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in*vest*ments: Unplugged with Philip Petursson

in*vest*ments: Unplugged

An insightful & lively Podcast with your host Philip Petursson, Chief Investment Strategist, Manulife Investments. (Intended for Advisor Use Only)

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Episode 16: Anatomy of a Recession. Listen on.
May 13, 2019
When will we see the next recession? Very few get it right. But, there are key predictive indicators. Join Philip Petursson, Chief Investment Strategist and Kevin Headland, Senior Investment Strategist as they discuss their “Recession Checklist”. Listen on.

Episode 15: The Good, The Bad and The Unexpected.
May 2, 2019
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 investors? Coming back for another appearance, Charles C. Tomes, Associate Portfolio Manager, Global Multi-Sector Fixed Income Team, Manulife Asset Management (US) LLC joins Philip Petursson, Chief Investment Strategist, and Kevin Headland, Senior Investment Strategist, to discuss his strategies and views in responding to the changing interest rate environment.

Episode 14: Why a Bull & Bear and not an Elephant & Ostrich? Why gold coins as a wedding gift and not copper ones?
March 18, 2019
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.

Why has gold been revered across cultures throughout human existence? Why a Bull and Bear to describe the market’s sentiment? Why is a 60% equity / 40% fixed income asset mix the global standard for asset allocation? What makes the United States the world’s largest and powerful economy?

Join Philip Petursson, Chief Investment Strategist in a lively discussion with Macan Nia, Senior Investment Strategist as they explore these financial truisms.

Episode 13: Seeking the potential to outperform the MSCI World? You need to be different.
February 25, 2019
Learn how thematic investing has opened a different and broader investment universe that lends itself exceptionally well to active management.

Join Philip Petursson, Chief Investment Strategist, in a lively discussion with Pictet Asset Management, a global leader in thematic investing. Special guests from Pictet are; Gertjan Van Der Geer, Senior Investment Manager, Thematic Equities Team and Jean-Pierre Gemme, Senior Business Development Manager.

Together, they discuss global megatrends, conversion into investable themes and ultimately the portfolio construction which includes selecting equities through a lens of “thematic purity” and strong business fundamentals.

Episode 12: When valuing companies, cashflow is king
January 24, 2019
Investment professionals use a variety of traditional measures to value companies, such as PE ratio, Price-to-book value, Price-to-sales, and Enterprise value to EBITA. But are they accurate? In this episode, Philip Petursson, Chief Investment Strategist, speaks with Patrick Blais, Senior Portfolio Manager, co-head of the Canadian Fundamental Equity team, Manulife Asset Management, who views valuing companies differently. He has often said, “company earnings can be potentially fictional whereas cashflow is real”. Is there a right measure? Listen on.

Episode 11B: 2019 Outlook – Travel with Caution, not fear – Part 2
January 18, 2019
The Capital Markets & Strategy team conclude their two-part series with a focus on WYNTK for International Equities, Fixed Income and the Canadian Dollar in 2019. Philip Petursson, Macan Nia and Kevin Headland ends this episode with their individual 2019 fearless forecast. Listen on.

Episode 11A: 2019 Outlook - Travel with Caution, not fear
January 14, 2019
In 2018, equities and fixed income can be summed up as being “frustratingly disappointing”. There was nowhere to hide. So, is it so bad, that it’s actually good? Listen on as Philip Petursson, Macan Nia and Kevin Headland, provide their insights on last year’s retail investor capitulation, and how that may set up new opportunities for 2019.

Episode 10B: Bonds. A long term affair – Part 2
January 9, 2019
Our fascination with bonds continues in our last episode of a two-part series. Bonds can come in many different forms, ranging from CMBS, sovereign debt and even “Bowie bonds”. Join Philip Petursson, Chief Investment Strategist with special guests, Dan Janis, Senior Portfolio Manager and Charles Tomes, Associate Portfolio Manager, Global Multi-Sector Fixed Income, Manulife Asset Management (US) LLC in a deep dive into how they make investment decisions when so many bond structures are available.

