Portfolio Intelligence

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 your client relationships, it can present challenges for traditional fee models. Successful advisors are responding with innovative approaches and Andy outlines what services clients are really looking for and how can advisors help meet that need. He also discusses the best way to build a process around offering financial planning services and other fee models to be aware of. Finally, Andy shares four key takeaways from his research of fee models for financial advisors.

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 entering the final months of 2022.

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.

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 inflation while discussing how their implementation can affect markets and the economy. In addition, she considers which indicators could signal whether inflation may have peaked and she offers her outlook on the U.S. economy and prospects of a recession. Finally, Frances discusses portfolio positioning for investors in today’s economic environment.

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 potential recession. Finally, Emily and Matt show where they’re finding growth potential around the world and highlight current opportunities in fixed income.

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 their fixed-income outlook and the role that bonds can play in portfolios going forward. Finally, Emily and Matt discuss their inflation outlook, where we are in the inflationary cycle, and the type of opportunities to look for.

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 nitty-gritties of demonstrated interest and how students can make the most of it. She also delves into her changing attitude about early decision-making and explains why she is now encouraging her students to consider it. Finally, Nancy offers a variety of tips to help students and parents in the ever-evolving process of college admissions.

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.

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 Value Fund, which celebrated its 25th anniversary this year, throw light on where they’re finding the most opportunities in the current environment. Finally, they offer their insight and advice to help investors navigate these volatile times.