Podcasts about manulife asset management

Gary Mishuris, Managing Partner and Chief Investment Officer of Silver Ring Value Partners Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. He also teaches the Value Investing Seminar at the F.W. Olin Graduate School of Business. Prior to founding the firm in 2016, Mr. Mishuris was a Managing Director at Manulife Asset Management since 2011, where he was the Lead Portfolio Manager of the US Focused Value strategy. From 2004 through 2010, Mr. Mishuris was a Vice President at Evergreen Investments (later part of Wells Capital Management) where he started as an Equity Analyst and assumed roles with increasing responsibilities, including serving as the co-PM of the Large Cap Value strategy between 2007 and 2010. He began his career in 2001 at Fidelity as an Equity Research Associate. Mr. Mishuris received a S.B. in Computer Science and a S.B. in Economics from the Massachusetts Institute of Technology (MIT). For additional information from Gary Mishuris: gary@silverringvalupartners.com https://silverringvaluepartners.com https://behavioralvalueinvestor.com Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the full live stream: https://youtu.be/6S0zmRUfTx0

Gary Mishuris, Managing Partner and Chief Investment Officer of Silver Ring Value Partners Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. He also teaches the Value Investing Seminar at the F.W. Olin Graduate School of Business. Prior to founding the firm in 2016, Mr. Mishuris was a Managing Director at Manulife Asset Management since 2011, where he was the Lead Portfolio Manager of the US Focused Value strategy. From 2004 through 2010, Mr. Mishuris was a Vice President at Evergreen Investments (later part of Wells Capital Management) where he started as an Equity Analyst and assumed roles with increasing responsibilities, including serving as the co-PM of the Large Cap Value strategy between 2007 and 2010. He began his career in 2001 at Fidelity as an Equity Research Associate. Mr. Mishuris received a S.B. in Computer Science and a S.B. in Economics from the Massachusetts Institute of Technology (MIT). Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the full live stream: https://youtu.be/-ggX5qJeQEg

A godfather of gatekeepers, Bob Boyda reflects on a life in manager selection and some of the mistakes he made along the way.   He tells Alex and Frank about the dangers of digging for undiscovered managers, red flags in China (pun very much intended) and reveals a killer question all fund buyers should be asking PMs.   Bob is the former head of capital markets and strategy at Manulife Asset Management. During his time there, he designed and ran the firm's multi-manager portfolios, setting asset allocation and selecting PMs to run subadvised funds.  

WATCH NOW ON YOUTUBE: https://youtu.be/9SYglIZS9-U In this fresh new episode of Leaders Journal, we introduce the Best Boss series, where Jason interviews great bosses who have left a lasting impact on their people, and find out what sets them apart. Tune in to hear from our first Best Boss, Mei Yen (Former Head of Finance & Operations in Manulife Asset Management), as she shares heartfelt advice on what defines a great leader. There's a famous quote that goes, "People leave managers, not companies." This couldn't be further from the truth. A great boss is hard to find, difficult to leave, and impossible to forget. The Best Boss series hopes to inspire and challenge everyone in leadership positions, to rise above the pandemic of "bad bosses", to become the "best boss" for the people you lead. The BEST BIT is that YOU get to nominate your Best Boss to appear on this series. If you have someone in mind, drop us an email and we'll be in touch! #LeadersofInfluence #PerfectPerformance #BestBossSeries ENGAGEMENTS For talks: https://bit.ly/3gvVoAr For team/leadership workshops: https://bit.ly/3v6DIzx FIND US HERE Website: http://www.perfectperformance.org LinkedIn: https://www.linkedin.com/in/coachjasonho/ PERFECT PERFORMANCE® serves elite business owners and MNC leaders who believe in building a strong team where every member lives out their passions at work and performs at world-class excellence.

