Portfolio Intelligence Podcast
The Portfolio Intelligence Podcast is hosted by John Bryson, head of investment consulting at Manulife John Hancock Investment Management. Each episode features interviews with asset allocation experts, portfolio construction specialists, and seasoned investment professionals from across the firm's multimanager network. The discussions focus on practical ideas that financial advisors can apply to grow their practice. Topics center on investment strategy and helping clients pursue better long-term outcomes.
Episodes
Supporting clients through college planning and transition
The college journey is one of the most significant milestones for families. In this episode, John Bryson is joined by Nancy and Gail to share insights on financial planning, admissions decisions, family dynamics, and managing the emotional transition.Together, they discuss the wide range of decisions and emotions families have to navigate, and offer practical strategies advisors can use to support
From AI to the Fed: what could shape the rest of 2026?
Few trends have influenced markets more this year than the AI buildout, evolving policy expectations, and uncertainty in energy markets. On this timely episode with host John Bryson, Matt and Emily share their latest insights on what's ahead for investors.
They explain why economic growth and corporate earnings have remained resilient, and how equities and bonds are responding to the Fed’s evolvin
Finding value in fixed income amid equity volatility
As investors navigate a volatile market shaped by geopolitical uncertainty, host John Bryson welcomes Jeff to discuss what it all means for bond investors.
Jeff shares his thoughts on the U.S. economic outlook, examining opportunities along the yield curve, and why fixed income may be increasingly attractive. Here’s a snippet of the conversation.
1 What does the current macro environment mean for
How AI is driving equity momentum and attractive alternatives
As equity markets continue to gain momentum following a March drawdown, host John Bryson welcomes Matt to help investors make sense of the market and economy, and how to navigate an uneasy rally.
Matt shares his perspective on the drivers behind stronger-than-expected corporate earnings, portfolio concentration risks in AI, and attractive opportunities for diversification. Here’s a snippet of the
Positioning portfolios for volatility with long/short investing
As investors look to adapt portfolios to a more complex and uneven equity market, host John Bryson is joined by Josh to discuss how global long/short equity strategies can support portfolios in volatile times.
Josh shares his perspective on why volatility and dispersion can create attractive opportunities for active investors, and how long/short strategies may help manage downside risk while seeki
How to approach alternatives and private credit today
As investors assess both the opportunities and challenges in private credit, host John Bryson is joined by David T. Vincent, CFA, CAIA, Co-Head, Alternatives Intermediary Distribution at Manulife Investment Management, to discuss how the market has evolved and what investors should consider as they look beyond traditional asset classes.
David shares his perspective on the growth of private credit
What energy shocks mean for markets and investors
As markets navigate energy supply disruptions and mixed economic data, Matt and Emily join the podcast to provide a timely, broad market update.
They share their perspectives on how oil supply shocks are affecting markets, how energy dynamics are influencing inflation and growth expectations, and where they see potential opportunities across equities, fixed income, and alternatives.
1 What’s drivi
The role of municipal bonds in tax-efficient portfolios
After a bumpy year with shifting supply dynamics and uneven performance, the muni market has regained its footing. In this episode, host John Bryson speaks with Adam for a discussion on what’s driving improved performance and the opportunities for investors.
