Podcasts about canadian finance

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Best podcasts about canadian finance

Latest podcast episodes about canadian finance

Lately
Why are we so nostalgic for Y2K?

Lately

Play Episode Listen Later Feb 28, 2025 32:44


Lately, we're feeling nostalgic for the Y2K era. The glitter-slathered techno-optimism of the millennial moment continues to shape our darker present. Our guest, author Colette Shade, has written a 2000s nostalgia fest. Y2K: How the 2000's Became Everything (Essays on the Future That Never Was) is a memoir and a cultural critique of an optimistic era that ended with a financial crash. She joins the show to talk about the end of history, inflatable furniture and chatroom usernames.Also, Vass and Katrina wear butterfly clips and Ugg boots in the snow. Subscribe to the Lately newsletter, where the Globe's online culture reporter Samantha Edwards unpacks more of the latest in business and technology.Find the transcript of today's episode here.We'd love to hear from you. Send your comments, questions or ideas to lately@globeandmail.com.

Investments Unplugged
Episode 102: Outlook 2025—gearing up for the year ahead

Investments Unplugged

Play Episode Listen Later Dec 17, 2024 40:40


The festive holiday season is upon us and what better time than now to reflect and prepare for the road ahead. Don't miss out on this unique opportunity to hear from Kevin and Macan as they look to 2025 and share their thoughts on equity and fixed income developments. Will equity fundamentals continue to be a defining theme in the new year? What role will security selection and duration management play in the fixed income space? Tune in to the year's last episode of Investments Unplugged, as our experts delve into their base case, bull case and bear case scenarios for 2025. This is one episode you just can't miss. Be sure to tune in! Intended for Investment Professionals, investors should connect with their financial advisor for more information.

Improve the News
Deadly Mayotte Storms, Canadian Finance Minister Resignation and Scholz Confidence Vote

Improve the News

Play Episode Listen Later Dec 17, 2024 32:36


Thousands are feared dead after Cyclone Chido pounds Mayotte, Canada's finance minister resigns, German Chancellor Olaf Scholz loses a confidence vote, Israel says it will increase settlements in the Golan Heights, Serbian police are accused of spying on opponents and journalists, SoftBank pledges to invest $100B in US technology projects, A UK lawmaker warns that a Chinese spy who befriended Prince Andrew is just 'the tip of the iceberg,' New York confirms plans to deploy radar drone-detection systems, Trump wins $15M in an ABC News defamation case, Bitcoin surges to a new all-time high of over $106K, and Trump says he'll push to end daylight saving time. Sources: https://www.verity.news/

Investments Unplugged
Episode 100: Achievement unlocked—looking through the rearview mirror

Investments Unplugged

Play Episode Listen Later Nov 8, 2024 36:52


Here we are—100 episodes and 7 years later! This truly is a remarkable milestone for our Investments Unplugged podcast, which has seen roughly 86,000 downloads since the pilot episode aired all those years ago. In this month's celebratory episode, we get up close and personal with our dynamic hosts and Co-Chief Investment Strategists: Kevin Headland and Macan Nia. Take a trip down memory lane as they reflect on their careers and offer valuable insight to aspiring young investment professionals. Considering a career in markets or investing? Think you could benefit from the lessons they've learned over the years? Tune in as Kevin and Macan look through the rearview mirror and commemorate their 100th episode. This is one episode you just can't miss. Be sure to tune in!

Unconventional Wisdom
Your FREE passes: See my talks at the #1 online event – Canadian Financial Summit 2024

Unconventional Wisdom

Play Episode Listen Later Oct 17, 2024 4:31


The online Canadian Financial Summit is coming up the week of October 25-27. It's the #1 personal finance event of the year. As a reader of the Unconventional Wisdom blog, here are your FREE passes for a limited time. With these FREE passes, you can watch all the talks for 48 hours. I'll be one of the speakers again this year with three talks (see below), and I'll be joined by over 35 other Canadian personal finance and investing experts such as Rob Carrick from the Globe & Mail and Ellen Roseman former Toronto Star columnist. Where else will you find all these experts in one place? With your FREE pass, each morning, all the talks for the day will be available to you for 2 days. If you want to access them forever, you can purchase an All Access Pass for $99. My three talks are: Friday, October 25: 7 Best Ideas to Optimize the Smith Manoeuvre The Smith Manoeuvre allows you to convert interest on your mortgage to tax-deductible over time and save for your retirement without using your cash flow, but not many people know about it. Ed Rempel is a fee-for-service financial planner and tax accountant with the best ideas on how to optimize the Smith Manoeuvre. Saturday, October 26: How to Easily Outperform Financial Advisors, Robo-Advisors & Index Investors Many Canadians use financial advisors, robo advisors or invest on their own with index funds. However, there might be an easy way to outperform them all. Ed Rempel is a fee-for-service financial planner and tax accountant with how this is possible. Sunday, October 27: Retiring Right Before, or during, a recession – Debunking Sequence of Returns Risk Many older Canadians fear retiring right before a recession. Ed Rempel, a fee-for-service financial planner and tax accountant who will discuss how you can create a reliable and maximum retirement income for yourself for your golden years. Some more info about the talks: Watch my 3 talks any time in a 2-day period for FREE. It's 100% online so you can stream all the talks right from your computer/tablet/phone. You don't need to go anywhere or buy anything. You can forward this to any of your friends to give them a FREE ticket. See you at the Summit!  Here is a LINK to get your passes. Ed

Investments Unplugged
Episode 99: Gearing up for the final stretch of 2024—Market Insights Monthly special edition

Investments Unplugged

Play Episode Listen Later Sep 27, 2024 26:56


Children are heading back to the classroom for yet another school year. What better time than now to reinforce our portfolios with lessons learned from our early childhood? This month, our Co-Chief Investment Strategists Kevin Headland and Macan Nia address economic concerns, equities and fixed income developments, and the art of managing volatility—all through the lens of some our favourite children's classics. Get ready to revisit some of your favourite childhood gems and gear up for the final stretch of 2024 with this truly unique perspective on markets. Don't miss out on this podcast episode.

Investments Unplugged
Episode 98: All-caps in focus —Market Insights Monthly special edition

Investments Unplugged

Play Episode Listen Later Sep 9, 2024 35:58


The dog days of summer are over, and volatility is back with a vengeance. In just a short period of time, we've dealt with a messy unwinding of carry trades, shifts in Fed policy, and material developments on the U.S. presidential front. How has this clouded the bigger picture? Don't miss out on an opportunity to go behind-the-scenes with Sandy Sanders, our Senior Managing Director, and Portfolio Manager of the Manulife U.S. All Cap Equity Fund. In an interactive discussion moderated by our Co-Chief Investment Strategist Macan Nia, Sandy chimes in on everything from the U.S. economy to the ongoing A.I. frenzy, U.S. elections and rotations across market capitalizations. Tune in to our new episode to learn more.

Investments Unplugged
Episode 97: Looking to power your income portfolio? —Market Insights Monthly special edition

Investments Unplugged

Play Episode Listen Later Aug 28, 2024 26:36


Unruly markets, unpredictable interest rates and a possible resurgence in inflation—are all your income options on the table? In this podcast episode, we sit down with our newly appointed Head of Specialists and former Director of ETFs and Alternatives , Rob Wernic. In this interactive discussion, Rob underscores the need for alternative income investments, outlining the key differences between traditional income solutions and our new Manulife Smart Enhanced Yield ETFs. Tune in to our new episode to learn more.

