Manulife Investments / Client Articles on Tax and Market Volatility / Upcoming Calls

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.

Segregated Fund Summit

• Registration will open on Tuesday, April 26^th at 10 AM PST.
• You will receive an email invite tomorrow morning prior to registration opening with link to RSVP.
• June 8^th - 10 Sofitel Hotel, Montreal  

Mutual Fund Summit

• Registration will open for Tuesday, May 10^th at 10 AM PST.
• You will receive an email invite on May 9^th prior to registration opening with link to RSVP.
• July 6^th - 8^th Fairmont Chateau Frontenac, Quebec City
• October 19^th - 21^st The Westin Gaslamp Corner, San Diego

Monthly Soundbytes as of April 1^st, 2022

• In-depth commentary from a variety of our PMs for specific funds on our shelf.
• Please click the link here!

Capital Markets Strategy Team Q2 2022 Chartbook

• Now available, please see the first attachment!

2022 Advisor Quick Reference Guide

• Available within this link!

Andex Charts

• Our 2022 chart is now available! PDF can be found attached.

2022 Federal Budget Review & Summary

• Developed by the Tax, Retirement & Estate Planning Services team for your reference, this piece highlights changes delivered by the Liberal government on April 7, 2022.
• Available with this link!

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:

ESG Virtual Roundtable; Answering your ESG Questions

May 10^th @ 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

Mawer US Mid Cap Equity Fund Launch

May 19^th @ 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