Adam breaks down how issuance trends, investor flows, and structural factors are shaping the market. He also shares why investors should cons
Beyond home bias and the case for international equities
International equities have recently generated meaningful outperformance relative to U.S. equities, suggesting a material shift after an extended period of U.S. dominance. Host John Bryson is joined by Dean Bumbaca, CFA, portfolio manager at Axiom Investors, to discuss why international markets could continue to gain momentum and how global exposure can help investors capture these dynamic opportu
Market update and key investment themes for 2026
As markets enter 2026, investors are seeking clarity on how to navigate shifting risks and opportunities. Matt and Emily join the podcast to provide a wide-ranging market update amid the ongoing volatility and geopolitical uncertainty.They share their perspectives on what investors should watch for in today’s environment, including the impact of global events on inflation, the importance of focusi
The role of alternative investments in modern portfolios
As the investment landscape continues to evolve, alternative investments are playing a larger role in portfolio construction. In this episode, host John Bryson talks with Pattie about the factors driving increased interest in this segment.Pattie shares insight into the development of new product structures, advances in technology, and the expanding access to private markets. She also addresses how
Focusing on income and quality: portfolio positioning for 2026
2025 was a year unlike any other, with politics and sentiment driving markets more than fundamentals. In this episode, host John Bryson welcomes Matt and Emily to share their views on what shaped the year and how they’re thinking about portfolio positioning for 2026.Matt and Emily discuss why they’re taking a “drafting the market” approach, i.e., remaining fully invested, with a focus on managing
What you need to know about Medicare planning
Medicare is a cornerstone of retirement planning, but its complexity can leave many retirees feeling overwhelmed. In this episode, host John Bryson, head of investment consulting, investment data analytics, and education savings at Manulife John Hancock Investments, welcomes Danielle to break down the Medicare essentials you need to know for 2026 and beyond.Danielle, author of the book 10 Costly M
What’s driving the renewed focus on municipal bonds
After a year marked by early uncertainty and underperformance, the municipal bond market has rallied, offering investors attractive yields and renewed opportunity as 2025 draws to a close. In this episode, host John P. Bryson welcomes Adam for a timely discussion on what’s driving performance in the municipal bond market. Adam shares his perspective on how supply dynamics, investor flows, and sect
Taking stock: mixed economic signals, Fed expectations
As the economic landscape grows more complex, investors and advisors are facing new questions about growth, inflation, and what the U.S. Federal Reserve (Fed) may do next. In this episode, host John P. Bryson is joined by Matt and Emily, who discuss the strength of theongoing market rally, recent volatility in the banking sector, the bond market, and rate-cut expectations. They emphasize thoughtfu
Celebrating 100 episodes with John Bryson
In a twist for the 100th episode of the Portfolio Intelligence podcast, the roles are reversed as Justin Clarke, CRPC, senior vice president, takes over duties to interview the series’ regular host, John Bryson, head of investment consulting.Since the podcast’s inception in 2020, John has been steering listeners through a myriad of market and investment views through insightful conversations with
How OBBBA changes affect college funding and savings
The landscape of college funding has shifted with the passage of OBBBA. As families prepare for future education costs, understanding these changes becomes crucial.In this episode, Mark joins podcast host John P. Bryson to unpack the details of this comprehensive legislation. He delves into how OBBBA affects federal student loan programs, Pell Grants, and college savings plans. Here’s a brief Q&A
Post-summer outlook: evaluating the market landscape
With fresh economic data and anticipated interest rate cuts from the U.S. Federal Reserve, the market has a lot to look forward to as the back-to-school season ushers in a time of renewed focus. In this episode, host John Bryson sits down with Matt and Emily for a timely check-in as summer draws to a close.They delve into the recent uptick in global Purchasing Managers’ Index (PMI) readings and ho
Know what you own: fixed-income in focus
Understanding the nuances of private and public fixed-income portfolios is crucial for advisors to deliver effective outcomes for clients. Our Head of Investment Product Management Matthew C. Hammer, CRPC, discusses strategies for crafting resilient fixed-income portfolios.
