Welcome to the Manulife Asset Management channel. Here, our aim is to publish a series of videos, webcasts and supporting content designed to provide relevant, informative and educational market intelligence from our in-house experts. Past performance does not guarantee future results. This material is prepared solely for informational purposes and does not constitute a recommendation to deal or provide professional advice. www.manulifeam.com
In today’s market environment, the traditional approach to fixed-income investing alone might no longer be adequate to fulfil meaningful returns. Join Grant who will be discussing his belief that an absolute return approach focused on the most liquid instruments, with the ability to take both long and short positions, would complement a broader fixed-income strategy. Managed well, learn how it could create a steady, uncorrelated return stream that can benefit investors looking for a complementary product to enhance and diversify their portfolios.
The low interest rates caused by quantitative easing helped boost the UK economy, but created a difficult investment environment for pensions. As the Bank of England slims down its asset purchase programme and begins to raise rates, pension funds, in theory, should be well-placed to benefit. What should investors understand about the interest rate environment and its effect on their schemes? Manulife’s Chief Economist, Megan Greene, is one of three highly experienced panelists who discusses and debates this incredibly topical subject.
Rising volatility, changing inflation expectations and talks of a trade war. What can investors expect in the coming months? How could US tariffs potentially impact the momentum of the global economy? Manulife’s Head of Capital Markets and Strategy, Bob Boyda, shares his insights in this video.
Emerging Market Equity was the best performing asset class in 2017. Lead EME Portfolio Manager Kathryn Langridge explores the key global factors affecting the asset class including:
- What are the key drivers of growth and new investment opportunities across the sector?
- What impact will US rates have on asset class performance, and what are the main risks of China’s 2018 policy on emerging markets and potentially, the rest of the world?
Given these macro factors, Kathryn briefly explains how the highly experienced Manulife team identify value driven companies through their detailed research and strong governance processes, and how risk is embedded in the team’s philosophy and integrated across all stages of the investment process.