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

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