Demystifying the Social Security Fairness Act
With the Social Security Fairness Act now in effect, significant changes are under way for retirement benefits. In a conversation with podcast host John P. Bryson, Brooke delves into the implications of eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) and what the changes mean for current and future retirees. Here’s a glimpse into the conversation.1 What
Understanding active ETFs and ETF share classes
Active ETFs are gaining traction as a tool for alpha generation, while the potential for an ETF share class has come to the forefront in the past few months. Steve discusses considerations for investors looking to incorporate these investment options into their portfolios in this episode with podcast host John P. Bryson. Here’s an excerpt from the conversation:1 What are active ETFs?Steve: An acti
Cutting through the noise—portfolio positioning in a shifting economy
Whether we’re considering domestic or international equities, market movements and valuations seem to be reflecting sentiments rather than underlying fundamentals. Moving into the second half of 2025, it’s crucial to look beyond inflated valuations and seek pockets of opportunity that offer both value and quality.In this episode, Matt and Emily talk to podcast host John P. Bryson about how investo
College admissions—navigating test-optional applications
The college admissions process can be incredibly competitive and stressful―intense strategizing is required. The lack of clarity around the role that standardized admissions tests such as the SAT and ACT play in the process doesn’t help. College admissions coach Nancy Steenson joins podcast host John Bryson on how best to navigate the evolving college admissions environment.
From inflation to rate cuts—evaluating potential tariff impacts
Spring, they say, can really hang you up the most―and that’s the tune that’s played out in the markets so far, in the wake of Liberation Day. Might the proposed tariffs lead to a recession? How should investors position their portfolios amid uncertainty? Take a listen to what Matthew D. Miskin, CFA, our co-chief investment strategist, has to say.
How might tariffs affect U.S. growth and the Fed’s approach to rates?
Tariffs―a topic that’s dominated many conversations in recent days, and likely, for many more to come. Alex Grassino, global chief economist at Manulife Investment Management, joins podcast host John P. Bryson to explore how tariffs can affect the way businesses and consumers think about their decisions. Alex also explains why the relationship between tariffs and inflation may not be as straightfo
Avoid pumping up the volume—tempering return expectations
Markets started the year on a slightly uneven footing as issues such as stock-price valuation, tariffs, and U.S. interest rates weighed on sentiment. While our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, think compelling investing opportunities can still be found, they feel that it may be time for investors to adjust their expectations.
Why U.S. stocks may continue to do well in 2025
A new year typically ushers in new hopes. Where Wall Street’s concerned, 2025 may well ring in new highs. Emory W. (Sandy) Sanders, Jr., CFA, Senior Portfolio Manager at Manulife Investment Management shares his investment approach with podcast host, John P. Bryson, and explains why he’s feeling sanguine about the coming year.
Market outlook: what’s changed since the election?
After an initial burst of euphoria following the election, investors appear to have adopted a more cautious mood as they assess how the incoming administration might shape financial markets. Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views.
Medicare decisions for today’s retirees
Danielle K. Roberts, co-founding partner of the insurance agency Boomer Benefits, joins podcast host John P. Bryson to discuss what today’s retirees and near-retirees need to know about Medicare and how to factor healthcare costs into their overall financial plans and decision-making. Danielle, author of the book 10 Costly Medicare Mistakes You Can’t Afford to Make, outlines the different parts of
How should investors approach private credit?
It wasn’t that long ago when private credit, as an asset class, was all but available to everyday investors. But that’s changing, thanks to growing retail interest in alternative assets. What should investors know about private credit before making room for the asset class in their portfolio? Podcast host John P. Bryson speaks with Alex C. Catterick, global head of alternative investment solutions
How should investors approach portfolio positioning as rate cuts begin
Judging by market reaction, the U.S. Federal Reserve’s decision to lower rates at its recent meeting appears to have assuaged concerns about a pending recession. Podcast host John P. Bryson caught up with our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, and asked them if the rate cut had influenced their view of the markets.
Paying for college without falling into deep debt
Financial literacy is especially important for college students, given the costs of taking on excessive student debt or selecting a school or major that isn’t a good match. With a background in college admissions, recruitment, and finance, the University of Alaska’s Lael Oldmixon shares insight on navigating today’s costly higher education environment as she explores student loans, 529 savings acc
Looking beyond mega-tech
In a year where investor focus was squarely trained on mega-cap technology stocks, small caps finally found their moment in the second week of July. Was it just a momentary break from normal service, or is it a signal of a broader stock rotation to come? Matthew D. Miskin, CFA, our Co-Chief Investment Strategist, shares his views.
