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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.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/exile-3411195">Exile</a></span>


1 Exile
Welcome to Exile, a podcast about Jewish lives under the shadow of fascism. Narrated by award-winning screen and stage actor, Mandy Patinkin. Untold stories and firsthand accounts drawn from intimate letters, diaries and interviews found in the Leo Baeck Institute’s vast archive. Each episode, a story of beauty and danger that brings history to life. Because the past is always present. Starting November 1, episodes are released weekly every Tuesday. The Leo Baeck Institute, New York | Berlin is a research library and archive focused on the history of German-speaking Jews. Antica Productions produces award-winning non-fiction podcasts, films and series which inform and inspire audiences around the world.
Investments Unplugged
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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.
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)
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112 에피소드
모두 재생(하지 않음)으로 표시
Manage series 3048690
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.
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)
…
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1 Episode 103: 2025 at a glance—what’s in store for investors? 32:45
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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!…
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.…

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

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

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

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

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

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

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

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

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

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

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

1 Episode 90: Darkest before dawn—are investors nearing an inflection point? 46:17
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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.…
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1 Episode 89: A look ahead to 2024—addressing your unanswered questions (part 2) 33:33
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Episode 89: A look ahead to 2024—addressing your unanswered questions (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.…
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Investments Unplugged

1 Episode 89: A look ahead to 2024—addressing your unanswered questions 43:00
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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.…
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Investments Unplugged

1 Episode 88: Watching our bond scenario unfold: ready for phase 2? 33:02
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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.…
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Investments Unplugged

1 Episode 87: Under the microscope: looking closely at a potential recession 28:22
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Episode 87: Under the microscope: looking closely at a potential recession Recession—it’s a word that continues to dominate the minds of investors and economic scientists alike. We hear about it so often, it sometimes seems like our expectations and concerns magnify. Yet, there could be important information that some people don’t see. Let’s focus the lens a little and scrutinize some of the financial details. • What’s a soft or hard landing, and can we expect one or the other? • Why has a potential recession been delayed? • Does the economic data tell us whether a recession is inevitable? • How will the anticipation of a potential recession continue to affect the markets? Zoom in for a better view.…
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Investments Unplugged

1 Episode 86 - Back to school—studying three investment themes 39:20
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School has started once again. And while students return to their classrooms and books, investors’ minds turn to their portfolios, the economy, and the markets. But there’s so much to learn when it comes to managing your investments. So, what subjects have currently reached the forefront for the Capital Markets Strategy Team? Three key investment themes are at the top of the class right now: • Prepare for near-term equity volatility amidst uncertainty. • Buying bonds is one thing; buying the right bonds is another. • Position your portfolios for tomorrow, not just today. There’s the bell! Let’s listen in.…
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Investments Unplugged

Many topics waltz across the minds of investors. They twirl through our thoughts and sometimes step on our toes. Two things have been leading us lately: the rise of artificial intelligence (A.I.) and its role in the markets, and the recent surprise Bank of Canada interest rate hike. We won’t dance around the subjects—there are relevant inquiries that we need to address: • Has A.I. played a role in what the S&P 500 Index been experiencing this year? • Are we seeing a replay of the 1990s dot-com bubble? • Why did the recent interest rate increase happen, and will it happen again? • How much of the current economic situation can monetary policy control? • What are the investment implications? Let’s glide gracefully over the investment floor to answer these questions.…
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1 Episode 84: Recurring tides—market questions that regularly roll in 25:58
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Every so often, we find ourselves swimming in a sea of similar-sounding questions about what’s affecting or going to affect the markets. These inquiries come around on a regular basis, but do they hold any water when it comes to our investments? We brave the waves, look at some of these recurring questions, and ask, “As investors, do we care about this?” • U.S. debt ceiling discussions • Sell in May and go away investment strategy • periodic market rallies • seasonal market volumes Let’s dive in and see what’s beneath the surface.…
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Investments Unplugged

Lightning struck some U.S. and European banks recently, and investors may be feeling like the jolt is still coursing through them. Frances Donald, Global Chief Economist and Strategist at Manulife Investment Management, joins the Capital Markets Strategy team to delve into current bank problems’ effects on the investment world and spark discussion on related topics: • What’s been the historical response to banking volatility? • How do we define financial stability? • Are interest rates likely to go up or down in the near or distant future? • Where does macroeconomics come into play in the investment cycle? • Has our outlook for the coming months changed? The markets may be somewhat charged right now, but stay positive.…
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Investments Unplugged

