Investments Unplugged
Episodes
Episode 21A - Live from the Manulife Mutual Fund Summit
28 Aug 2019
Contributed by Lukas
In this special two-part series, our host Philip Petursson, Chief Investment Strategist at Manulife Investment Management, gives listeners a behind th...
Episode 21B - Live from the Manulife Mutual Fund Summit
28 Aug 2019
Contributed by Lukas
In this special two-part series, our host Philip Petursson, Chief Investment Strategist at Manulife Investment Management, gives listeners a behind th...
Episode 20 - Offense sells tickets. Defense wins championships.
26 Jul 2019
Contributed by Lukas
In this episode of Investments Unplugged, the Manulife Capital Markets Strategy team discusses a defensive position in portfolio strategy. Philip Petu...
Episode 19 - Driving change for a better future with Manulife’s CEO.
28 Jun 2019
Contributed by Lukas
Perspective from the top. In this episode we speak with Roy Gori, President and CEO of Manulife on his background and future vision for the industry.
Episode 18B - Decisively neutral. Waiting for a signal.
10 Jun 2019
Contributed by Lukas
Following up from the previous episode on geopolitical risk, the Manulife Investment Management Asset Allocation team continues the discussion with Ph...
Episode 18A - Avoid the noise. Focus on the signals.
10 Jun 2019
Contributed by Lukas
Has geopolitical risk become the new normal for investing? Manulife Investment Management’s Asset Allocation team joins Philip Petursson, Chief Inve...
Episode 17: I shouldn’t have done that…
03 Jun 2019
Contributed by Lukas
As an advisor, you have seen time and time again, investors panicking during periods of market volatility, selling at the market bottom, locking in lo...
Episode 16: Anatomy of a Recession
13 May 2019
Contributed by Lukas
When will we see the next recession? Very few get it right. But, there are key predictive indicators. Join Philip Petursson, Chief Investment Strate...
Episode 15: The Good, The Bad and The Unexpected.
15 Apr 2019
Contributed by Lukas
After a sharp reversal in the first quarter following the near bear-market in the fourth quarter of 2018, what does the rest of the year hold for inve...
Episode 14: Why a Bull and Bear and not an Elephant and Ostrich? Why gold coins as a wedding gift and not copper ones?
18 Mar 2019
Contributed by Lukas
There are things in life that we know as fact but may not necessarily know the reason for that fact. This is also true in the financial vernacular. Jo...
Episode 13: Seeking the potential to outperform the MSCI World? You need to be different.
25 Feb 2019
Contributed by Lukas
As our world evolves, Megatrends such as growing urban populations will force us to rethink our cities, as it put strains on accessing clean water and...
Episode 12: When valuing companies, cashflow is king.
25 Jan 2019
Contributed by Lukas
Investment professionals use a variety of traditional measures to value companies, such as PE ratio, Price-to-book value, Price-to-sales, and Enterpri...
Episode 11B: 2019 Outlook - Travel with Caution, not fear - Part 2
18 Jan 2019
Contributed by Lukas
The Capital Markets and Strategy team conclude their two-part series with a focus on WYNTK for International Equities, Fixed Income and the Canadian D...
Episode 11A: 2019 Outlook - Travel with Caution, not Fear
14 Jan 2019
Contributed by Lukas
In 2018, equities and fixed income can be summed up as being “frustratingly disappointing”. There was no where to hide. So, is it so bad, that it...
Episode 10B: Bonds. A long term affair - Part 2
09 Jan 2019
Contributed by Lukas
Join Philip Petursson, Chief Investment Strategist with special guests, Dan Janis, Senior Portfolio Manager and Charles Tomes, Associate Portfolio Man...
Episode 10A: Bonds. A long term affair.
19 Dec 2018
Contributed by Lukas
Bonds or debt has been around for over 1,000 years. Through out its history, bonds have built empires but left unchecked, spiraling debt has crippled...
Episode 9: Quotes to Live By
09 Nov 2018
Contributed by Lukas
“Don’t put all your eggs in one basket” is a common quote that is mentioned by many pundits. In this episode, Philip and Macan offer up their fa...
Episode 8b: Up, down, sideways?
04 Oct 2018
Contributed by Lukas
Equities tend to move in one of three directions. But what can we look to in order to glean any information on the direction for equities in 2019? We...
Episode 8: Fixed Income: The worst is behind us.
04 Oct 2018
Contributed by Lukas
Since the U.S. 10-year yield hit its low of 1.37 percent in July of 2016, it has jumped 185 bps to a high of 3.25 percent. Although we may still see a...
Episode 7: I Love Me A Big Bowl Of Risks, A Bowl Of Speculation - No Thanks!
15 Aug 2018
Contributed by Lukas
In most cases given the option humans will choose an unknown risk over uncertainty except when it comes to investing. Investors rather react to uncert...
Episode 6: Risk is in the Eye of the Beholder
25 Jul 2018
Contributed by Lukas
For our portfolios, the definition of risk is very clear which is the possibility of exposing our investments to a loss. However, how we measure risk...
Episode 5: Collecting vs Investing vs Speculating – What Are The Differences?
05 Jun 2018
Contributed by Lukas
The Dutch Tulip Craze, Beanie Babies, a $450 million Leonardo da Vinci or Comic Books, should they be recognized as collections? Investments? Or Specu...
Episode 4: Not all ETFs Are Created Equally - Do You Know the Differences?
08 May 2018
Contributed by Lukas
From Obesity ETFs to Marijuana ETFs, last year ETFs saw record growth and took in over $460 billion globally, growth of nearly 60 percent relative to ...
Episode 3b: Views on U.S. Equities and Global Fixed Income from our Investment Strategists and Portfolio Managers
20 Apr 2018
Contributed by Lukas
Listen to our special guests from Manulife Asset Management (U.S.) LLC.
Episode 3a: Views on Canada from our Investment Strategists, Portfolio Managers and Senior Economist
05 Mar 2018
Contributed by Lukas
Listen to our special guests from Manulife Asset Management
Episode 2: Asset Allocation: Allocating capital where it will be treated the best
05 Feb 2018
Contributed by Lukas
Episode 2: Hosted by Philip Petursson, Chief Investment Strategist, Manulife Investments. Featuring Macan Nia, Senior Investment Strategist and speci...
Episode 1
05 Jan 2018
Contributed by Lukas
Episode 1: Featuring Macan Nia, Sr Investment Strategist and special guest, Terry Carr, Head, Fixed Income Canada, Manulife Asset Management. (Recorde...