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 investors currently stressed about their bond portfolios. Matt and Emily also assess whether now is the time to build in some defense into portfolios for a potential recession on the horizon. Finally, they discuss their Fed outlook for 2022 and into next year.