Finding value in today’s markets
The continuing sense of euphoria surrounding the technology sector may suggest that growth stocks are the place to be. But at what point does valuation become a stumbling block for investors? Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views.
Amid uncertainty, is stock rotation the way forward?
Dusting off the stock-rotation playbook in the past few months turned out to be a good decision for some investors, but will it continue to be relevant going forward? Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, take stock of recent market developments and explain why, amid the uncertainty, it may not be a good idea to sell in May and go away.
Tips for making college admissions officers say, ‘wow’
How do you make your college application and essay stand now that AI can influence how application materials are generated and screened? Hear from Nancy Steenson, a college admissions coach, as she joins the podcast and host John Bryson to offer tips for students and parents as they navigate today’s college admissions environment.
Nancy explores how admissions officers are factoring in standardi
Investing with patience in a higher-for-longer rate environment
An initial round of interest-rate cuts no longer appears to be imminent, given recently uneven inflation data and robust jobs growth that have prompted the U.S. Federal Reserve to put a dovish policy shift on hold. What does this delayed timeline mean for equities and fixed income heading into earnings season?
Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, co-chief investment strategists at
Will the impressive stocks rally in Q1 continue?
https://www.bloomberg.com/news/articles/2022-10-19/record-bloat-set-stage-for-record-pain-in-cross-asset-portfolios
Navigating the Fed’s on-again, off-again pivot on interest rates
The U.S. equity market continued to rally in early 2024, even as the latest inflation data and the economy’s resilience prompted the U.S. Federal Reserve to dampen expectations for a full-fledged pivot to an aggressive rate-cutting stance through year end. What’s an investor to do in this highly uncertain environment?
Matthew D. Miskin, CFA, co-chief investment strategist at John Hancock Investm
Is there still time to move cash off the sidelines and into bonds?
Amid a shifting interest-rate outlook and inflation picture, the U.S. fixed-income market saw a swift reversal in 2023 as bond yields spiked through most of the year before sinking beginning in late October. With that recent volatility fresh in mind, we explore the outlook for the rest of 2024 with Jeffrey N. Given, CFA, senior portfolio manager and co-head of U.S. core and core-plus fixed income
Earnings optimism and rate-cut expectations are driving sentiment: is it sustainable?
As market expectations of interest-rate cuts solidifies, the investment case for fixed-income asset is likely already well telegraphed. The story for equities, however, could be slightly more complex. Might U.S. stocks extend their 2023 winning streak into the new year as the lagged effects of monetary tightening make their way into the real economy? Will current valuations—and, crucially, earning
What does November’s rally tell us about bonds and rates?
The month of November no doubt brought a fair amount of relief to investors who had been, up to that point, operating under a huge cloud of uncertainty. News that inflation had eased more than expected in October strengthened the case for a pause in interest-rate hikes and sparked a rally in the stock market. While the shift in investor sentiment is encouraging, is it likely to last? Podcast host
Understanding Medicare coverage
Danielle Roberts, founding partner of the insurance agency Boomer Benefits, joins podcast host John P. Bryson to discuss the ins and outs of Medicare, an important part of many retirees' financial planning. Danielle outlines the different parts of Medicare coverage, addresses common misconceptions, and offers advice to help investment professionals assist clients ahead of potential Medicare change
Unpacking the muni market: our late 2023 outlook for municipal bonds
Adam A. Weigold, CFA, senior portfolio manager and head of municipal bonds at Manulife Investment Management, joins podcast host John P. Bryson to discuss the state of the municipal bond market and emerging trends in the segment. Adam explains how munis’ primarily retail investor base shapes dynamics in the muni market, and he explores the impact that changes in the economic outlook can have on th
Navigating the financial markets in Q4 2023 and beyond
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to discuss the late September rise in market volatility and their outlook for the fourth quarter of 2023 and beyond. They discuss how the current environment is affecting different asset classes and unpack their monetary policy expectations for the next 12 to 18 months. Finally, the strateg