BIO: Gary Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. STORY: Gary was developing a financial model that he used to recommend stocks for his company. He got so engrossed in the model that he forgot about other important aspects of investing, like the effects of a merger that had just happened in the company. He made mistakes, and the stock he recommended fell by 80%, losing money for his company. LEARNING: Think about the qualitative aspects. Don't depend on management for decision-making and make things as simple as possible, but not simpler.   “Have a checklist of behavioral biases and steps that you will need to take to try to minimize them.” Gary Mishuris   Guest profilehttps://www.linkedin.com/in/gary-mishuris-cfa-7567902/ (Gary Mishuris) is the Managing Partner and Chief Investment Officer ofhttps://silverringvaluepartners.com/ ( Silver Ring Value Partners), an investment firm with a concentrated long-term intrinsic value strategy. Prior to founding the firm in 2016, Mr. Mishuris was a Managing Director at Manulife Asset Management since 2011, where he was the Lead Portfolio Manager of the US Focused Value strategy. Gary received an S.B. in Computer Science and an S.B. in Economics from the Massachusetts Institute of Technology (MIT) and teaches the value investment seminar at a local university. Worst investment everIn 2005, Gary was a senior analyst at a company before starting his firm. He was building the world's biggest model ever. It had dozens and dozens of lines and a complex discounted cash flow analysis. The charismatic CEOGary met with the CEO and listened to his story in the management pitch, and it sounded terrific. The pitch was about having a merger to cut costs. The CEO promised that the merger would come with good tidings for everyone. While the CEO's pitch sounded great, Gary had a few doubts about how two different businesses would work with two different cultures. He, however, figured they'd take the best from both companies. Putting his model to the testGary started modeling and jumped right into quantifying things. One day, Gary was updating his model when he realized he'd made a mistake. He had linked to the wrong cell, and that boosted the value appropriately by 20%. He sent an email to everyone letting them know that he had made a mistake. Digging deeper into his modelGary continued to rely on his model. He, however, made a series of analytical mistakes, just getting lost in the model and forgetting the basics of investment. The merger caused so many issues that Gary overlooked, which could have potentially affected his model. The stock he had recommended went down 80%, and the company lost a decent amount of money. Lessons learnedThink about the qualitative aspectsThink about the qualitative aspects long and hard before you put the numbers down. And if the quality doesn't pass your filters, the numbers won't matter; you should pass. Don't depend on management for decision-makingTalk to management, but make sure it's a small input into your decision-making process. It's very easy to get persuaded by a charismatic management team. Make sure that, at the very least, you counterbalance their point of view with an opposing point of view and kind of debiasing yourself. Make things as simple as possible, but not simplerRelatively simple models of summarizing economic reality focus on understanding things deeply. Then make sure you control your behavioral biases, and try to offset them when not impossible. Andrew's takeawaysThe qualitative aspect is essential in value investingA lot of people think that value investing is all about numbers. But what is critical is the qualitative aspect. Numbers are just a tool that helps us to understand something. Complexity does not add valueThe deeper you go into a financial model, the less benefit you get once you

Gary Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. Prior to founding the firm in 2016, Mr. Mishuris was a Managing Director at Manulife Asset Management since 2011, where he was the Lead Portfolio Manager of the US Focused Value strategy. From 2004 through 2010, Mr. Mishuris was a Vice President at Evergreen Investments (later part of Wells Capital Management) where he started as an Equity Analyst and assumed roles with increasing responsibilities, including serving as the co-PM of the Large Cap Value strategy between 2007 and 2010. He began his career in 2001 at Fidelity as an Equity Research Associate. Mr. Mishuris received a S.B. in Computer Science and a S.B. in Economics from the Massachusetts Institute of Technology (MIT). Website: https://silverringvaluepartners.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Firm: https://acquirersfunds.com/ Website: https://acquirersmultiple.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, bus

Stephen Schork, President of the Schork Group, on why oil is a demand story right now. Michelle Davis, Bloomberg finance reporter, on JP Morgan employees pocketing covid-relief funds for themselves. Steve Blitz, Chief U.S. Economist for TS Lombard, on why permanent job loss is a key metric. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on his current investment outlook, and thoughts on the tech sector and Apple. Hosted by Paul Sweeney and Vonnie Quinn. 

