Viewpoints by James Robertson, CIM, at Manulife Investment Management
James is responsible for overseeing all aspects of the firm’s Canadian asset allocation franchise, including portfolio management, research and development, product development, business development, and trading. He leads Canadian portfolio management efforts across a wide range of multi-asset and multimanager solutions. In addition, as global head of tactical asset allocation, James takes a leading role in driving the tactical positioning and the portfolio construction process of tactically oriented solutions globally.
Previously, James was the chief investment officer for McLean and Partners in Calgary. Prior to that, he was vice president, proprietary investments (equities), at Manulife Financial, following four years as an internal hedge fund manager there. Earlier in his career, he held executive positions at CTSecurities, JP Morgan Canada, and BLC Securities. James holds the Canadian Investment Manager designation.
Education: B.B.A., University of New Brunswick; M.B.A., Concordia University
Joined the company: 2016
Began career: 1982
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Asset allocation update: Foresight November 2022
Our multi-asset solutions team examines how recent developments have shaped expected returns across different asset classes.
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Foresight November 2021: macro themes and market outlook
Optimism about the reopening has faded as supply chain disruptions, inflation, and changes in the labor market weigh on sentiment. We examine how returns expectations across asset classes have changed in recent months.
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Foresight May 2021: macro themes and market outlook
Optimism about the lifting of lockdown restrictions has been offset by concerns about inflation. Find out how our returns expectations across asset classes have changed in recent months.
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