Portfolio Intelligence

John Hancock Investment Management
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Portfolio Intelligence

Portfolio Intelligence with John Bryson, head of investment consulting at John Hancock Investment Management, features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across John Hancock’s multimanager network. The dynamic discussion explores ideas advisors can use today to build their business while helping their clients pursue better investment outcomes.

  1. Reframing the way we think about women, wealth, and investing

    MAR 24

    Reframing the way we think about women, wealth, and investing

    For many of us, the word “investor” tends to be closely associated with the male gender. This may need to change soon because women are on track to control 38% of investable wealth by 2030. Our Director of Practice Management, Kathleen Pritchard, and Divisional Sales Manager, Megan Hopps, explain why it’s time for the industry to reframe the way it approaches women and wealth.

    26 min
  2. How might tariffs affect U.S. growth and the Fed’s approach to rates?

    FEB 7

    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 straightforward as it seems.

    15 min
  3. Avoid pumping up the volume—tempering return expectations

    FEB 3

    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.

    24 min

  4. 12/19/2024

    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.

    16 min
  5. Market outlook: what’s changed since the election?

    12/05/2024

    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.

    18 min
  6. Medicare decisions for today’s retirees

    11/25/2024

    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 Medicare coverage and explores key considerations in choosing between Medicare Advantage and Medigap coverage. She also offers advice to help investment professionals assist clients who are trying to adapt to recent and pending changes to the federal program.

    30 min
  7. How should investors approach private credit?

    10/30/2024

    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 at Manulife Investment Management.

    32 min
  8. How should investors approach portfolio positioning as rate cuts begin

    10/07/2024

    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.

    18 min
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    About

    Portfolio Intelligence with John Bryson, head of investment consulting at John Hancock Investment Management, features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across John Hancock’s multimanager network. The dynamic discussion explores ideas advisors can use today to build their business while helping their clients pursue better investment outcomes.

    Information

    • Creator
      John Hancock Investment Management
    • Years Active
      2020 - 2025
    • Episodes
      91
    • Rating
      Clean
    • Show Website
      Portfolio Intelligence

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