Star Trek, 2001: A Space Odyssey, The Terminator, Blade Runner, The Matrix—artificial intelligence (A.I.) has been a recurring science fiction theme for decades. But in fact, A.I. has come to the forefront of many discussions around scientific advances. Robotics, deep-learning models, smart cars, ChatGPT, and so on—where is this technology headed? We look at some of the applications of A.I.: • caring for the elderly by using sympathetic robots • using facial recognition software as the main way to identify you • improving customer experience with personalized algorithms • benefitting from AI—areas that may be worth watching … and more. What we can do with A.I may be nearly unfathomable. Maybe we’ll even create artificially intelligent chocolate chips someday—they’d make one smart cookie.…
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Investments Unplugged

1 Episode 81: All that glisters is not gold—why bonds may be better than GICs 20:32
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To bond or not to bond? That is the question. Whether ‘tis nobler in the mind to invest in bonds or guaranteed interest certificates (GICs) preoccupies many investors. Where would William Shakespeare put his money and why? Who knows? But we have reasons for believing bonds may be the better option for today’s investors: • Looking back over past performance of Canadian bonds, they usually outperform GICs. • Historically, the outperformance of Canadian bonds is sizably higher than GICs per year. • Reinvestment risk could give lower returns from GICs. There are more things in bonds and GICs than are dreamt of in your philosophy—let’s discuss them.…
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Investments Unplugged

1 Episode 80: 2023 market outlook—what the signals are telling us 32:55
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A new year has arrived. Many investors are breathing a collective sigh of relief that 2022 is done and are looking for indicators of better investment opportunities and returns in 2023. Financial needles point toward shifting economic conditions, but what types of changes will we see? • What are we looking at to help determine what the coming year may bring? • Will a recession happen? How bad could it be? • Where is inflation going? And what will central banks do in response? • Does it look like market volatility is settling down? • Are equities or fixed income looking more attractive? Gauging the markets isn’t an exact science. But the more we learn, the more likely we’ll recognize the signs.…
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Investments Unplugged

1 Episode 79: Out of the hospital—three opportunities for fixed-income investors 39:27
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Cold and flu season struck and early and hard in 2022. It has also been a somewhat sick time in the markets this past year. Could 2023 give investors a chance to start easing the sniffles, coughs, aches, and pains of the volatility we’ve experienced? Let’s use our stethoscopes and thermometers to examine three phases of potential opportunity in bonds moving forward: • the sweet spot—bond yields • duration is your friend—longer-duration and higher-quality fixed-income instruments • take on risk—when markets have fully priced in a recession Hot tea with lemon, a warm blanket, and a good investment strategy—just a few things that can make you feel better about your road to recovery.…
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Investments Unplugged

1 Episode 78: Lessons learned—a conversation with Dan Janis 41:16
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This special episode features a discussion with our soon-retiring colleague and friend, Dan Janis, Co-Head of Global Multi-Sector Fixed Income at Manulife Investment Management. We get insights into Danny’s life, career, and team, and what he’s discovered about being a good advisor and sound money manager. • What has Dan learned about managing investments during his professional career? • Is there something Dan wishes he could tell his 10-year-old self, given the opportunity? • Which key skills should an advisor develop? • What’s the best thing advisors can do for their clients? Retirement isn’t the end of the road, it’s the beginning of the open highway.…
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Investments Unplugged

Episode 77: Eyeing the bond markets Unusually painful performance in fixed-income investments this past year seems to be blurring investors’ vision. We see potential opportunity in current and future economic conditions. Is fixed income worth a second look? Let’s turn our sight to some financial factors related to bonds: • how a recession can affect the fixed-income market • where we are in the current bear market cycle • U.S. Federal Reserve’s interest-rate cycle to combat inflation • historical relationship between bonds and equities • yields vs returns … and more. And why are some people eyeballing used cars lately?…
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Investments Unplugged

For children, school has begun again. For investors, school is never really out. What subjects should you pay attention to? Will the bell ring to end to the unexpected market volatility of 2022? Our resident Capital Markets Strategy instructors have written some relevant topics on their chalkboard. They cover: • rising inflation and interest rates • economic slowdown • earnings being priced into the markets • possibility of a recession • investing over the coming months And in this episode, we introduce a new segment on what’s making recent media headlines. Class is in session.…
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