Foxconn is causing a political headache for President Trump, as the Taiwanese manufacturer fails to deliver on a promise to build a 13,000-employee factory in Wisconsin. The LCD screen plant - which was intended to hire 13,000 local blue collar workers - was heralded by the US president as a win in his struggle to return manufacturing jobs to America. But while the Wisconsin authorities have spent millions of dollars preparing the ground, Foxconn itself has obfuscated. Ed Butler investigates what went wrong, and what it says more broadly about President's Trump's ambition to revitalise the US manufacturing sector. The programme includes journalist Josh Dzieza of The Verge, Harvard Business School professor Willy Shih, and chief economist Megan Greene of Manulife Asset Management. (Foxconn CEO Terry Gou (L) at the groundbreaking for the Foxconn computer screen plant in Mt Pleasant, Wisconsin, in June 2018; Credit: Andy Manis/Getty Images)

No matter what the British Parliament decides, for almost three years the UK, Ireland and the EU have been dealing with the reality of the Leave vote. Positions have hardened, investments have been foregone, and all the countries involved have become different places, in ways that cannot be undone. Brendan Greeley of FT Alphaville and Mark Blyth of the Rhodes Center at Brown discuss consequences with Stephen Kinsella, economist at the University of Limerick and Megan Greene, chief economist at Manulife Asset Management. See acast.com/privacy for privacy and opt-out information.

Federal Reserve officials scaled back their projected interest-rate increases this year to zero and said they would end the drawdown of the central bank's bond holdings in September after holding policy steady on Wednesday. Discussing the news is Kathleen Hays, Bloomberg News Global Economics and Policy Editor, Bloomberg Stocks Editor Dave Wilson, Frances Donald, Head of Macro Economic Strategy at Manulife Asset Management, and Bloomberg News Federal Reserve Reporter Steve Matthews. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisers, and Bloomberg News Bond Reporter Alex Harris, recap Fed Chairman Jay Powell's press conference. And we Drive to the Close with David Rosenberg, Chief Economist & Strategist at Gluskin Sheff.  Hosts: Jason Kelly and Paul Sweeney. Producer: Paul Brennan Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Federal Reserve officials scaled back their projected interest-rate increases this year to zero and said they would end the drawdown of the central bank’s bond holdings in September after holding policy steady on Wednesday. Discussing the news is Kathleen Hays, Bloomberg News Global Economics and Policy Editor, Bloomberg Stocks Editor Dave Wilson, Frances Donald, Head of Macro Economic Strategy at Manulife Asset Management, and Bloomberg News Federal Reserve Reporter Steve Matthews. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisers, and Bloomberg News Bond Reporter Alex Harris, recap Fed Chairman Jay Powell’s press conference. And we Drive to the Close with David Rosenberg, Chief Economist & Strategist at Gluskin Sheff.  Hosts: Jason Kelly and Paul Sweeney. Producer: Paul Brennan

Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Apple and AT&T.  Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and outlook. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on where the Fed balance sheet could end up after tightening. Hosted by Abramowicz and Paul Sweeney. 

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.

Economists like to talk about the "slack" in the labour market. But how can we measure it, and what does it mean? The FT's Brendan Greeley hosts with guests Megan Greene, chief economist at Manulife Asset Management, Ioana Marinescu, economist and professor at the University of Pennsylvania and Mark Blyth, director of the William Rhodes Center for International Economics and Finance at the Watson Institute at Brown University. See acast.com/privacy for privacy and opt-out information.

The Federal Reserve raised borrowing costs for the fourth time this year, ignoring a stock-market selloff and defying pressure from President Donald Trump, while dialing back projections for interest rates and economic growth in 2019. We break down the news and market reaction with Bloomberg News Global Economics and Policy Editor Kathleen Hays, Bloomberg Stocks Editor Dave Wilson, Frances Donald, Senior Economist at Manulife Asset Management, Jeffrey Cleveland Chief Economist at Payden & Rygel, Steve Blitz, Chief U.S. Economist at TS Lombard, Alex Harris, Bloomberg News Bond Reporter and Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

The Federal Reserve raised borrowing costs for the fourth time this year, ignoring a stock-market selloff and defying pressure from President Donald Trump, while dialing back projections for interest rates and economic growth in 2019. We break down the news and market reaction with Bloomberg News Global Economics and Policy Editor Kathleen Hays, Bloomberg Stocks Editor Dave Wilson, Frances Donald, Senior Economist at Manulife Asset Management, Jeffrey Cleveland Chief Economist at Payden & Rygel, Steve Blitz, Chief U.S. Economist at TS Lombard, Alex Harris, Bloomberg News Bond Reporter and Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump pushing for a China trade deal ahead of the midterms. Barry Eichengreen, Professor of Economics and Political Science at Berkeley, discusses whether populism- and the unraveling of globalization- the biggest threat to markets. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and the company's decision to stop reporting iPhone unit sales. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the boom in municipalities' fundraising. 