Investments Unplugged
Episode 96: Getting down to fundamentals—Market Insights Monthly special edition

Investments Unplugged

Play Episode Listen Later Jul 23, 2024 26:02


Are you inundated with stories? One of the most important rules when making investment decisions is to avoid getting caught up in headlines. In this podcast episode, we chat with our very own Senior Portfolio Manager, Fundamental Equity Patrick Blais about the importance of blocking out the noise and making fact-based investment decisions. With an investment process that highlights cash flow as the real driver of economic value, Patrick and his team look to uncover the best ideas at attractive valuations. Tune into our new episode to learn more.

Investments Unplugged
Investing, happily, ever after—is your portfolio set for a fairytale ending? (Part 2)

Investments Unplugged

Play Episode Listen Later Jul 2, 2024 26:19


In part two of our happily, ever after series of Investments Unplugged, we continue to compare timeless tales to the current markets. In this conversation, we provide our updated outlook on bonds and discuss the outcome of global central banks starting their easing cycles. Tune into our new episode to learn more.

Investments Unplugged
Episode 95: Investing, happily, ever after—is your portfolio set for a fairytale ending?

Investments Unplugged

Play Episode Listen Later Jun 14, 2024 28:11


What comes to mind when we think of fairytales? Fairytales are a means to teach children about opportunities, risks, and how to navigate a complex world. While they usually end happily ever after, the path to get there is usually riddled with challenges. In part one of this two-part series of Investments Unplugged, we look at the economy and equity markets through a fairytale lens. We pay particular attention to how children's classics are relatable to managing risks and uncovering opportunities in the current investment landscape. Tune into our new episode to learn more.

Investments Unplugged
Episode 94: Explore the alternative route to your financial destination—Market Insights Monthly Special Edition

Investments Unplugged

Play Episode Listen Later May 31, 2024 39:30


Strengthen your defence and sharpen your offence with Manulife liquid alternatives. Join us as we unveil our two new alternative fixed-income solutions. Hear from the lead portfolio managers of these strategies Chris Chapman and Roshan Thiru as they outline their investment approaches and delve into the key differentiators that set their teams apart. Tune into our new episode to learn more.

Investments Unplugged
Episode 90: Darkest before dawn—are investors nearing an inflection point?

Investments Unplugged

Play Episode Listen Later Feb 28, 2024 46:17


Make no mistake about it, the economy is dealing with its fair share of challenges. But are there bright spots ahead? In this podcast episode, we sit down with our Global Chief Economist and Strategist Frances Donald, as she weighs in on the macro forces at play in 2024. Will global growth decline? Will central banks respond with rate cuts? For all this and more, tune in to Investments Unplugged.

Mornings with Simi
Full Show: Faster than the speed of light, Car theft crisis in Canada & A safe consumption site in Canada

Mornings with Simi

Play Episode Listen Later Feb 12, 2024 65:25


Seg 1: What would happen if you travelled faster than the speed of light? As we know, objects with mass, like spaceships, cannot travel faster than the speed of light. But what if they could? Where could we go? What would we see? How would that even work? Guest: Dr. Ethan Siegl, Astrophysicist and Author of "Starts with a Bang!" Seg 2: The best and the worst of the Superbowl From the actual game, to the commercials and celebrity sightings, Scott and Simi break down their favourite parts of the Superbowl. Guest: Scott Shantz, CKNW Contributor Seg 3: View From Victoria:  It has been three weeks since Ottawa announced a 35% cut in international students. BC is still trying to work out what it means for the province. We get a local look at the top political stories with the help of Vancouver Sun columnist Vaughn Palmer. Seg 4: Is social media glamorizing organized crime? There is a trend on TikTok glorifying the idea of being a mob wife. These videos depict women as being incredibly fashionable and glamorous, but also as passive onlookers who are not affected by the serious issues of violence and illegal wealth associated with organized crime. Guest: Dr. Felia Allum, Professor of Comparative Organized Crime and Corruption at the University of Bath Seg 5: Technology is making it easy to be a thief When was the last time you were the victim of a crime? Thieves are using a device called a flipper zero which is like a hackers swiss army knife and costs under $200. Guest: Scott Shantz, CKNW Contributor Seg 6: How did car thefts become a Canadian crisis? According to ICBC, there were 6,156 catalytic converter thefts in British Columbia in 2022, with over 5,100 in the Lower Mainland area. Guest: Michael Rothe, President and CEO of the Canadian Finance and Leasing Association Seg 7: Should Richmond have a safe consumption site? Richmond City Council's recent decision to establish a supervised consumption site at Richmond Hospital has stirred strong reactions within the community. Guest: Kash Heed, Solicitor General of British Columbia and Richmond City Councillor Seg 8: What does it mean to be a Black-Canadian? In his memoir, Campbell refutes the notion of a singular Black experience in Canada. He stresses on the multiculturalism within the Black community and urges to recognize the various narratives and origins that together shape the wider concept of being Black in Canada. Guest: Morgan Campbell, Sports Broadcaster and Author of "My Fighting Family: Borders and Bloodlines and the Battles that Made Us” Learn more about your ad choices. Visit megaphone.fm/adchoices

Mornings with Simi
How did car thefts become a Canadian crisis?

Mornings with Simi

Play Episode Listen Later Feb 12, 2024 9:18


According to ICBC, there were 6,156 catalytic converter thefts in British Columbia in 2022, with over 5,100 in the Lower Mainland area. Guest: Michael Rothe, President and CEO of the Canadian Finance and Leasing Association Learn more about your ad choices. Visit megaphone.fm/adchoices

Ontario Today Phone-Ins from CBC Radio
A car is stolen once every 6 minutes in Canada.

Ontario Today Phone-Ins from CBC Radio

Play Episode Listen Later Feb 5, 2024 24:06


Auto theft has grown exponentially across the country. So how can car owners protect themselves? President and CEO of the Canadian Finance and Leasing Association, Michael Rothe joins Ontario Today.

Investments Unplugged
Episode 89: A look ahead to 2024—addressing your unanswered questions (part 2)

Investments Unplugged

Play Episode Listen Later Jan 24, 2024 33:33


Episode 89: A look ahead to 2024—addressing your unanswered questions (part 2) After patiently waiting for many months, signs that our fixed income outlook may be coming to fruition emerged at the end of last year. But what can we expect in 2024? In part 2 of our podcast episode, we focus on answering your frequently asked questions on fixed income. Are inflation risks behind us? Where are yields going? Are central banks done with their rate hikes? For all this and more, tune in to our new podcast episode.

Investments Unplugged
Episode 89: A look ahead to 2024—addressing your unanswered questions

Investments Unplugged

Play Episode Listen Later Jan 15, 2024 43:00


With 2024 in full swing, what's our take on equities and bonds? Rather than sharing our views in our usual way, we've adopted a Q&A format to respond to some of the more pressing questions we've been getting on the road. Where's the economy headed? What are some of the main challenges for markets in the new year? To get your questions answered, tune in to our new podcast episode.

Investments Unplugged
Episode 88: Watching our bond scenario unfold: ready for phase 2?