Episode 10A: Bonds. A long term love affair.
December 19, 2018
Bonds or debt has been around for over 1,000 years. Throughout its history, bonds have built empires but left unchecked, spiraling debt has crippled governments. In a special two-part episode, join Philip Petursson, Chief Investment Strategist and John Addeo, Chief Investment Officer, Global Fixed Income, Manulife Asset Management (US) LLC in a deep dive into the world of bonds.

Episode 9: Quotes to Live By
November 9, 2018
“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 favourite quotes, and come up with some original ones to live by during periods of volatility, uncertainty and ambiguity.

Episode 8b: Up, down, sideways?
October 4, 2018
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 continue a conversation with our Asset Allocation experts to get their perspective on equity opportunities for next year.

Episode 8: Fixed Income: The worst is behind us.
October 4, 2018
Since the U.S. 10-year yield hit its low of 1.37% in July of 2016, it has jumped 185 bps to a high of 3.25%. Although we may still see a move higher, we would suggest that from a magnitude perspective that the worst is behind us.

Episode 7: I Love Me A Big Bowl Of Risks, A Bowl Of Speculation – No Thanks!
August 15, 2018
In most cases given the option humans will choose an unknown risk over uncertainty except when it comes to investing. Investors rather react to uncertainty than the known risks and this behavior is the biggest mistake they take. What does Lotto 649, Funerals and Apple tell us about the differences between risk and uncertainty? Featuring Duncan Anderson, Senior Managing Director & Senior Portfolio Manager, Value Equity Team, Manulife Asset Management.

Episode 6: Risk is in the Eye of the Beholder
July 30, 2018
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 depends on whom you ask. Join us as we discuss what is risk, how it can be measured, and does it really matter? Featuring Alan Wicks, Senior Managing Director & Senior Portfolio Manager, Value Equity Team, Manulife Asset Management.

Episode 5: Collecting Vs. Investing Vs. Speculating – What Are The Differences?
July 9, 2018
The Dutch Tulip Craze, Beanie Babies, a $450 million Leonardo da Vinci or Comic Books, should they be recognized as collections? Investments? Or Speculation?
Join us as we discuss these and other phenomena that challenge the idea of what an investment is…

Episode 4: Not all ETFs Are Created Equally – Do You Know the Differences?
May 8, 2018
From Obesity ETFs to Marijuana ETFs, last year ETFs saw record growth and took in over $460 billion globally, growth of nearly 60% relative to 2016. ETFs have hit the mainstream leading to nearly $4.5 trillion in global ETF assets. Not all ETFs are created equally. We discuss what has historically proven to be a winning investment strategy in this very crowded space.

Episode 3b: Views on U.S. Equities and Global Fixed Income from our Investment Strategists and Portfolio Managers
SPECIAL GUESTS from Manulife Asset Management (U.S.) LLC:

  • John Addeo, Global Fixed Income Chief Investment Officer
  • Sandy Sanders, Senior Portfolio Managers, U.S. Core Value Equity
  • Thomas Goggins, Senior Portfolio Manager, Global Multi-Sector Fixed Income

Episode 3a - Views on Canada from our Investment Strategists, Portfolio Managers and Senior Economist
SPECIAL GUESTS from Manulife Asset Management:

  • Terry Carr, Chief Investment Officer of Canadian Fixed Income
  • Duncan Anderson & Chris Hensen, Senior Portfolio Managers, Manulife Value Equity Team
  • Frances Donald, Senior Economist

Episode 2 - Asset Allocation: Allocating capital where it will be treated the best  
February 5, 2018
Learn about James Robertson’s “outcome oriented” approach to asset allocation. Building the portfolio’s core holdings with the best risk adjusted return, while adding a short term opportunistic approach for additional returns or de-risking the overall portfolio.

Episode 1 - 2018: a year of Dead Calm, completely still water with no wave or wind?  
January 5, 2018
Welcome to in*vest*ments: Unplugged, a new podcast hosted by Philip Petursson, Manulife’s Chief Investment Strategist. In his first episode, Philip talks to Macan Nia & Terry Carr, who share their outlook for 2018, and what a rising interest rate environment could mean for investors.

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