Viewpoints by Patrick Blais, CFA, at Manulife Investment Management
Patrick Blais, FSA, CFA, is a managing director and senior portfolio manager at Manulife Asset Management and co-head of the Fundamental Equity Team, responsible for Canadian Core Equity strategies. Previously, Patrick was a member of the Growth Equity team responsible for the Large Cap Growth mandate. Prior to joining Manulife Asset Management, Patrick was a growth portfolio manager and analyst at KBSH Capital Management, focusing on international equities. Previously, he was a global senior equity and corporate debt analyst at Sun Life Financial. Patrick is a CFA charterholder and a Fellow of the Society of Actuaries.
Although equity markets have recently pulled back on global trade tensions—and the bond markets have flashed recession warning signs—we think the most relevant tail risks to Canadian equities are missing from current market headlines. Patrick Blais, CFA, FSA, senior portfolio manager, describes what he sees as the key threats to markets and where current challenges pose less potent risks to stocks with higher cash returns.Read more