Investments Unplugged

Play Episode Listen Later Dec 1, 2023 33:02


Consumer exhaustion is kicking in, yields have come down, and the economy is beginning to show signs of slowing. Since outlining our three-themed bonds outlook, we're finally getting an indication that it's coming to fruition. As we get ready to transition to phase 2 (“duration is your friend”), investors could embrace longer duration on expectations that yields will fall further and the economy will continue slowing. Will the headwinds that impacted bonds as yields rose become tailwinds when yields fall? For all this and more, tune in to our new podcast episode.

Money Stuff With Moms
Ep 52 Saving for a home with the *NEW* FHSA

Money Stuff With Moms

Play Episode Listen Later Nov 24, 2023 14:40


In this episode, we delve into the exciting realm of real estate as we discuss the recently introduced First Home Saving Plan. Breaking down the key features and benefits of this innovative savings initiative, providing valuable insights for first-time homebuyers navigating the path to homeownership. Tune in!  

money saving invest fhsa canadian finance
Unconventional Wisdom
Beware of Nice Advisors

Unconventional Wisdom

Play Episode Listen Later Nov 17, 2023 23:52


I've talked with thousands of Canadians that will not have the life they want because their advisor gave them bad advice. Why do they stick with their advisor? I've heard it over and over again. They say: “because he's a nice guy”. The advice here is, you need a competent advisor & real advice, not a nice advisor. A competent advisor might be really great to work with too, but this is the type of advice you need, so you should beware of who you trust with your finances. In my latest podcast episode I give you ideas on how to discover if you're currently working with a “nice” advisor, and what type of financial advice you really need for a successful and secure retirement.  Listen to find out: How does a “nice” advisor kill your financial future? Signs you got caught up in the “nice” advisor trap. What's wrong with staying with a nice advisor? Why don't advisors give real advice? What is real advice? Why does everyone need a Financial Plan? Top 4 reasons for not getting a financial plan. Benefits of having a financial plan.    

Investments Unplugged
Episode 87: Under the microscope: looking closely at a potential recession

Investments Unplugged

Play Episode Listen Later Oct 10, 2023 28:22


Episode 87: Under the microscope: looking closely at a potential recession Recession—it's a word that continues to dominate the minds of investors and economic scientists alike. We hear about it so often, it sometimes seems like our expectations and concerns magnify. Yet, there could be important information that some people don't see. Let's focus the lens a little and scrutinize some of the financial details. • What's a soft or hard landing, and can we expect one or the other? • Why has a potential recession been delayed? • Does the economic data tell us whether a recession is inevitable? • How will the anticipation of a potential recession continue to affect the markets? Zoom in for a better view.

The Mike Smyth Show
Auto theft is on the rise in Canada

The Mike Smyth Show

Play Episode Listen Later Sep 15, 2023 13:36


Guest: Michael Rothe, President and CEO of Canadian Finance and Leasing Association Learn more about your ad choices. Visit megaphone.fm/adchoices

Mornings with Simi
Car thefts are on the rise in Canada

Mornings with Simi

Play Episode Listen Later Sep 8, 2023 8:07


Why are car thefts spiking in Canada? Guest: Michael Rothe, president and CEO of the Canadian Finance and Leasing Association Learn more about your ad choices. Visit megaphone.fm/adchoices

ceo canada theft canadian finance
Mornings with Simi
Full Show: Being born in space, Cannabis and Cars & Living away from the internet

Mornings with Simi

Play Episode Listen Later Sep 8, 2023 57:50


Seg 1: SpaceBorn United, a Dutch company, is working on addressing the challenge of human reproduction in space as part of space exploration endeavors. Guest: Dr. Egbert Edelbroek, CEO of SpaceBorn United B.V. Seg 2: View From Victoria: The BC Greens have announced their deputy leader in retired heart surgeon Dr. Sanjiv Gandhi. We get a local look at the top political stories with the help of Rob Shaw, Political Correspondent for CHEK News.  Seg 3: Are employment opportunities becoming more accessible in BC? Guest: Jagrup Brar, BC's Minister of State for Trade Seg 4: Why are car thefts spiking in Canada? Guest: Michael Rothe, president and CEO of the Canadian Finance and Leasing Association Seg 5: The Traffic Injury Research Foundation has released a report on recreational cannabis consumption spaces in Canada, and the numbers are not great. Guest: Robyn Robertson, President and CEO of the Traffic Injury Research Foundation Seg 6: Kickin' it with The Caps: Guest: Vanni Sartini, Coach of the Vancouver Whitecaps Seg 7: Show contributor scott shantz has been looking into what life would be like without the internet, and recently spoke with professor and author Aron Rosenberg, who actually spent an entire year offline. Guest: Aron Rosenberg, Lecturer in the Department of Integrated Studies in Education at McGill University and Author of Jacking Out: A Journal of a Year Spent Offline Learn more about your ad choices. Visit megaphone.fm/adchoices

Investments Unplugged
Episode 86 - Back to school—studying three investment themes

Investments Unplugged

Play Episode Listen Later Sep 7, 2023 39:20


School has started once again. And while students return to their classrooms and books, investors' minds turn to their portfolios, the economy, and the markets. But there's so much to learn when it comes to managing your investments. So, what subjects have currently reached the forefront for the Capital Markets Strategy Team? Three key investment themes are at the top of the class right now: • Prepare for near-term equity volatility amidst uncertainty. • Buying bonds is one thing; buying the right bonds is another. • Position your portfolios for tomorrow, not just today. There's the bell! Let's listen in.

Investments Unplugged
Episode 85: In the spotlight—A.I. and interest rates

Investments Unplugged

Play Episode Listen Later Jun 20, 2023 32:15


Many topics waltz across the minds of investors. They twirl through our thoughts and sometimes step on our toes. Two things have been leading us lately: the rise of artificial intelligence (A.I.) and its role in the markets, and the recent surprise Bank of Canada interest rate hike. We won't dance around the subjects—there are relevant inquiries that we need to address: • Has A.I. played a role in what the S&P 500 Index been experiencing this year? • Are we seeing a replay of the 1990s dot-com bubble? • Why did the recent interest rate increase happen, and will it happen again? • How much of the current economic situation can monetary policy control? • What are the investment implications? Let's glide gracefully over the investment floor to answer these questions.

ON Point with Alex Pierson
New report finds a vehicle is stolen every six minutes across Canada

ON Point with Alex Pierson

Play Episode Listen Later Jun 19, 2023 10:33


Host Alex Pierson speaks with Michael Rothe, CEO and President of the Canadian Finance and Leasing Association. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investments Unplugged
Episode 84: Recurring tides—market questions that regularly roll in

Investments Unplugged

Play Episode Listen Later May 31, 2023 25:58


Every so often, we find ourselves swimming in a sea of similar-sounding questions about what's affecting or going to affect the markets. These inquiries come around on a regular basis, but do they hold any water when it comes to our investments? We brave the waves, look at some of these recurring questions, and ask, “As investors, do we care about this?” • U.S. debt ceiling discussions • Sell in May and go away investment strategy • periodic market rallies • seasonal market volumes Let's dive in and see what's beneath the surface.

Money Stuff With Moms
Ep 26: SAVING FOR KIDS EDUCATION

Money Stuff With Moms

Play Episode Listen Later May 27, 2023 34:29


Personal finance is personal: Personal finance is unique to each individual and what works for one person may not work for another.

Investments Unplugged
Episode 82: A.I.—far-reaching or far out?