Cutting the cost of college with financial aid and other resources
College is an expensive undertaking. In this episode, Peg Keough of College Aid Pro discusses ways to reduce college costs by leveraging financial aid and other resources. She explores why most families don’t apply for financial aid, discusses what families can do to increase potential aid, and unpacks how students can seek to maximize their aid packages. Peg also offers tips on applying for priva
China’s troubles, easing U.S. inflation, and other top Q3 issues for investors
With earnings season coming to a close, our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join podcast host John P. Bryson to share their market outlook. They discuss the latest data pointing to an economic slowdown in China and the contagion risks that it poses for other markets. The strategists also explore the continued easing of U.S. inflationary pressures,
Portfolio positioning for Q3 2023 and beyond
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to discuss their market outlook at midyear 2023. Among the topics covered: How will the U.S. Federal Reserve keep inflation in check without risking a recession and what are the implications for fixed-income investors? Where does the U.S. economy stand relative to those of other developed n
Who are the future’s AI giants? From hyper-scalers to model specialists
What’s so different about artificial intelligence (AI) today than in the past? Stephen Freedman, Ph.D., CFA, FRM, joins podcast host John P. Bryson to explore the current AI boom. Steve, the head of research and sustainability for equities investing at Pictet Asset Management, discusses the evolution of AI while focusing on the new ways that it’s being used today. He also considers AI’s positive d
How financial professionals can help business owners with exit planning
Lee Small, senior vice president and divisional sales manager at John Hancock Investment Management, joins podcast host John P. Bryson to discuss key challenges that business owners face in planning for ownership transitions. Lee explores the role that financial professionals can play in assisting with exit planning and describes a new John Hancock program, “Empowering Business Owners’ Conversatio
Unpacking new trends in college admissions and scholarships
In this episode, college admissions coach Nancy Steenson joins podcast host John P. Bryson, head of investment consulting at John Hancock Investment Management, to discuss the changing landscape of college admissions and scholarships. Nancy explains the best source of scholarships for college students today, unpacks the difference between a needs-based financial aid scholarship and a merit scholar
Fixed-income outlook for a potential monetary policy transition
Howard C. Greene, CFA, and Jeffrey N. Given, CFA, senior portfolio managers and co-heads of the U.S. core and core plus fixed-income team at Manulife Investment Management, join podcast host John P. Bryson to discuss current fixed-income opportunities, the factors driving recent volatility, and takeaways for bond investors. They also analyze how investments have performed historically during perio
Have bank fears upended the investment outlook?
Bank failures and federal interventions injected more uncertainty into financial markets as the first quarter of 2023 wound down. Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join podcast host John P. Bryson to discuss prospects for any further escalation of bank risks, the government’s capacity to deal with such scenarios, and the potential impact on equities
Women, wealth, and wisdom: helping clients take charge of their finances
When it comes to investing, women and men often differ in their approaches and their goals. Gain perspective from two veteran business consultants at John Hancock Investment Management, Julie Cronin and Sarah Walter, CIMA, ABFP, PMA, CSRIC, AWMA. Julie and Sarah join podcast host John P. Bryson to discuss the importance of women taking charge of their finances. Among the topics they cover: the big
Positioning portfolios midway through Q1 2023
With the first quarter of 2023 nearly half over, Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join podcast host John P. Bryson to analyze the latest economic and market trends and consider portfolio positioning ideas for the rest of the year. They explore quarterly earnings season trends, the latest policy shift from the U.S. Federal Reserve, and the challenge
How financial professionals can build trust and resilience in their client relationships
Gail Parsons, founder and president of Lifecycle Focus, joins podcast host John P. Bryson to discuss strategies to help financial professionals manage stress, focus on resiliency, and deliver better outcomes in their personal and professional lives. She explores common workplace misconceptions about managing workloads and shares insight on practicing self-awareness and managing energy levels throu
What’s ahead for the Fed in 2023?