Since the U.S. 10-year yield hit its low of 1.37 percent in July of 2016, it has jumped 185 bps to a high of 3.25 percent. Although we may still see a move higher, we would suggest that from a magnitude perspective that the worst is behind us. Where do we go from here and how should we position our portfolios? Featuring, James Robertson, Senior Portfolio Manager and Alexandre Richard, Senior Investment Analyst, Asset Allocation, Manulife Asset Management.

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. Featuring, James Robertson, Senior Portfolio Manager and Alexandre Richard, Senior Investment Analyst, Asset Allocation, Manulife Asset Management.

Randy Anderson, Chief Economist at Griffin Capital, and Frances Donald, Head of Macroeconomic Strategy at Manulife Asset Management, discuss Federal Reserve officials raising interest rates for a third time this year and reaffirmed their outlook for further gradual hikes well into 2019. Alex Harris, Bloomberg News Bond Reporter, breaks down Fed Chair Jay Powell’s post decision news conference. And we Drive to the Close of the market with Ryan Detrick, Senior Market Strategist for LPL Financial. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

Randy Anderson, Chief Economist at Griffin Capital, and Frances Donald, Head of Macroeconomic Strategy at Manulife Asset Management, discuss Federal Reserve officials raising interest rates for a third time this year and reaffirmed their outlook for further gradual hikes well into 2019. Alex Harris, Bloomberg News Bond Reporter, breaks down Fed Chair Jay Powell's post decision news conference. And we Drive to the Close of the market with Ryan Detrick, Senior Market Strategist for LPL Financial. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Alex Harris, Bloomberg News Bond Reporter, and Frances Donald, Head of Macro Economic Strategy at Manulife Asset Management, discuss Fed officials saying they’re ready to raise interest rates again, as long as the economy stays healthy.Greg Farrell, Bloomberg News Investigations Reporter, and Bloomberg News Legal Reporter Andrew Harris, talk about whether President Trump will pardon Paul Manafort. Michael Sasso, Bloomberg Businessweek Economy Reporter, explains why China is buying U.S. factories for their trash. And we Drive to the Close of the market with Bill Smead, CEO at Smead Capital Management. Hosts: Jason Kelly and Taylor Riggs. Producer: Paul Brennan 

Alex Harris, Bloomberg News Bond Reporter, and Frances Donald, Head of Macro Economic Strategy at Manulife Asset Management, discuss Fed officials saying they're ready to raise interest rates again, as long as the economy stays healthy.Greg Farrell, Bloomberg News Investigations Reporter, and Bloomberg News Legal Reporter Andrew Harris, talk about whether President Trump will pardon Paul Manafort. Michael Sasso, Bloomberg Businessweek Economy Reporter, explains why China is buying U.S. factories for their trash. And we Drive to the Close of the market with Bill Smead, CEO at Smead Capital Management. Hosts: Jason Kelly and Taylor Riggs. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carol is joined by Nico Grant, Bloomberg News Tech Reporter, and Cody Acree, Analyst at Loop Capital, to discuss Broadcom taking a hit for acquisition of CA Technologies for $18.9 billion. Frances Donald, Head of Macro Economic Strategy at Manulife Asset Management, talks about why trade tensions are now becoming economically important. Greg Portell, Partner at A.T. Kearney, breaks down media mergers news, including Disney and Comcast fighting for Fox. Julie Verhage, Bloomberg News Fintech Reporter, and Eric Newcomer, Bloomberg News Startup Reporter, explain that Uber is now accepting Venmo payments from riders. And we Drive to the Close with Eric Clark, Portfolio Manager at Accuvest Global Advisors. 