Investments Unplugged

Play Episode Listen Later Mar 23, 2023 37:05


Star Trek, 2001: A Space Odyssey, The Terminator, Blade Runner, The Matrix—artificial intelligence (A.I.) has been a recurring science fiction theme for decades. But in fact, A.I. has come to the forefront of many discussions around scientific advances. Robotics, deep-learning models, smart cars, ChatGPT, and so on—where is this technology headed? We look at some of the applications of A.I.: • caring for the elderly by using sympathetic robots • using facial recognition software as the main way to identify you • improving customer experience with personalized algorithms • benefitting from AI—areas that may be worth watching … and more. What we can do with A.I may be nearly unfathomable. Maybe we'll even create artificially intelligent chocolate chips someday—they'd make one smart cookie.

Investments Unplugged
Episode 81: All that glisters is not gold—why bonds may be better than GICs

Investments Unplugged

Play Episode Listen Later Feb 8, 2023 20:32


To bond or not to bond? That is the question. Whether ‘tis nobler in the mind to invest in bonds or guaranteed interest certificates (GICs) preoccupies many investors. Where would William Shakespeare put his money and why? Who knows? But we have reasons for believing bonds may be the better option for today's investors: • Looking back over past performance of Canadian bonds, they usually outperform GICs. • Historically, the outperformance of Canadian bonds is sizably higher than GICs per year. • Reinvestment risk could give lower returns from GICs. There are more things in bonds and GICs than are dreamt of in your philosophy—let's discuss them.

Investments Unplugged
Episode 80: 2023 market outlook—what the signals are telling us

Investments Unplugged

Play Episode Listen Later Jan 18, 2023 32:55


A new year has arrived. Many investors are breathing a collective sigh of relief that 2022 is done and are looking for indicators of better investment opportunities and returns in 2023. Financial needles point toward shifting economic conditions, but what types of changes will we see? • What are we looking at to help determine what the coming year may bring? • Will a recession happen? How bad could it be? • Where is inflation going? And what will central banks do in response? • Does it look like market volatility is settling down? • Are equities or fixed income looking more attractive? Gauging the markets isn't an exact science. But the more we learn, the more likely we'll recognize the signs.

Investments Unplugged
Episode 79: Out of the hospital—three opportunities for fixed-income investors

Investments Unplugged

Play Episode Listen Later Jan 3, 2023 39:27


Cold and flu season struck and early and hard in 2022. It has also been a somewhat sick time in the markets this past year. Could 2023 give investors a chance to start easing the sniffles, coughs, aches, and pains of the volatility we've experienced? Let's use our stethoscopes and thermometers to examine three phases of potential opportunity in bonds moving forward: • the sweet spot—bond yields • duration is your friend—longer-duration and higher-quality fixed-income instruments • take on risk—when markets have fully priced in a recession Hot tea with lemon, a warm blanket, and a good investment strategy—just a few things that can make you feel better about your road to recovery.

Investments Unplugged
Episode 78: Lessons learned—a conversation with Dan Janis

Investments Unplugged

Play Episode Listen Later Dec 6, 2022 41:16


This special episode features a discussion with our soon-retiring colleague and friend, Dan Janis, Co-Head of Global Multi-Sector Fixed Income at Manulife Investment Management. We get insights into Danny's life, career, and team, and what he's discovered about being a good advisor and sound money manager. • What has Dan learned about managing investments during his professional career? • Is there something Dan wishes he could tell his 10-year-old self, given the opportunity? • Which key skills should an advisor develop? • What's the best thing advisors can do for their clients? Retirement isn't the end of the road, it's the beginning of the open highway.

Investments Unplugged
Episode 77: Eyeing the bond markets

Investments Unplugged

Play Episode Listen Later Nov 9, 2022 31:21


Episode 77: Eyeing the bond markets Unusually painful performance in fixed-income investments this past year seems to be blurring investors' vision. We see potential opportunity in current and future economic conditions. Is fixed income worth a second look? Let's turn our sight to some financial factors related to bonds: • how a recession can affect the fixed-income market • where we are in the current bear market cycle • U.S. Federal Reserve's interest-rate cycle to combat inflation • historical relationship between bonds and equities • yields vs returns … and more. And why are some people eyeballing used cars lately?

Investments Unplugged
Episode 76: Back to (still in) investment school

Investments Unplugged

Play Episode Listen Later Sep 22, 2022 35:32


For children, school has begun again. For investors, school is never really out. What subjects should you pay attention to? Will the bell ring to end to the unexpected market volatility of 2022? Our resident Capital Markets Strategy instructors have written some relevant topics on their chalkboard. They cover: • rising inflation and interest rates • economic slowdown • earnings being priced into the markets • possibility of a recession • investing over the coming months And in this episode, we introduce a new segment on what's making recent media headlines. Class is in session.

Investments Unplugged
Episode 75: On the road again, and answering some top-of-mind questions

Investments Unplugged

Play Episode Listen Later Aug 9, 2022 36:55


With in-person interactions once again becoming the norm, this summer, the Capital Markets Strategy team has been criss-crossing the country, meeting with advisors and clients, and speaking at events. We're truly enjoying the face-to-face interaction and responding to inquiries from people we meet. Wherever we go, some common questions are popping up—questions like: • Has weak market performance already been priced in? • How does the second half of 2022 look when compared to historical downturns? • Will we see a recession, and when? • How do bear markets play out over time? Let's delve into these and other questions we've been getting.

Investments Unplugged
Episode 74: Bears come in two sizes: big bears and baby bears

Investments Unplugged

Play Episode Listen Later Jul 6, 2022 35:34


Bear markets aren't new—15 have happened since 1950—and some have been worse than others. What's happening with the current economy and market volatility, and when will it change? Previous selloffs and downturns may hold a clue to what we can expect for the rest of 2022. We take a look at: • what we can learn from past bear markets • the chance of a recession • effects of inflation and central bank actions • bond yields and opportunities • options investors may have to rebalance their portfolios. Bears of all sizes appear … but how long do they hang around?

Investments Unplugged
Episode 73: The bumpy bond road

Investments Unplugged

Play Episode Listen Later Jun 24, 2022 25:52


Fixed-income markets have been going down a rocky road so far in 2022. Are we in for a continued rough ride? Or will the dirt path become a smoother highway for bonds in the near future? Roshan Thiru, Head of Canadian Fixed Income at Manulife Investment Management, joins the Capital Markets Strategy team to discuss: • bond activity and yields • what to look for with fixed-income investments • record-high inflation and its effects • maintaining a balanced portfolio … and more. Buckle up.

Investments Unplugged
Episode 72: When bears attack—rules of survival

Investments Unplugged

Play Episode Listen Later Jun 9, 2022 29:57


When camping in the woods, the last thing you want to run into is a bear—but if you do, there are things you can do that can help you live through such an encounter. Similarly, when investors face a bear market or the potential for one, there are ways to help protect yourself from being ravaged by a downturn: • Try to overcome your natural panic and fear; don't run. • Be familiar with the environment. • Take advantage of opportunities. • Don't be afraid of what goes bump in the night—if something is meant to harm you, it'll stalk you silently. We go through these rules in detail—and maybe we'll enjoy some s'mores back at the campsite later on.

