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
environment, unpack the U.S. Federal Reserve’s rate hikes for the rest of 2022, and talk about
anticipated rate cuts in 2023. Finally, Matt and Emily share their insight on why alternatives are looking
more appealing in a late‐cycle environment.
