Episode 40 — A kid in a candy store
By Macan Nia, Kevin Headland
This episode of Investments Unplugged features Sandy Sanders, Head of the U.S. Core Value Equity Team at Manulife Investment Management, who joins Philip to share his view on the market, from a bottom-up perspective, for the remainder of 2020 through 2021. From June data, indicators suggest that the steep earnings decline through the second and third quarter of 2020 may give way to the beginning of an earnings recovery in the fourth.