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to explore how the U.S. Federal Reserve (Fed) has fared in 2022 in terms of managing inflation and unemployment. They also discuss the Fed’s anticipated policy shifts in 2023, where they see the pivot happening, and how the timing could affect portfolio positioning. Emily and Matt also exam
Our market outlook looking ahead to 2023
In this episode, our chief investment strategists, Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, analyze recent market movements and discuss what they’re expecting to see in 2023. They offer their views on the potential course of the U.S. Federal Reserve’s interest-rate increases in coming months, explore opportunities in equities and fixed income, and unpack the impact of U.S. dollar volatil
How financial professionals may benefit from leveraging the power of model portfolios
In this episode, Katie Baker, senior national account manager and model delivery lead at John Hancock Investment Management, and Bruce Picard, CFA, portfolio manager and head of model portfolios at Manulife Investment Management, discuss potential opportunities in model portfolios. They explore the potential benefits of leveraging asset allocation models on the business and the investment front, e
Seeking opportunities in today's turbulent bond market
Howard C. Greene, CFA, a senior portfolio manager and co-head of U.S. core and U.S. core-plus fixed income strategies with Manulife Investment Management, joins podcast host John Bryson to discuss what goes into bond picking and why it's more than just forecasting interest rates. Howard also shares insight on how supply and demand components and the investing landscape play into his team’s decisio
The market outlook entering year-end 2022
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to offer their takeaways from the third quarter, discuss their current views on equities, and explain how their outlook has evolved. The strategists also share the concerns they're hearing from financial advisors and investors about equity and fixed-income portfolio positioning. Finally, Em
What financial advisors need to know about the changing fee landscape
Our Head of Strategic Relationships and Investment Specialists Andy McFetridge returns to the podcast to share his insight about the changing fee landscape. In today’s environment of investment product commoditization and fee compression, research shows that clients are increasingly turning to financial advisors for comprehensive financial planning. While that’s a service that adds true value to y
Charting market headwinds in the second half of 2022
Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join podcast host John Bryson to discuss the forces driving recent market volatility. The strategists also explore asset allocation in the current environment and options for investors seeking to leverage alternative asset classes for their portfolios. Finally, Emily and Matt identify potential market catalysts ente
Positioning portfolios for a late cycle environment
Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, co‐chief investment strategists, John
Hancock Investment Management, return to the podcast to talk about key themes that they’re focusing
on during the third quarter of 2022. The strategists discuss their views on equities and where they’re
currently finding opportunities. They also share their fixed‐income outlook for the current late‐cycle
envir
Inflation and stagflation—assessing their impact on markets and the economy
Frances Donald, global chief economist and strategist with Manulife Investment Management’s multi-asset solutions team, joins podcast host John P. Bryson to explore current inflationary forces and their economic impact. Frances offers real-life examples to explain the differences between inflation, deflation, and stagflation, and she examines the tools that the U.S. Federal Reserve has to fight in
Where does the U.S. economy stand entering mid-year 2022?
