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Manulife Asset Management

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  • Trade war - who win?
    Trade war - who win?
    Megan Greene, Global Chief Economist, Manulife Asset Management Recorded: Nov 2 2018 4 mins
    The final quarter of 2018 will bring about a daisy chain of events that could potentially reshape the global financial and political landscape. Key among them, November’s U.S. midterm elections, the outcome of which could affect—both directly and indirectly— the tone of ongoing trade negotiations between Beijing and Washington and in turn influence the performance of emerging markets in the months ahead. Our Global Chief Economist Megan Greene shares her views on these issues, and highlights others that investors should be aware of.
  • Trade war - what next?
    Trade war - what next?
    Megan Greene, Global Chief Economist, Manulife Asset Management Recorded: Nov 2 2018 3 mins
    The final quarter of 2018 will bring about a daisy chain of events that could potentially reshape the global financial and political landscape. Key among them, November’s U.S. midterm elections, the outcome of which could affect—both directly and indirectly— the tone of ongoing trade negotiations between Beijing and Washington and in turn influence the performance of emerging markets in the months ahead. Our Global Chief Economist Megan Greene shares her views on these issues, and highlights others that investors should be aware of.
  • What’s brewing in US Equities?
    What’s brewing in US Equities?
    Sandy Sanders, Senior Lead Portfolio Manager for the US Core Value Equity Team, Manulife Asset Management Recorded: Aug 30 2018 16 mins
    Sandy Sanders, Senior Lead Portfolio Manager for the US Core Value Equity Team at Manulife Asset Management, addresses some topical themes on US equities. This short round up explores the reaction of the equity market to the threat of further tariffs, where quality and value can be found within the markets given the current economic climate, and what lies ahead in the small-cap space.
  • Are credit markets prepared for corporate debt risks?
    Are credit markets prepared for corporate debt risks?
    Robert Boyda, Head of Capital Markets and Strategy, Manulife Asset Management Recorded: Jul 31 2018 2 mins
    Robert discusses if there are risks around corporate debt that investors should pay attention to.
  • Market reaction to a possible global trade war
    Market reaction to a possible global trade war
    Robert Boyda, Head of Capital Markets and Strategy, Manulife Asset Management Recorded: Jul 31 2018 2 mins
    Markets have yet to significantly react to the prospect of a global trade war. Robert addresses if that optimism is justified.
  • What’s your outlook on the US dollar?
    What’s your outlook on the US dollar?
    Robert Boyda, Head of Capital Markets and Strategy, Manulife Asset Management Recorded: Jul 31 2018 2 mins
    Robert discusses if there is a possibility we could see further strengthening to the US Dollar by the end of the year.
  • Absolute return fixed income – a dynamic approach for a changing world
    Absolute return fixed income – a dynamic approach for a changing world
    Grant Peterkin, Lead Manager, Senior Portfolio Manager, Absolute Return Rates. Manulife Asset Management Recorded: Jun 12 2018 38 mins
    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.
  • How will the end of QE impact pensions? PLSA Investment Conference 2018
    How will the end of QE impact pensions? PLSA Investment Conference 2018
    Megan Greene, Chief Economist, Manulife Asset Management Recorded: May 23 2018 43 mins
    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.
  • Contextualizing Change: What to Expect in the Months Ahead?
    Contextualizing Change: What to Expect in the Months Ahead?
    Bob Boyda, Head of Capital Markets and Strategy, Manulife Asset Management Recorded: May 16 2018 9 mins
    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.
  • What are the key global factors affecting Emerging Market Equity in 2018?
    What are the key global factors affecting Emerging Market Equity in 2018?
    Kathryn Langridge, Lead Portfolio Manager, Manulife Asset Management Emerging Markets Equity Fund Recorded: May 16 2018 10 mins
    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.

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