Upside of Down

As the market moves up and down, investors’ emotions follow suit. On the upside, optimism, excitement and jubilation. On the downside, anxiety, fear and regret.

In these periods, your greatest challenge as an advisor is helping your clients overcome emotional impulses so they can make the rational decisions that will help them reach their goals.

“If I’m making money, I’m confident. If I’m not making money, I’m not confident.”

Market events can have a significant impact on how your clients feel and what they do. Discover the science behind investor behaviour.

“Market volatility
affects us all.”

Help your clients withstand market ups and downs — with funds that offer exposure to the ups and protection from the downs.

“I had to do what
I had to do.”

With insight into economic and market trends, you can be proactive with your clients and help them stay on track.

“Investors tend to make suboptimal decisions during periods of market panic.”

David Lewis, Chief Client Officer, BEworks, explains what drives investor behaviour and why advice is the key to embedding your clients in your business.

Lessons from the past

It took the S&P 500 more than four years to recover the ground lost in the 2007 – 2009 bear market. When the next downturn comes, what will your clients do?

17 months from peak to trough and 50 months to break even

Bear Markets are declines of 20% or more from its peak and greater than 30 days.

Source: Bloomberg & Manulife Investments ($ CAD). Past performance is not a guarantee of future performance. The index is unmanaged and cannot be purchased directly by investors.

Enable your clients to
make the right decisions.

Human beings may fall prey to emotions, intuitions and biases that can lead them to make less-than-optimal investment decisions and potentially compromise their ability to reach their goals.

We're here to help you understand the impact of human emotions in volatile markets so you can help insulate your clients — with access to information, resources and expertise along with actively managed solutions that offer both downside protection and upside participation.

Our Funds

To learn more, contact your wholesaler or visit

Understanding markets and building better portfolios

Investment Note Market Views

Our Capital Markets Strategy team regularly analyzes key market events and examines the implications for investors.

Read more
Canadian Equities - Philip Petursson Market Intelligence

Our quarterly report provides an outlook on capital markets, identifying trends, opportunities and risks.

Read more
Investments Unplugged by Philip Petursson In*vest*ments: Unplugged

These insightful and lively podcasts are hosted by Philip Petursson, Chief Investment Strategist, Manulife Investments.

Read more
See our complete list of 4 to 5  star rated funds Star Performers

Recommending mutual funds just got easier with this complete list of Manulife funds that have four- and five-star ratings from Morningstar.

Read more
Advisor Focus Summer 2019 Advisor Focus

Packed with industry insight, thought leadership, sales concepts and practice management articles, this publication provides thought-provoking insights you can share with clients.

Read more
Using Behavioural Economics to help clients make better financial decisions Using Behavioural Economics to help clients make better financial decisions

Our behavioural tool kit explains investing behaviours and how you can use this knowledge to make better decisions and help your clients make better decisions.

Read more
Chart and texts The Importance of Downside Protection

Describes why downside protection matters to investors and explains mutual fund's upside and downside capture ratios and active share.

Read more

Strategies to use with your clients

Trees with sunflare Five timeless principles for investing success

Share timeless principles investors can count on in volatile times.

Read more
Chart with levels of emotions Take the emotion out of investing

Help investors avoid making emotional decisions during periods of volatility.

Read more
Manulife dollar-cost averaing fund Manulife Dollar-Cost Averaging Fund

The Manulife Dollar-Cost Averaging Fund provides investors with a systematic approach to investing in the markets along with a competitive rate of return.

Read more
Solutions website Solutions

Solutions features easy-to-read articles on lifestyle, investing, insurance and tax planning.

Read more