Investments Unplugged
Episode 71: Mid caps—the misunderstood middle child

Investments Unplugged

Play Episode Listen Later May 18, 2022 34:42


Despite the lack of evidence, people tend to believe a middle child has certain personality traits and can be difficult to deal with. Investors may think of mid caps in similar ways. Jeff Mo, Portfolio Manager, U.S. Mid Cap Equity at Mawer Investment Management, joins the Capital Markets Strategy team to talk about the benefits that mid caps may provide for your investment portfolio. They cover topics like: • short-term vs long-term market trends • how market volatility can create opportunities • effect of inflation on companies' ability to generate returns • challenges of predicting the markets • importance of downside protection. Are you judging mid caps fairly?

Investments Unplugged
Episode 70: Seven key indicators of an oncoming recession

Investments Unplugged

Play Episode Listen Later Apr 19, 2022 34:03


Seven is often considered a lucky number. But luck doesn't usually factor into it when talking about recession indicators. The Capital Markets Strategy team discusses whether we're headed for a recession in the near future by looking closely at seven economic indicators they pay attention to: • 10-2 inverted yield curve • ISM Manufacturing Purchasing Managers Index • positive inflationary trends • tighter financial conditions. Wait, that's only four! … Not to worry, just listen in and you'll hear about the other three too.

Investments Unplugged
Episode 69: The Fed raised interest rates—is this the start of a rate-tightening climb?

Investments Unplugged

Play Episode Listen Later Mar 25, 2022 30:51


Up … up … up—inflation has been rising, towering like Mount Everest over the economy. In response to this high inflation, on March 16, the U.S. Federal Reserve increased interest rates for the first time in about three years. Our Capital Markets Strategy mountaineers take a look at the path the Fed announcement may be climbing, hiking over areas like:market reactions to the Fed announcementquantitative tightening cyclesgeopolitical risk in Eastern Europeeffects of fluctuating oil pricesrecession and the 10-year Treasury yield.Take your pitons, ropes, and harnesses—we're about to ascend some interesting topics.

Investments Unplugged
Episode 68: History doesn't repeat itself, but it often rhymes

Investments Unplugged

Play Episode Listen Later Feb 24, 2022 21:09


This month seems to be ending with a bang—literally. The tension between Ukraine and Russia has escalated, which has been affecting market volatility. The Capital Markets Strategy team looks at the global state of affairs through the lenses of historical, political, and investment data, covering topics like: • short-term and long-term effects of geopolitical and military situations • disruptive vs destructive events • the impact on commodities, especially oil prices • risk to investment returns … and more. Hear what the team has to say about the growing concerns in Eastern Europe.

Investments Unplugged
Episode 67: Is fixed income dead? No, but you may want to look under the hood.

Investments Unplugged

Play Episode Listen Later Feb 10, 2022 38:47


Maybe it's time to take that fixed-income vehicle into the shop for a tune-up? Ace investment mechanics Dan Janis and Tom Goggins, from Manulife Investment Management's Strategic Income team, join the Capital Markets Strategy team to answer questions around what's happening in fixed-income markets, including: • Are fixed-income investments still worth holding? • What will the Bank of Canada and the U.S. Federal Reserve do to combat rising inflation? • How do emerging markets fit into the picture? • Where are investment opportunities presenting themselves? And what does this have to do with college football great Paul “Bear” Bryant? Listen to find out.

Investments Unplugged
Episode 66: Did you lock the door? … An unexpected pit stop!

Investments Unplugged

Play Episode Listen Later Jan 31, 2022 20:03


Our 2022 road trip has barely gotten underway and equity market volatility already has some investors wondering if they've secured their homes before leaving. What does the Capital Markets Strategy team think this recent short-term market weakness is likely being caused by? One word: uncertainty. In this episode, they discuss: • the recent market selloff • what the U.S. Federal Reserve may do with interest rates • the geopolitical scene — in particular, tension around Russia and Ukraine • what recession indicators and other economic signs could be pointing to … and more. There are always unforeseen bumps in the road. But does that mean we should turn around?

Investments Unplugged
Episode 65: 2022 outlook — mapping the road ahead

Investments Unplugged

Play Episode Listen Later Jan 10, 2022 35:23


The investment journey over the next year may likely include a number of stops along the way, but the Capital Markets Strategy team sees the potential for it to be a scenic and enjoyable route. In this episode, the team looks at a number of important questions to prepare for the coming trip, including: • Is inflation going to rise or fall? • What do historical trends say about growth? • Equities and fixed income — should portfolio positioning change? • How do the effects of the COVID-19 pandemic factor in? • Will supply chain issues continue to affect production? The car tunes are on. Let's get moving.

Investments Unplugged
Episode 64: We're making a list, checking it twice

Investments Unplugged

Play Episode Listen Later Dec 17, 2021 24:01


The holiday season is finally here after a year that has had more twists than candy cane stripes. The busy elves in the Capital Markets Strategy workshop take a look back at some of the investment and economic themes of 2021 — some naughty, some nice. They wrap up the year end and tie a ribbon around topics like: • fixed-income returns and the 10-year Treasury yield • equities and credit • inflation and the cost of living • portfolio protection and asset allocation • the COVID-19 pandemic. Grab a cup of eggnog, hot chocolate, or apple cider, and listen in.

Investments Unplugged
Episode 63: This isn't the 1970s stagflation. Keep those bell-bottoms in the closet.

Investments Unplugged

Play Episode Listen Later Nov 22, 2021 30:21


Stagflation — sputtering economic growth coupled with rising inflation. Groovy … okay, not really that groovy. Just what is stagflation and how does it affect the investment world? The Capital Markets Strategy team takes a closer look at this idea and the impact it has, covering things like: • how current stagflation differs from past stagflation • employment and wages • the price of oil as a consumption driver • interest rates and the U.S. Federal Reserve • the current inflation model. Can you dig that?

Investments Unplugged
Episode 60: Back to school

Investments Unplugged

Play Episode Listen Later Sep 28, 2021 32:27


Good day, class, and welcome to our back-to-school session. We hope you had a great summer! Join the Capital Markets Strategy team as they lead us in a discussion about what has happened in 2021, so far, and what we might expect in the months ahead. They cover a lot of subjects this year, including: • fixed-income investments' lackluster performance • surprising performance of equity markets • continuing impacts of the COVID-19 pandemic • valuations and earnings growth • inflation's effects on the 10-year Treasury yield. Notebooks open? Ears ready? Let's listen.

Investments Unplugged
Episode 59: Two steps forward, one step back

Investments Unplugged

Play Episode Listen Later Aug 12, 2021 47:44


Equities are up; bonds are down. Stronger economic gains and job growth in the U.S. and Canada seem to show that a recovery is in progress. But what happens next? The Capital Markets Strategy team looks back at the first half of 2021 and peers ahead to where we may be going in second half. They cover things like: • a possible equity market correction • increasing interest in emerging markets • valuation variations • what prices of commodities like corn, copper, and coffee may indicate • fixed-income risks and opportunities … as well as other topics. And what does all this have to do with inflation … or bears in the forest?

Investments Unplugged
Episode 58: There's no sleeping in fixed income …

Investments Unplugged

Play Episode Listen Later Jul 13, 2021 29:42


The bond markets don't sleep, so why should you? The Capital Markets Strategy team is joined by Christopher Chapman and Peter Azzinaro, from the Strategic Income team at Manulife Investment Management, to discuss the activity within the fixed-income investment world. They cover topics like: • the strategy around risk-adjusted returns • looking at the bigger picture of the global bond market • whether inflation is transitory or persistent • where the 10-year Treasury yield could go from here • shifting forces that could affect rates. Listen in … and don't get caught napping.

