Compound Insights

← Compound Insights21 Jul · 27 min

CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee

CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee21 Jul27 min

Jessica Lee, Chief Investment Officer of Real Estate Credit at Manulife Investment Management, discusses portfolio construction and why today's higher-for-longer interest rate environment is creating compelling investment opportunities. Additional topics include Federal Reserve policy, inflation, sector trends, and the importance of downside protection and capital preservation in generating attractive returns.