Strategic Fixed Income Opportunities Strategy

The strategy seeks to generate competitive, consistent, risk-adjusted performance by investing across global fixed-income markets while adding value primarily through sector rotation, security selection, and opportunistic currency investments. The team believes in a fundamental, risk-managed investment process that seeks out the best opportunities on a global basis while controlling interest-rate, credit, currency, and liquidity risk.

Philosophy

The team believes strong, consistent returns can be generated by investing primarily in a portfolio of global government, corporate, and securitized debt, including emerging markets and high-yield securities. Currency management seeks to further diversify the portfolio, mitigate risk, and add value. By expanding the investment universe to include multiple sectors and currencies, the team believes they increase their potential to add value while reducing risk.

Documents

Strategic Fixed Income Opportunities Fact Sheet
PDF - 505 KB

Managed by

Chris is head of the company's global multi-sector fixed-income strategies, responsible for portfolio management, global sovereign debt, portfolio construction, and currency and risk management. Previously, he was a portfolio manager for global multi-sector fixed-income and, prior to that, he was a senior investment analyst and trader with the team. Earlier in his career, he worked in several other areas of the firm, including as an investment risk analyst on the quantitative research team. Chris began his career at State Street Bank. He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.

Education: B.S.B.A., Management, Stonehill College; M.S.F., Boston College
Joined the company: 2005
Began career: 1999

Tom is responsible for portfolio management, global bond research, security selection, and risk management for the company’s global multi-sector fixed-income strategies. Prior to joining the company, Tom held positions at Putnam Investments, Transamerica Investments, SAC Capital, and Fontana Capital.

Education: B.B.A., University of Wisconsin; M.A., Finance and Accounting, JL Kellogg Graduate School of Management at Northwestern University
Joined the company: 1995; rejoined in 2009
Began career: 1987

Kisoo is responsible for portfolio management, global bond research, and currency management for the company’s global multi-sector fixed-income strategies. He joined the firm from a hedge fund firm based in Hong Kong, where he was a founding member and COO. Prior to that, he was the CIO, responsible for tactical asset allocation investing in global equities, fixed income, commodities, foreign exchange, and interest-rate asset classes at Prince Asset Management, Hong Kong. Earlier in his career, Kisoo held positions at Bank of Montreal, Fleet National Bank, Morgan Stanley, and Bank of New England, where he began his career specializing in treasury products, foreign exchange, and interest-rate trading.

Education: B.A., Economics, Tufts University; Executive Business Diploma, University of Chicago, Graduate School of Business
Joined the company: 2011
Began career: 1986

Important disclosures

Daniel S. Janis will be retiring effective on March 15, 2023.

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region.

Separate accounts

Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities.

Pooled Funds

Our professionally managed Pooled Funds are available to qualified institutions.

Mutual funds

Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.

March 4, 2022

Not all pluses are equal: the case for an active approach to fixed-income spread sectors

Howard C. Greene, CFA, Senior Portfolio Manager, Co-Head of U.S. Core and Core-Plus Fixed Income Manulife Investment Management

Daniel S. Janis III, Former Senior Portfolio Manager, Co-Head of Global Multi-Sector Fixed Income Manulife Investment Management

Endre Pedersen, Deputy CIO, Global Fixed Income & CIO, Global Emerging Markets Fixed Income Manulife Investment Management

The new year has already delivered a raft of new challenges for fixed-income investors in addition to the familiar headwinds. We take a closer look at how investors can implement solutions without taking on excess risks.

February 28, 2022

Incorporating the Russia-Ukraine conflict in a global macro outlook

Frances Donald, Former Global Chief Economist and Strategist Manulife Investment Management

For the global economy, the Russia-Ukraine conflict and its repercussions amount to a stagflationary shock. We assess the situation's impact on our medium-term macro outlook.

February 10, 2022

What is quantitative tightening and why it matters

Eric Theoret, CFA, CMT, Former Global Macro Strategist, Macroeconomic and Strategy Team, Multi-Asset Solutions Team Manulife Investment Management

The Fed is poised to announce plans to begin quantitative tightening soon. We examine how markets reacted the last time the U.S. central bank moved to reduce the size of its balance sheet.

Important information

The material contains information regarding the investment approach described herein and is not a complete description of the investment objectives, risks, policies, guidelines or portfolio management and research that supports this investment approach. Any decision to engage Manulife Investment Management should be based upon a review of the terms of the prospectus, offering documents or investment management agreement, as applicable, and the specific investment objectives, policies and guidelines that apply under the terms of such agreement. There is no guarantee investment objectives will be met. The investment process may change over time. The characteristics set forth above are intended as a general illustration of some of the criteria the strategy team considers in selecting securities for client portfolios. Client portfolios are managed according to mutually agreed upon investment guidelines.

This information has been provided by Manulife Investment Management. All material is compiled from sources believed to be reliable and correct but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instrument nor does it constitute an offer or invitation to invest in any fund managed by Manulife Investment Management and has not been prepared in connection with any such offer. This information does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed.

References to securities, transactions or holdings should not be considered a recommendation to purchase or sell a particular security and there is no assurance that, as of the date of publication, the securities remain in the portfolio. Additionally, it is noted that the securities or transactions referenced do not represent all of the securities purchased, sold or recommended during the period referenced and there is no guarantee as to the future profitability of the securities identified and discussed herein.

The indices cited are widely accepted benchmarks for investment performance within their relevant regions, sectors or asset classes, and represent non managed investment portfolio.