Investments Unplugged
Episode 57: Working on your inner game

Investments Unplugged

Play Episode Listen Later Jun 21, 2021 39:28


Distinguishing between market signals and market noise can help you make good investment decisions. Conrad Dabiet, Senior Managing Director at Manulife Investment Management, offers his insights on managing portfolios and lessons learned over his extensive career, such as: • the core views and principles of his Value Equity team • how the team has responded to pandemic-driven volatility • learning about companies, understanding business, and finding opportunities • the psychology of buying and selling. Public investors play two games: an outer one and an inner one. Join Conrad and the Capital Markets Strategy team to find out the difference.

Investments Unplugged
Episode 56: Emerging markets, innit?

Investments Unplugged

Play Episode Listen Later Jun 7, 2021 31:07


Have emerging markets changed enough to make them worth looking at as a core asset class? Philip Ehrmann, Senior Portfolio Manager at Manulife Investment Management, joins host Philip Petursson to discuss this and other topics related to emerging markets, such as: • areas of the world that are considered emerging markets • changes to the sector structure • how politics can affect their evaluation • building an emerging markets portfolio • the effect of the COVID-19 pandemic and vaccination programs. And which English football team does Mr. Ehrmann root for? Listen in and he'll tell you.

Investments Unplugged
Episode 55: Because you kept asking — now quarterly!

Investments Unplugged

Play Episode Listen Later May 20, 2021 45:38


You ask — we hear you. The Capital Markets Strategy team loves receiving and responding to your questions. So, each quarter, the team will devote an entire podcast episode to answering the ones you ask most often. In this episode, they discuss topics like: • Why are long-term bonds down currently? • Where are yields and inflation headed, and what could it mean for fixed-income investors? • What can we expect from the energy sector for the rest of this year? • Are emerging markets still favourable for 2021? • What's the potential major market risk for the next 18 to 24 months? Tune in to hear the team's responses. And keep your questions coming in.

Investments Unplugged
Episode 54 — Only two things in life are certain ...

Investments Unplugged

Play Episode Listen Later Apr 28, 2021 29:08


The 2021 Canadian federal government budget — it's finally here. But what's in it? John Natale, Head of Tax, Retirement, and Estate Planning Services at Manulife Investment Management, joins host Philip Petursson to share his thoughts about economic impacts of the 2021 federal budget: • revenue generation through the “wealth consumption” tax • affordable chid care effects on the labour force • whether tax rates may increase • how the government may pay for the projected deficit … and other related topics. And what can you do to minimize your tax burden? Let's listen in.

Investments Unplugged
Episode 53 — Where do we go from here?

Investments Unplugged

Play Episode Listen Later Apr 14, 2021 44:02


The economy continues to reopen, more people are receiving COVID-19 vaccinations, and the day when the pandemic is no longer a significant part of our lives draws closer. In light of this, the Capital Markets Strategy team discusses their economic outlook at the end of the first quarter of 2021: • Could massive pent-up demand and low inventories affect the economic rebound? • How does monetary and fiscal stimulus factor into the markets? • Equities or fixed income — which is currently the biggest challenge when building a portfolio? • Is inflation always a bad thing? • What stage of economic recovery are we in? Hear the answers to these questions … and learn about revenge spending and envy spending.

Investments Unplugged
Episode 52 — The (inflationary) elephant in the room

Investments Unplugged

Play Episode Listen Later Mar 18, 2021 43:47


Inflation rates — should we be paying attention to them now? And what do they have to do with long-term bond yields? The Capital Markets Strategy team weighs in on several subjects related to inflation and fixed-income investments: • Will inflation increase in 2021? • What do bond yields tell us about the economy? • Where do unemployment, wage pressure, and fiscal stimulus fit into this scenario? • How could investors react to a low-yield environment that's moving higher? … and they banter about beer and bitcoin too!

Investments Unplugged
Episode 51 — That's a great idea ... but is it investable?

Investments Unplugged

Play Episode Listen Later Mar 8, 2021 33:12


What happens when a dividend growth strategy is applied to exchange-traded funds (ETFs)? In this episode of Investments Unplugged, Brett Hryb, Head of Beta Management at Manulife Investment Management, joins host Philip Petursson to talk about this and related topics, including: • portfolio building and management • dividend payout ratios • blending active and passive investment strategies • what equity investors should consider.

The Finance Diaries
Curb Your Spending: Stephanie's Double Method

The Finance Diaries

Play Episode Listen Later Mar 7, 2021 5:14


Have you ever found that you might have an excessive shopping problem? Or maybe you just want to cut back your spending so that you can save more. Or maybe your life is changing in some way that requires your financial situation to change. Whatever it is, the Stephanie Double method is perfect for you!

Investments Unplugged
Episode 50 — Corrections are 100% predictable ... in hindsight

Investments Unplugged

Play Episode Listen Later Feb 19, 2021 51:13


Market corrections happen often. But exactly when they'll occur, no one can say with any certainty. “Trying to pinpoint why is a fool's game,” says Philip Petursson. Listen in as Philip and the Capital Markets Strategy team discuss several topics related to market corrections: • What are corrections and why do they happen? • What's a bear market and how's it different from a correction? • How can you tell a big bear from a baby bear market? • Why do sell-offs offer investment opportunities?

Investments Unplugged
Episode 49 — Is fixed income still yielding opportunities?

Investments Unplugged

Play Episode Listen Later Feb 8, 2021 34:40


What about bonds? Roshan Thiru and Sivan Nair, from the Canadian Fixed Income team at Manulife Investment Management, talk with host Philp Petursson in this episode of Investments Unplugged. They discuss challenges, opportunities, and the outlook for fixed-income investments: • the flexibility of investing in different kinds of bonds • disciplined approaches to strategic and tactical asset allocation • credit markets' impact on bond yields • the effect of the Biden administration's fiscal policy … and much more.

Investments Unplugged
Episode 48 — The 2021 fearless forecast

Investments Unplugged

Play Episode Listen Later Jan 22, 2021 46:30


Join the Capital Markets Strategy team for a lively discussion about what they think could happen in the economy and financial markets through 2021. The team's energetic exchange covers many possibilities for this year, including: • market returns • inflation and interest rates • oil prices related to the demand for oil • an extension of the 2020 gold rally. Listen in.

Investments Unplugged
Episode 47 — The eternal optimist

Investments Unplugged

Play Episode Listen Later Jan 4, 2021 38:04


Sandy Sanders, Head of the U.S. Core Value Equity Team at Manulife Investment Management, joins host Philip Petursson for this Investments Unplugged episode. Sandy and Philip talk about where we've come from in 2020, where we are now, and what we're looking toward in 2021. They cover a variety of areas that may affect markets in the new year: • COVID-19 vaccines • Joe Biden as the next U.S. president • interest rates at record-low levels • potential earnings growth … and many other topics.

Investments Unplugged
Episode 46 — Dress for the returns you want, not the ones you have ...

Investments Unplugged

Play Episode Listen Later Dec 15, 2020 38:24


Gaining insight about what the future holds, and the financial benefits that could come with it, takes more than hope and guesswork. In this episode of Investments Unplugged, Gertjan Van Der Geer, Senior Investment Manager on the Thematic Equities Team at Pictet Asset Management, joins the Capital Markets Strategy team to share his expertise and discuss: • how COVID-19 affects market trends • whether or not Bitcoin will gain traction as a future currency • emerging megatrends and investment themes to look out for • why thematic investing is the better approach to portfolio construction … and more.