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join our podcast host and Head of Investment Consulting John P. Bryson to unpack the latest economic data and share their outlook. The strategists also discuss what economic indicators to watch as the U.S. Federal Reserve seeks to bring inflation under control while engineering a soft landing that avoids a poten
Unpacking spring’s surge in market volatility
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join podcast host John P. Byson to discuss the market volatility we’ve seen in the early spring. The strategists discuss common questions they’re hearing from financial advisors, such as which indicators could point to the stock market reaching a bottom, creating potential buying opportunities. They also present
Preparing for today's competitive college admissions environment
College admissions coach Nancy Steenson returns to the podcast to chat with our host John P. Bryson about the challenges that families face in today's increasingly competitive college admissions environment. She explains the reality of grade inflation in high schools around the country and the exceptional portfolio of students who get into the top-tier universities. Furthermore, Nancy explains the
Portfolio positioning for a moderating economy
Emily R. Roland, CIMA, Matthew D. Miskin, CFA, co-chief investment strategists, John Hancock Investment Management, return to the podcast to talk about positioning portfolios for a moderating economic environment. The strategists discuss what stood out to them in terms of cross asset class performance for Q1. They explain their short- and long-term fixed-income outlooks and share insight for inves
A case for value stocks for today’s investors
Joshua C. White, CFA, and David T. Cohen, CFA, portfolio managers, Boston Partners, join podcast host John P. Bryson to talk about the short-term and long-term case for value stocks for today’s investors. They also talk about Boston Partners’ value strategy and approach and how they stuck to it during times of volatility. Josh and David, who are also portfolio managers of John Hancock Disciplined
Opportunities arising from recent market volatility
Best practices of virtual meetings for financial professionals
Brendan Barca, a coach, speaker, and consultant at Brendan Barca Solutions, returns to the podcast with tips on best practices for virtual meetings for financial professionals. He also explains what mistakes to avoid and shares top virtual meeting techniques. In this episode, Brendan also discusses the best way to set expectations with new and current clients regarding what's going to be virtual a
Our 2022 economic projections and investment outlook
In this episode of Portfolio Intelligence, Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss their 2022 economic projections and investment outlook. The strategists also share what factors they’re currently watching, their expectations from the U.S. Federal Reserve, and their concerns for the U.S. and global economy in 2022. Finally, the strategists share t
Using LinkedIn Sales Navigator to help build your business
Brendan Barca, a coach, speaker, and consultant at Brendan Barca Solutions, returns to the podcast with tips for financial professionals using LinkedIn Sales Navigator as a business-building tool. He discusses why it might be worth it for advisors to pay for the service rather than using the free version of LinkedIn. Barca also explains how LinkedIn Sales Navigator has built-in customer relationsh
What P/E ratios are saying about stocks
Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join the podcast to address valuation worries and why overall market price-to-earnings (P/E) ratios have been steady due to strong earnings growth. The strategists also discuss what retail sales, jobs reports, and other indicators are saying about the health of the U.S. economy. Finally, they weigh in on what higher
Investing in the environmental megatrend
Global environmental change is one of the strongest factors driving interest in sustainable investing. In this podcast, Dr. Sarah Cornell of Stockholm Resilience Centre and Gabriel Micheli, CFA, senior investment manager at Pictet Asset Management, discuss thematic and sustainable investing during a time of accelerating climate change. Listen to this episode to hear expert insight on how sustainab
Is inflation here to stay?
The inflation rate has been running hot lately, and Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, discuss how supply chain delays and supply shortages are affecting the consumer price index (CPI). The strategists think inflation will remain elevated for the next couple quarters, but that supply and demand will ultimately come back into balance. They also share
How advisors are using technology to help clients
Smart use of technology and social media is critical for investment professionals to help clients and grow their business. Brendan Barca, a coach, speaker, and consultant at Brendan Barca Solutions, teaches advisors how to seamlessly enter the digital age through live workshops, webinars, and online courses. In this episode, investment professionals can learn how to work with clients remotely and
Debunking four fixed‐income investing myths
Fixed‐income investors are making some false assumptions about the market that could negatively affect portfolios, according to Co‐Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA. Using fixed‐income data analytics and market history, the strategists debunk narratives such as the U.S. Federal Reserve tapering its bond purchases will automatically lead to higher U.S. T
ESG investment strategies for today
Cheryl I. Smith, Ph.D., CFA, portfolio manager at Trillium Asset Management, and Matthew A. Zalosh,
CFA, portfolio manager at Boston Common Asset Management, join the podcast to discuss ESG
investment strategy. The portfolio managers delve into the details of using environmental, social, and
governance factors in investment portfolios. For example, when it comes to environmental impact, ESG
manage
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