as they reflect on their careers and offer valuable insight to aspiring young investment professionals. Considering a career in markets or investing? Think you could benefit from the lessons they’ve learned over the years? Tune in as Kevin and Macan look through the rearview mirror and commemorate their 100th episode. This is one episode you just can’t miss. Be sure to tune in!…

Investments Unplugged

1
Episode 99: Gearing up for the final stretch of 2024—Market Insights Monthly special edition 26:56

23 weeks 전26:56

나중에 재생

리스트

26:56

Children are heading back to the classroom for yet another school year. What better time than now to reinforce our portfolios with lessons learned from our early childhood? This month, our Co-Chief Investment Strategists Kevin Headland and Macan Nia address economic concerns, equities and fixed income developments, and the art of managing volatility—all through the lens of some our favourite children’s classics. Get ready to revisit some of your favourite childhood gems and gear up for the final stretch of 2024 with this truly unique perspective on markets. Don’t miss out on this podcast episode.…

Investments Unplugged

1
Episode 98: All-caps in focus —Market Insights Monthly special edition 35:58

25 weeks 전35:58

나중에 재생

리스트

35:58

The dog days of summer are over, and volatility is back with a vengeance. In just a short period of time, we’ve dealt with a messy unwinding of carry trades, shifts in Fed policy, and material developments on the U.S. presidential front. How has this clouded the bigger picture? Don’t miss out on an opportunity to go behind-the-scenes with Sandy Sanders, our Senior Managing Director, and Portfolio Manager of the Manulife U.S. All Cap Equity Fund. In an interactive discussion moderated by our Co-Chief Investment Strategist Macan Nia, Sandy chimes in on everything from the U.S. economy to the ongoing A.I. frenzy, U.S. elections and rotations across market capitalizations. Tune in to our new episode to learn more.…

Investments Unplugged

1
Episode 97: Looking to power your income portfolio? —Market Insights Monthly special edition 26:36

27 weeks 전26:36

나중에 재생

리스트

26:36

Unruly markets, unpredictable interest rates and a possible resurgence in inflation—are all your income options on the table? In this podcast episode, we sit down with our newly appointed Head of Specialists and former Director of ETFs and Alternatives , Rob Wernic. In this interactive discussion, Rob underscores the need for alternative income investments, outlining the key differences between traditional income solutions and our new Manulife Smart Enhanced Yield ETFs. Tune in to our new episode to learn more.…

Investments Unplugged

1
Episode 96: Getting down to fundamentals—Market Insights Monthly special edition 26:02

32 weeks 전26:02

나중에 재생

리스트

26:02

Are you inundated with stories? One of the most important rules when making investment decisions is to avoid getting caught up in headlines. In this podcast episode, we chat with our very own Senior Portfolio Manager, Fundamental Equity Patrick Blais about the importance of blocking out the noise and making fact-based investment decisions. With an investment process that highlights cash flow as the real driver of economic value, Patrick and his team look to uncover the best ideas at attractive valuations. Tune into our new episode to learn more.…

Investments Unplugged

1
Investing, happily, ever after—is your portfolio set for a fairytale ending? (Part 2) 26:19

35 weeks 전26:19

나중에 재생

리스트

26:19

In part two of our happily, ever after series of Investments Unplugged, we continue to compare timeless tales to the current markets. In this conversation, we provide our updated outlook on bonds and discuss the outcome of global central banks starting their easing cycles. Tune into our new episode to learn more.…

Investments Unplugged

1
Episode 95: Investing, happily, ever after—is your portfolio set for a fairytale ending? 28:11

38 weeks 전28:11

나중에 재생

리스트

28:11

What comes to mind when we think of fairytales? Fairytales are a means to teach children about opportunities, risks, and how to navigate a complex world. While they usually end happily ever after, the path to get there is usually riddled with challenges. In part one of this two-part series of Investments Unplugged, we look at the economy and equity markets through a fairytale lens. We pay particular attention to how children’s classics are relatable to managing risks and uncovering opportunities in the current investment landscape. Tune into our new episode to learn more.…

Investments Unplugged

1
Episode 94: Explore the alternative route to your financial destination—Market Insights Monthly Special Edition 39:30

40 weeks 전39:30

나중에 재생

리스트

39:30

Strengthen your defence and sharpen your offence with Manulife liquid alternatives. Join us as we unveil our two new alternative fixed-income solutions. Hear from the lead portfolio managers of these strategies Chris Chapman and Roshan Thiru as they outline their investment approaches and delve into the key differentiators that set their teams apart. Tune into our new episode to learn more.…

Investments Unplugged

1
Episode 93: Investing in real assets —Market Insights Monthly Special Edition 35:29

44 weeks 전35:29

나중에 재생

리스트

35:29

Sticky inflation, economic uncertainty, and geopolitical risks. Now isn’t exactly the time to let your guard down. Tune in to our new podcast episode with special guests Senior Portfolio Manager Eric Menzer, and Senior Managing Director Alex Catterick as they chat about private markets, alternative investments, and the importance of including real assets in your portfolios. Don’t miss out on this special edition of Investments Unplugged.…

Investments Unplugged

1
Episode 92: Q&A - let's talk about recessions 35:10

46 weeks 전35:10

나중에 재생

리스트

35:10

Recession is a word that gets thrown around often. But what exactly is a recession and how does it impact investors? Join us for an in-depth Q&A session as we weigh in on a topic that’s become front and center for investors. Find out what you can expect in a recession and why you shouldn’t wait for one to prepare your portfolio. For all this and more, tune into our new podcast episode.…

Investments Unplugged

1
Episode 91: Dividends in a different light—Market Insights Monthly Special Edition 29:50

50 weeks 전29:50

나중에 재생

리스트

29:50

Dividend investing is evolving, and so should your approach. Tune in to our new podcast episode to learn about the unique set of challenges faced by dividend investors in today’s environment. Hear from our very own Senior Portfolio Manager Chris Hensen as he weighs in on the shifting landscape and explores the dividend opportunity set through a different lens. Don’t miss out on this special edition of Investments Unplugged.…

Investments Unplugged

1
Episode 90: Darkest before dawn—are investors nearing an inflection point? 46:17

1 year 전46:17

나중에 재생

리스트

46:17

Make no mistake about it, the economy is dealing with its fair share of challenges. But are there bright spots ahead? In this podcast episode, we sit down with our Global Chief Economist and Strategist Frances Donald, as she weighs in on the macro forces at play in 2024. Will global growth decline? Will central banks respond with rate cuts? For all this and more, tune in to Investments Unplugged.…