Adjusting to a world with COVID-19: Market and economic impacts
The COVID-19 pandemic caused massive economic and market dislocations in the first quarter of 2020. Manulife Investment Management’s senior global investment professionals share their perspectives on the longer-term outlook for the disease and the related economic and market impacts.
Hear from our experts:
Christopher Conkey, Global Head of Public Markets, Manulife Investment Management
Steve Slaughter, Managing Director and Portfolio Manager, Global Health Care Strategy
Frances Donald, Global Chief Economist & Global Head of Macroeconomic Strategy
Nathan Thooft, Senior Managing Director, Head of Global Asset Allocation
RecordedApr 15 202062 mins
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Endre Pedersen, Chief Investment Officer, Fixed Income, Asia ex-Japan – Manulife Investment Management
Following the challenges and turmoil of 2020, a year that saw unprecedented fiscal and monetary stimulus in response to the Covid-19 pandemic, we believe Asian fixed income is set to shine this year.
Against a backdrop of positive Covid-19 vaccine news and a new US presidency in 2021, Endre Pedersen, Chief Investment Officer, Fixed Income, Asia ex-Japan, shares his views on how these developments, alongside the region’s diversified economic growth, resilient credit performance and a weakening US dollar, combine to offer diverse investment opportunities and relatively attractive nominal and real yields.
Finally, Endre considers the case for Asian fixed income to be seen as a standalone asset class rather than part of an Emerging Markets fixed income allocation.
Endre Pedersen, Chief Investment Officer, Fixed Income, Asia ex-Japan – Manulife Investment Management
Following the challenges and turmoil of 2020, a year that saw unprecedented fiscal and monetary stimulus in response to the Covid-19 pandemic, we believe Asian fixed income is set to shine this year.
Against a backdrop of positive Covid-19 vaccine news and a new US presidency in 2021, Endre Pedersen, Chief Investment Officer, Fixed Income, Asia ex-Japan, shares his views on how these developments, alongside the region’s diversified economic growth, resilient credit performance and a weakening US dollar, combine to offer diverse investment opportunities and relatively attractive nominal and real yields.
Finally, Endre considers the case for Asian fixed income to be seen as a standalone asset class rather than part of an Emerging Markets fixed income allocation.
The macro picture and the Fed's next move. The EU and emerging markets. Sustainable investing and the future of carbon markets. Get our views of the markets from every angle.
Ronald Chan, CFA, CIO, Equities, Asia ex-Japan | Kai-Kong Chay, CFA, Senior Portfolio Manager, Greater China Equities
With many countries and regions in Asia gradually easing their COVID-19 restrictions and resuming work, is now the time for investors to review their portfolios? If so, what are the investment themes that will drive Asian and Greater China markets? In this webinar, you can find out what Manulife Investment Management’s experts think will happen next and where we believe investment opportunities lie in Asian markets. We explore the three crucial trends in Asia right now: more digital, more debt, and less global. We also examine the advantages of investing in North Asia.
Endre Pedersen, CIO, Fixed Income, Asia ex-Japan | Fiona Cheung, Head of Credit, Asia
With many countries and regions in Asia gradually easing their COVID-19 restrictions and resuming work, is now the time for investors to review their portfolios? If so, what are the investment themes that will drive Asian and Greater China markets? In this webinar, you can find out what Manulife Investment Management’s experts think will happen next and where we believe investment opportunities lie in Asian markets. Hear from our speakers why Asian bonds, which have high credit quality, is an increasingly attractive asset class.
Christopher Conkey, Global Head of Public Markets, Manulife Investment Management
The COVID-19 pandemic caused massive economic and market dislocations in the first quarter of 2020. Manulife Investment Management’s senior global investment professionals share their perspectives on the longer-term outlook for the disease and the related economic and market impacts.
Hear from our experts:
Christopher Conkey, Global Head of Public Markets, Manulife Investment Management
Steve Slaughter, Managing Director and Portfolio Manager, Global Health Care Strategy
Frances Donald, Global Chief Economist & Global Head of Macroeconomic Strategy
Nathan Thooft, Senior Managing Director, Head of Global Asset Allocation
Over the past decade, the Asian fixed income universe has benefited from significantly improved
economic fundamentals and has grown to become one of the largest regional bond markets in the
world, supported by institutional, regulatory and infrastructure reforms.
Neal Capecci, Portfolio Manager, Fixed Income, Pan-Asia Bonds, shares his views on how these
developments, alongside the manifold sources of growth and the region’s increasingly accommodative
monetary policy, have created a quality, liquid, standalone market, which offers attractive real yields
and diverse investment opportunities.
Finally as the year draws to a close, Neal will look ahead to 2020 and consider the prospects and
challenges the new year may bring.
Neal Capecci, CFA, Managing Director, Portfolio Manager, Asian Fixed Income
Neal Capecci, portfolio manager, Asian fixed income, addresses some topical themes relating to Asian bonds and what makes the Asian fixed-income space stand out right now in a global context
Webinars and Videos for Institutional / Professional Investors
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Adjusting to a world with COVID-19: Market and economic impactsChristopher Conkey, Global Head of Public Markets, Manulife Investment Management[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]61 mins