Hear from Manulife Investment’s Chief Investment Strategist and two award-winning and top performing Portfolio Managers on how to position your client portfolios to capture the best opportunities in this market environment.

Our philosophy within the Capital Markets Strategy team is fairly simple; we ask ourselves how do we make money?  With regards to the markets, it includes (but is not limited to) identifying the direction for earnings growth, inflation, interest rates and the economy; being aware of valuation (but we don’t handcuff ourselves to it); and understanding that any short-term fickle nature of the market is not reflective of the longer-term opportunity set.

 For many, 2020 was a defining year.  For the markets, it didn’t end with the turn of the calendar to 2021.  How we address our portfolios in 2021 is every bit as important as how we managed through 2020.  A great place to start the conversation is to ask ourselves: is it getting incrementally better or is it getting incrementally worse?