Portfolio Intelligence Podcast

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 volatility on international equities. Finally, Emily and Matt discuss the market impact of the U.S. midterm election.

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, explain how using model portfolios could potentially be helpful to advisors throughout their careers, and identify what attributes to look for when researching model portfolios. Finally, Katie and Bruce discuss how their teams seek to ensure that the model portfolios they build align with the needs of advisors and their clients.

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 decision-making. Additionally, Howard discusses the importance of the structure and process of the research team, and how they affect decision-making. Finally, Howard explores current opportunities in fixed income and explains why he thinks there hasn’t been a better time for fixed-income investing.

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, Emily and Matt discuss current U.S. Federal Reserve interest-rate policy and offer ideas on what investors may want to watch as the year comes to a close.

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.