Carol is joined by Nico Grant, Bloomberg News Tech Reporter, and Cody Acree, Analyst at Loop Capital, to discuss Broadcom taking a hit for acquisition of CA Technologies for $18.9 billion. Frances Donald, Head of Macro Economic Strategy at Manulife Asset Management, talks about why trade tensions are now becoming economically important. Greg Portell, Partner at A.T. Kearney, breaks down media mergers news, including Disney and Comcast fighting for Fox. Julie Verhage, Bloomberg News Fintech Reporter, and Eric Newcomer, Bloomberg News Startup Reporter, explain that Uber is now accepting Venmo payments from riders. And we Drive to the Close with Eric Clark, Portfolio Manager at Accuvest Global Advisors.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Chris Miglino, CEO and Founder of SRAX (Social Reality), on how data is controlled and managed, how regulation will impact big tech media ad dollars, and developing technology for consumers to control and sell their own data.Hal Brands, Henry A. Kissinger Distinguished Professor at Johns Hopkins University and Bloomberg View columnist, on the implications for North and South Korea agreeing to finally end a seven-decade war.Michael Scanlon, Portfolio Manager for Manulife Asset Management, on big tech and energy, rebalancing the portfolio, and investment outlook.Fernando Valle, oil & gas analyst for Bloomberg Intelligence, on Exxon and Chevron earnings

Listen to our special guests from Manulife Asset Management

Episode 2: Hosted by Philip Petursson, Chief Investment Strategist, Manulife Investments. Featuring Macan Nia, Senior Investment Strategist and special guests, James Robertson, Senior Portfolio Manager and Alexandre Richard, Senior Investment Analyst, Asset Allocation, Manulife Asset Management. (Recorded February 5, 2018)

Wingstop Chairman and CEO, Charlie Morrison, and Chief Experience Officer, Stacy Peterson, on digital sales growth, the power of delivery, global expansion and chicken wing pricing. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence, on weakening oil price and outlook. Automotive entrepreneur Scott Painter, former CEO of TrueCar and now CEO and co-Founder of Fair, discusses Fair’s new partnership with Uber. Michael Scanlon, Portfolio Manager for Manulife Asset Management, previews Facebook, Microsoft and Apple earnings

Episode 1: Featuring Macan Nia, Sr Investment Strategist and special guest, Terry Carr, Head, Fixed Income Canada, Manulife Asset Management. (Recorded January 5, 2018)

November 25, 2017 – Thomas Goggins, Senior Managing Director and Portfolio Manager at Manulife Asset Management on investing in bonds and where he sees value internationally. A convertible is not a car, find out what it means. Robert Jukes, International Strategist Canaccord Genuity in London, England on the global stock and bond markets. How is Canada faring in comparison? Will there be a Santa Claus rally or will it be “bah humbug”? Sarah Scott, Lawyer in Los Angeles, California on drafting contracts in the entertainment industry; code of conduct clauses and costs to business associated with this.

Manulife: How the year has gone relative to expectations and what to expect going forward and positioning for fixed income. Guest: Chuck Tomes, s a trader at Manulife Asset Management, responsible for Strategic Income Trading

Manulife: How the year has gone relative to expectations and what to expect going forward and positioning for fixed income. Guest: Chuck Tomes, s a trader at Manulife Asset Management, responsible for Strategic Income Trading

Richard Conn, a managing partner at Eurasia Advisors, talks about the links between Russia, Ukraine and Manafort, and how the conspiracy investigation is a watershed event in U.S. history. Steve Peacher, president of Sun Life Investment Management, the investment arm of global insurance company Sun Life Financial, discusses credit valuations and the current investment outlook. Michael Scanlon, a portfolio manager at Manulife Asset Management, previews Apple and Facebook earnings. Finally, Jamie Butters, an auto reporter at Bloomberg, talks about the mixed bag of October auto sales. 

Mike discusses the current market and the positioning of the Manulife Strategic Balanced Yield Fund.