Investments Unplugged
Episode 45 — Because you asked…round 2

Investments Unplugged

Play Episode Listen Later Nov 26, 2020 40:36


This episode of Investments Unplugged continues the Q&A of episode 38. The Capital Markets Strategy team once again answer some of the burning questions they've been asked during COVID-19 pandemic. Their responses cover many topics: • What effect will government stimulus and mounting debt levels have on equities and fixed income investments? • Is a services-based economic recovery important to the markets? • Are investors looking more at growth or value now? • What about emerging markets? Are they attractive investments? • Is the 60/40 investment portfolio dead? … and more.

Investments Unplugged
Episode 44 — Thinking strategically about fixed income

Investments Unplugged

Play Episode Listen Later Nov 10, 2020 36:10


This episode of Investments Unplugged features Daniel Janis, Head of the Global Multi-Sector Fixed Income Team at Manulife Investment Management, who joins Philip to talk about what the fixed-income portfolio looks like heading into 2021. Dan shares how his team analyses and assesses risk within fixed-income investing, and how they pivoted their portfolio in 2020. Philip and Dan also discuss modern monetary theory and their outlook on the U.S. dollar.

Investments Unplugged
Episode 43 — If the markets could vote, who would they choose?

Investments Unplugged

Play Episode Listen Later Oct 8, 2020 45:01


What's a great way to generate less-than-ideal investment outcomes? Base your decisions on political emotions. The U.S. presidential election is fast approaching, and the Capital Markets Strategy team received many related questions: How do markets react? Are Republicans or Democrats better for the markets? Does policy matter? The team answers these questions and more on a special, election-focused podcast of Investments Unplugged.

Investments Unplugged
Episode 42 — Never let a good opportunity to learn pass you by

Investments Unplugged

Play Episode Listen Later Oct 1, 2020 45:33


Over the past six months, we've seen a bear market, a recession, decades-high unemployment, unprecedented monetary and fiscal stimulus, and a powerful equity market rally. In this episode of Investments Unplugged, the Capital Markets Strategy team at Manulife Investment Management share the key things they've learned during the COVID-19 lockdown — so far.

Investments Unplugged
Episode 41 — That's gold, Jerry! Gold!

Investments Unplugged

Play Episode Listen Later Sep 22, 2020 38:28


In this episode of Investments Unplugged Jamie Robertson, and Alex Richard, both with Manulife Investment Management's Asset Allocation team, join host Philip Petursson to discuss the importance of asset allocation. They also explore: • How the recent market rally has been surprising – and how it hasn't • What market returns could look like over the next five years • How the U.S. election outcome affects the team's portfolio positioning • The team's outlook on gold, and how it has affected their asset allocation strategy

Investments Unplugged
Episode 40 — A kid in a candy store

Investments Unplugged

Play Episode Listen Later Aug 28, 2020 39:05


This episode of Investments Unplugged features Sandy Sanders, Head of the U.S. Core Value Equity Team at Manulife Investment Management, who joins Philip to share his view on the market, from a bottom-up perspective, for the remainder of 2020 through 2021. From June data, indicators suggest that the steep earnings decline through the second and third quarter of 2020 may give way to the beginning of an earnings recovery in the fourth.

Fight Back with Libby Znaimer
Canadian Finance Minister Bill Morneau Resigns

Fight Back with Libby Znaimer

Play Episode Listen Later Aug 18, 2020 51:54


Jane Brown is filling in for Libby Znaimer this week. She is joined by John Capobianco, Senior Vice President & Senior Partner, FleishmanHillard HighRoad, Charles Bird, Managing Principal of Earnscliffe Strategy Group in Toronto and Karen Stintz, CEO of Variety Village. Conservative MP and Ethics Critic Michael Barrett (Leeds-Grenville-1000 Islands & Rideau Lakes) and NDP MP and Ethics Critic Charlie Angus (Timmins-James Bay) will be joining the program following our strategy panel. Today, we focus our attention to the big news coming out of Ottawa. Canadian Finance Minister Bill Morneau has tendered his resignation and will not be seeking re-election. And, Deputy Prime Minister Chrystia Freeland has been appointed to take his place. Freeland, by the way, is the first woman to take on the role. Jane and guests discuss the latest #cndpoli developments. Listen live, weekdays from noon to 1, on Zoomer Radio!

Investments Unplugged
Episode 38 — Because you asked: COVID-19 edition

Investments Unplugged

Play Episode Listen Later Jul 13, 2020 41:57


In this Q&A episode of Investments Unplugged, the Capital Markets Strategy team respond to some of the common questions they've been receiving since the beginning of the COVID-19 pandemic. Find out their answers to questions like “Why has the Canadian dollar rebounded so strongly vs the U.S. dollar?” and “What's the risk that the Big Six banks in Canada will cut dividends?” Tune in to hear more.

Investments Unplugged
Episode 37 — Can we use megatrends as a basis for investing?

Investments Unplugged

Play Episode Listen Later Jun 22, 2020 51:38


In this episode of Investments Unplugged, the Capital Markets Strategy team discusses megatrends — the social, demographic, environmental, and technological forces of change that are reshaping our world. Their conversation covers digital currency, nearshoring, digital transformation, biotechnology, smart cities, and how we can find the opportunities that the trends indicate.

Investments Unplugged
Episode 36 - Fixed income — are bonds stronger now?

Investments Unplugged

Play Episode Listen Later May 25, 2020 47:40


This episode of Investments Unplugged features Manulife Investment Management's Global Multi-Sector Fixed Income Team's Director and Senior Investment Analyst Charles Tomes, and Senior Managing Director and Senior Portfolio Manager Thomas Goggins, to discuss the bond markets and what's ahead for fixed income investments.

Investments Unplugged
Episode 35 - Planning and positioning for a recovery

Investments Unplugged

Play Episode Listen Later May 11, 2020 47:28


In this episode of Investments Unplugged, the Capital Markets Strategy team looks at strategies and ideas to prepare for a market recovery, including balanced versus equity portfolios and credit markets, as well as keeping emotions in check and expectations real.

Investments Unplugged
Episode 34 – Quotes to invest by

Investments Unplugged

Play Episode Listen Later Apr 21, 2020 37:31


In this episode of Investments Unplugged, the Capital Markets Strategy team share words of wisdom they've learned, which have shaped them as investors, and that they continually return to as guiding principles. These are their quotes to invest by. Tune in to hear what they've learned from these quotes, why right now is the best time for advisors to build their books of business, and more.

Investments Unplugged
Episode 33 – Hope is not an investment strategy

Investments Unplugged

Play Episode Listen Later Apr 14, 2020 41:02


In this episode of Investments Unplugged, host Philip Petursson is joined by Apollo Lupescu, Vice President at Dimensional Fund Advisors (DFA). Apollo is responsible for communicating DFA's academic foundations, investment beliefs, and their applications to financial advisors and individual investors. He often uses an alternative investment process to conventional management and indexing approaches.

Investments Unplugged
Episode 32 – How to survive a bear attack

Investments Unplugged

Play Episode Listen Later Mar 17, 2020 39:44


In this episode of Investments Unplugged, Kevin Headland, Senior Investment Strategist at Manulife Investment Management, joins host Philip Petursson to discuss how the Capital Markets Strategy team focuses on the fundamentals. They share their plan on how to survive a bear attack — four rules to help investors manage market volatility.

