Episode 44 — Thinking strategically about fixed income
This episode of Investments Unplugged features Daniel Janis, Head of the Global Multi-Sector Fixed Income Team at Manulife Investment Management, who joins Philip to talk about what the fixed-income portfolio looks like heading into 2021. Dan shares how his team analyses and assesses risk within fixed-income investing, and how they pivoted their portfolio in 2020. Philip and Dan also discuss modern monetary theory and their outlook on the U.S. dollar.