Adam Posen, the president of the Peterson Institute for International Economics, and John Ryding, RDQ Economics' chief economist, agree to disagree on the past, present and future for Fed Chair Yellen and other bankers. Prior to that, David Folkerts-Landau, Deutsche Bank's chief economist, says the Fed will lead the way against market dangers through gradual rate increases and careful communication. Megan Greene, Manulife Asset Management's chief economist, says the Fed's painted into a corner in terms of shrinking its balance sheet. Finally, Louise Yamada, a market analyst at Louise Yamada Techresearch, says a near-term correction isn't in the horizon. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Adam Posen, the president of the Peterson Institute for International Economics, and John Ryding, RDQ Economics' chief economist, agree to disagree on the past, present and future for Fed Chair Yellen and other bankers. Prior to that, David Folkerts-Landau, Deutsche Bank's chief economist, says the Fed will lead the way against market dangers through gradual rate increases and careful communication. Megan Greene, Manulife Asset Management's chief economist, says the Fed's painted into a corner in terms of shrinking its balance sheet. Finally, Louise Yamada, a market analyst at Louise Yamada Techresearch, says a near-term correction isn't in the horizon.

Frances Donald, Senior Economist at Manulife Asset Management and Chief Economist at John Hancock Financial Services, explains to Jason the changes in consumer, investor, and executive sentiment numbers in the home and job market. While we don't know exactly why the economic is experiencing such a resurgence, Frances does attribute at least some of it to the potential policy changes Trump is looking to bring. Frances and Jason also discuss pent up real estate demand, and how student loan debt is impacting that. Key Takeaways: [0:57] Investor sentiment gives a positive outlook for the US economy [3:39] Is Trump the cause of the economic forecast? [4:56] Rising interest rates present a challenge for the housing market [7:57] Trump is inspiring confidence in companies all across the country [9:38] Real estate investment is a small part of the total economy [14:30] There are two true drivers of rental housing [16:47] The housing and rental markets are not currently in their natural order [20:26] The importance of demographics in relation to wage growth Websites: www.JohnHancock.com @FrancesDonald There are fewer multipliers to growth from a rental market than there are from a housing market.

An update from Manulife with their thoughts on the dollar, growth in China, good times coming in Europe? And what's next for Trump and the markets reaction Guest: Dan Janis, Senior Portfolio Manager, Manulife Asset Management. (He runs the Global Multi-Sector Bond Strategy. He is co-lead PM of the Manulife Strategic Income Fund.)

Frances Donald, Senior Economist at Manulife Asset Management and Chief Economist at John Hancock Financial Services is today's guest. Jason Hartman and Frances discuss consumer, investor, and executive sentiment numbers in the home and job market. While we don't know exactly why the economic is experiencing such a resurgence, Frances does attribute at least some of it to the potential policy changes Trump is looking to bring. Frances and Jason also discuss pent up real estate demand, and how student loan debt is impacting that. Key Takeaways: [1:12] Investor sentiment gives a positive outlook for the US economy [3:54] Is Trump the cause of the economic forecast? [5:11] Rising interest rates present a challenge for the housing market [8:12] Trump is inspiring confidence in companies all across the country [9:53] Real estate investment is a small part of the total economy [14:30] There are two true drivers of rental housing [17:02] The housing and rental markets are not currently in their natural order [20:41] The importance of demographics in relation to wage growth Websites: www.JohnHancock.com @FrancesDonald There are fewer multipliers to growth from a rental market than there are from a housing market.

Today we meet Frances Donald, Senior Economist at Manulife Asset Management and Chief Economist at John Hancock Financial Services. Frances and Jason Hartman take a look into consumer, investor, and executive sentiment numbers around the housing and job markets. They also investigate what's behind the stock market resurgence, and how much we might be able to attribute to Trump's policy initiatives. Key Takeaways: [1:12] Investor sentiment gives a positive outlook for the US economy [3:54] Is Trump the cause of the economic forecast? [5:11] Rising interest rates present a challenge for the housing market [8:12] Trump is inspiring confidence in companies all across the country [9:53] Real estate investment is a small part of the total economy [14:30] There are two true drivers of rental housing [17:02] The housing and rental markets are not currently in their natural order [20:41] The importance of demographics in relation to wage growth Websites: www.JohnHancock.com @FrancesDonald There are fewer multipliers to growth from a rental market than there are from a housing market.

