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PDF version Please find below links to timely market and tax related articles that you can share with your clients. You will also find a listing of all upcoming Portfolio Manager calls. If you have any questions, please let us know!
Mutual Fund Summit
- Registration will open for Tuesday, May 10th at 10 AM PST.
- You will receive an email invite on May 9th prior to registration opening with link to RSVP.
- July 6th - 8th Fairmont Chateau Frontenac, Quebec City
- October 19th - 21st The Westin Gaslamp Corner, San Diego
Monthly Soundbytes as of April 1st, 2022
Capital Markets Strategy Team Q2 2022 Chartbook
- Now available, please see the first attachment!
2022 Advisor Quick Reference Guide
Andex Charts
- Our 2022 chart is now available! PDF can be found attached.
Client Friendly Materials
Latest Viewpoints from our PMs, Capital Markets and TREPs teams can be found here.
- Most recent discussion points include;
- Market Volatility
- Inflation
- Fixed Income
UPCOMING CALLS:
The Upside of Down: Navigating Volatile Markets—Market Update Call
May 4th @ 10 AM PST
Volatility is a normal course for the markets, and although it may cause noise, it’s an opportunity that shouldn’t be ignored. Join us for a look at the current market environment from our top portfolio managers and capital markets specialists. They’ll provide their insights and guidance on how to take advantage of the opportunities that volatility provides, as well as answer questions directly from you.
Register HERE
ESG Virtual Roundtable; Answering your ESG Questions
May 10th @ 10 AM PST
The past six months have seen a flurry of activity in the ESG space, making it challenging to keep up, even for experts. In this virtual roundtable, hosted by Advisor’s Edge and Investment Executive, David Ung (Manulife ESG analysts) among other panelists will address financial advisors’ most pressing ESG questions so you can be better equipped to advise your clients, understand their needs, and choose the right investments.
Register HERE
2nd Annual Women in Finance: Career in Sales Event
May 18th @ 1 PM PST
Do you know someone interested in a career in Sales? Manulife Investment Management is hosting the 2nd annual Women in Finance: Career in Sales virtual event. Hear from a panel of leading sales professionals as they discuss their rewarding career paths and share insights into their current roles. Please share this event with anyone who is curious about the career opportunities in Wealth Management and wants to learn more!
Register HERE
Mawer US Mid Cap Equity Fund Launch
May 19th @ 10 AM PST
Join us for a live virtual event with Kevin Headland, Co Chief Investment Strategist, and Jeff Mo, CFA, Mawer Investment Management as we introduce the new Manulife U.S. Mid-Cap Equity Fund. We’re thrilled to be partnering once again with Mawer Investment Management as our long-standing partner and an established leader in SMID cap equities.
Register HERE