Investments Unplugged
Episode 31 – Asset allocation in turbulent times

Investments Unplugged

Play Episode Listen Later Mar 9, 2020 41:41


In this episode of Investments Unplugged, host Philip Petursson finds out how Manulife Investment Management's Asset Allocation team was prepared for the recent turbulence in the markets.

Investments Unplugged
Episode 30 - Invest in Canada, eh.

Investments Unplugged

Play Episode Listen Later Feb 25, 2020 31:10


In this episode of Investments Unplugged, Patrick Blais, Senior Portfolio Manager at Manulife Investment Management talks with host Philip Petursson about the potential growth of Canadian markets, the relationship between investments and the Canadian economy, and how the 2020 outlook is shaping up.

Investments Unplugged
Episode 29 - Coronavirus, an economically disruptive, not destructive event

Investments Unplugged

Play Episode Listen Later Feb 11, 2020 49:47


In this episode of Investments Unplugged, Macan Nia and Kevin Headland, Senior Investment Strategists at Manulife Investment Management, join host Philip Petursson, Chief Investment Strategist, to discuss why the coronavirus will be an economically disruptive – but not destructive – event for the markets.

Investments Unplugged
Episode 28 - Pay attention to the world's yield signs

Investments Unplugged

Play Episode Listen Later Jan 30, 2020 43:58


In this episode of Investments Unplugged, you'll hear from Terry Carr, Senior Managing Director and Head of Fixed Income, Canada for Manulife Investment Management, on finding good returns on investments in the current global economic environment. & Terry joins host Philip Petursson, Chief Investment Strategist, and Macan Nia, Senior Investment Strategist, shares his views about the challenges of the global economy, the likelihood of a market correction coming soon, and what investments will potentially give the best returns.

Investments Unplugged
Episode 27B - Asset allocation — out with the old year, in with the new

Investments Unplugged

Play Episode Listen Later Jan 21, 2020 38:31


In part two of a two-part Investments Unplugged episode, you'll hear more from Manulife Investment Management's Asset Allocation team on how markets and investments performed in 2019, and what's ahead for 2020. Jamie Robertson, Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation, and Alex Richard, Senior Investment Analyst, continue their talk with Macan Nia, Senior Investment Strategist, and host Philip Petursson, Chief Investment Strategist, about positioning investments through this coming year.

Investments Unplugged
Episode 27A - Asset allocation — out with the old year, in with the new

Investments Unplugged

Play Episode Listen Later Jan 15, 2020 34:54


In part one of a two-part Investments Unplugged episode, you'll hear from Manulife Investment Management's Asset Allocation team on how markets and investments performed in 2019, and what's ahead for 2020. Jamie Robertson, Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation, and Alex Richard, Senior Investment Analyst, join Macan Nia, Senior Investment Strategist, and host Philip Petursson, Chief Investment Strategist, to talk about positioning investments through this coming year.

Investments Unplugged
Episode 26 - ESG: with great investing comes great responsibility

Investments Unplugged

Play Episode Listen Later Jan 6, 2020 40:02


ESG (Environmental, Social, Governance) investing is no passing phase. In this episode, host Philip Petursson, Chief Investment Strategist at Manulife Investment Management, talks with Margaret Childe, Director of ESG Research and Integration at Manulife Investment Management, about this hot topic.

Investments Unplugged
Episode 25 - Fearless Forecast for 2020

Investments Unplugged

Play Episode Listen Later Dec 3, 2019 48:26


Manulife Investment Management's Capital Markets Strategy team lays down their “Fearless Forecast” for 2020. Kevin Headland and Macan Nia, Senior Investment Strategists, join host, Philip Petursson, Chief Investment Strategist, in a lively discussion to exchange views and share their thoughts on what 2020 has in store for the markets.

Investments Unplugged
Episode 24 - How low can we go?

Investments Unplugged

Play Episode Listen Later Oct 25, 2019 42:40


When your clients ask for an explanation of negative interest rates, and how it could affect their investment returns, how do you respond? In this episode of Investments Unplugged, Manulife Investment Management's Capital Markets Strategy team discusses the impact negative interest rates are having on global markets, and the opportunities that could be lying within.

Explore FI Canada
001: Meet Explore FI Canada!

Explore FI Canada

Play Episode Listen Later Jul 1, 2019 35:59


In our first ever episode, we introduce ourselves and pass the mic around to get to know each other better.

Explore FI Canada
002: Reaching FI in Atlantic Canada | T on FIRE

Explore FI Canada

Play Episode Listen Later Jul 1, 2019 40:17


Today we talk to blogger Tanya from T on FIRE. In this episode, we find out how her journey to FIRE is unique to Atlantic Canada. Shownotes Tanya’s blog is a personal journal to keep her accountable to her FIRE goals (you’ll find very detailed FIRE reports). Her take on Real Estate and affordability in Atlantic … Continue reading "002: Reaching FI in Atlantic Canada | T on FIRE"

fire real estate atlantic atlantic canada canadian finance reaching fi
Explore FI Canada
Explore FI Canada is LIVE!

Explore FI Canada

Play Episode Listen Later Jun 12, 2019 0:46


Financial Independence has never been so close to home. Our panel will be having discussions with influencers, bloggers, and people just down the road from you. (Or maybe even you, if you wish to share your story.) Each episode the panel will highlight and discuss the unique circumstances and challenges we each face in different … Continue reading "Explore FI Canada is LIVE!"

Witness to Yesterday (The Champlain Society Podcast on Canadian History)

Patrice Dutil interviews Joe Martin on the particular evolution of banking in Canada and why this country was able to weather the banking crisis of 2008 with relative ease. Joe Martin wrote, with Chris Kobrak, "From Wall Street to Bay Street: The Origins and Evolution of American and Canadian Finance" (University of Toronto Press) and teaches Business History at the Rotman School of Management at the University of Toronto. This podcast was produced by Hugh Bakhurst in the Allan Slaight Radio Institute at Ryerson University.

Witness to Yesterday (The Champlain Society Podcast on Canadian History)
Beaverbrook: A Canadian in the David Lloyd George Cabinet, February 1918

Witness to Yesterday (The Champlain Society Podcast on Canadian History)

Play Episode Listen Later Dec 21, 2017 30:20


Patrice Dutil discusses the circumstances around Max Aitken's (Lord Beaverbrook) entry in the Wartime British Cabinet with Greg Marchildon, author of "Profits and Politics: Beaverbrook and the Gilded Age of Canadian Finance" (University of Toronto Press). This podcast was produced by Sumeet Dhami and Pernia Jamshed in the Allan Slaight Radio Institute at Ryerson University.

Startup Canada Podcast: Canada's Entrepreneurship Podcast
Exploring Canada’s Greatest Resources: Entrepreneurs With Richard Remillard – May 24, 2016

Startup Canada Podcast: Canada's Entrepreneurship Podcast

Play Episode Listen Later May 24, 2016 46:45


A leading Canadian Finance expert and catalyst, Richard Remillard knows the secret to a long-lasting economy. “I have long been fascinated in economic growth: How does growth happen? Entrepreneurs. People willing to stand up, be counted, and put their money where their mouth is and... The post Exploring Canada’s Greatest Resources: Entrepreneurs With Richard Remillard – May 24, 2016 appeared first on Startup Canada.