Jason Hartman talks with Frances Donald, Senior Economist at Manulife Asset Management and Chief Economist at John Hancock Financial Services. The two discuss consumer, investor, and executive sentiment numbers in the home and job market. Frances can't say for certain whether or not Trump is the reason behind the economic resurgence, but she does believe Trump's potential policy changes are the reason behind the stock market rally. Frances and Jason also discuss how the real estate market still has pent up demand despite growing student loan debt and young people being unable to buy homes. Key Takeaways: [1:12] Investor sentiment gives a positive outlook for the US economy [3:54] Is Trump the cause of the economic forecast? [5:11] Rising interest rates present a challenge for the housing market [8:12] Trump is inspiring confidence in companies all across the country [9:53] Real estate investment is a small part of the total economy [14:30] There are two true drivers of rental housing [17:02] The housing and rental markets are not currently in their natural order [20:41] The importance of demographics in relation to wage growth Websites: www.JohnHancock.com @FrancesDonald   There are fewer multipliers to growth from a rental market than there are from a housing market.

Ariel Cohen, a senior fellow at the Atlantic Council, says Putin is doubling down on his support of Bashar al-Assad and probably didn't expect Trump to turn against Russia's alliance with the Syrian leader. BMW Motors' Ian Robertson says he doesn't expect much upside to U.S. market this year. Michael Scanlon, a money manager at Manulife Asset Management, discusses bank earnings. Finally, Mecum Auctions' Dave Magers and Frank Mecum talk to Pimm Fox and Lisa Abramowicz about the collector car auction market and their upcoming Spring Classic muscle car auction.

Finally an economist talks about some new, positive stuff! Jason welcomes guest expert, Frances Donald the Senior Economist at Manulife Asset Management and Chief Economist at John Hancock Financial Services. Frances is a wealth of information as she shares CEO, consumer and investor sentiment numbers with regards to the housing market and the job market. Jason can't seem to pin Frances down on whether or not Trump, our first real estate president, is responsible for the growing economy but she does acknowledge the stock market is rallying based on the promised policy changes.   Frances says despite student loan debt and banks being reluctant to give mortgage loans to younger people the pent up demand leaves room to run in the real estate market. Key Takeaways: [4:42] Frances has a positive outlook for the U.S. economy based on the investor sentiment survey. [7:24] Does Trump deserve credit for the good economic forecast? [8:41] The challenge for the housing market moving forward is that interest rates are moving up. [11:42] Companies large and small are feeling more optimistic with Trump as president. [13:23] Residential investment or housing is a small percent of the total economy. [18:00] Frances Donald shares the two drivers of rental housing. [20:32] The natural relationship between housing and rentals is currently broken. [24:11] Wage growth and how it relates to demographics. Mentioned in This Episode: Jason Hartman Real Estate Tools John Hancock @francesdonald on Twitter

Mike discusses the current market and the positioning of the Manulife Strategic Balanced Yield Fund.

Libby Toudouze, a partner and money manager at Cushing Asset Management, says Williams Partners is in the sweet spot of the energy "renaissance." Michael Scanlon, a money manager at Manulife Asset Management, previews Apple earnings. Max Nisen, a Bloomberg Gadfly columnist covering health care, discusses Eli Lilly and Pfizer earnings, Teva's plunge after patents were invalidated and Donald Trump's meeting with the pharmaceutical industry representatives today. Finally, Patrick Donahue, a German government reporter for Bloomberg in Berlin, discusses Trump adviser Peter Navarro criticizing Germany for exploiting an "undervalued" euro.

Tom Keene, Michael McKee and David Gura bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss jobs with Cumberland's Robert Eisenbeis; the Bank of England decision with the Peterson Institute's Adam Posen; and the UK's economic outlook with Manulife Asset Management's Megan Greene. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Mike discusses the current market and the positioning of the Manulife Strategic Balanced Yield Fund.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mike Mattioli, Portfolio Manager at Manulife Asset Management, on stocks and today's bank earnings: Citigroup, US Bancorp and Wells Fargo.

Manulife Asset Management's Megan Greene weighs in on Brexit on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Mike discusses the current market and the positioning of the Manulife Strategic Balanced Yield Fund.

Walter discusses the current market and the positioning of the Manulife Strategic Balanced Yield Fund.

Terry Carr, Head of Canadian Fixed Income at Manulife Asset Management discusses the Manulife Corporate Bond Fund and how it is positioned in the current market environment.

Terry Carr, Head of Canadian Fixed Income at Manulife Asset Management discusses the Manulife Corporate Bond Fund and how it is positioned in the current market environment.