Fund Manager Insights featuring Manulife Investment Management
Recorded on April 12, 2024

- [0:00] Introduction
- [1:47] Who is Manulife Investment Management?
- [2:18] Why does Manulife offer global funds?
- [3:11] Recap of global markets in the 1st quarter
- [7:18] Manulife's expectations for the 2nd quarter of 2024
- [8:14] Is it too late for investors to go in to global equities?
- [11:09] Building a Core Strategy vs. a Tactical Strategy
- [14:50] Manulife's tactical views on US
- [17:03] Manulife's tactical views on India
- [20:34] Manulife's tactical views on technology and its growth momentum
- [22:18] Manulife's tactical views on healthcare as a defensive sector
- [24:02] What are the potential risks in the market today?
- [25:18] Concluding Remarks

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