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Portfolio Intelligence

Portfolio Intelligence

John Hancock Investment Management

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.
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Top 10 Portfolio Intelligence Episodes

Goodpods has curated a list of the 10 best Portfolio Intelligence episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Portfolio Intelligence for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Portfolio Intelligence episode by adding your comments to the episode page.

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.
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Portfolio Intelligence - Where does the U.S. economy stand entering mid-year 2022?
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06/13/22 • 13 min

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.
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Portfolio Intelligence - Investing in the environmental megatrend
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11/12/21 • 34 min

Global environmental change is one of the strongest factors driving interest in sustainable investing. In this podcast, Dr. Sarah Cornell of Stockholm Resilience Centre and Gabriel Micheli, CFA, senior investment manager at Pictet Asset Management, discuss thematic and sustainable investing during a time of accelerating climate change. Listen to this episode to hear expert insight on how sustainable investing works in practice and how to incorporate it into portfolios.
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Portfolio Intelligence - ESG investment strategies for today
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09/13/21 • 33 min

Cheryl I. Smith, Ph.D., CFA, portfolio manager at Trillium Asset Management, and Matthew A. Zalosh, CFA, portfolio manager at Boston Common Asset Management, join the podcast to discuss ESG investment strategy. The portfolio managers delve into the details of using environmental, social, and governance factors in investment portfolios. For example, when it comes to environmental impact, ESG managers are taking a close look at companies’ use of renewable energy, recycling, and resource efficiency. Listen to this episode to get the experts’ perspective on ESG investing.
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Portfolio Intelligence - The Fed holds the key to the economic cycle
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04/01/21 • 20 min

Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss what the U.S. Federal Reserve’s (Fed’s) current outlook for inflation and growth mean for the maturity of the current economic cycle. After the recent rise in interest rates and a $1.9 trillion stimulus package, investors are looking for clues when the Fed might begin to tighten. However, at the March meeting, the Fed signaled it was willing to let inflation run over 2%, which pushed back expectations of a potential rate hike. The investment strategists explain what this could mean for both equity and fixed-income portfolios.
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Portfolio Intelligence - Will consumer spending propel the economic recovery?
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03/19/21 • 24 min

Sandy Sanders, CFA, senior portfolio manager at Manulife Investment Management, weighs in on the health of the consumer and why conditions now are very different from previous economic recoveries. He discusses how technology, demographics, and productivity increases could shape an economy that’s rebounding after the pandemic recession. The portfolio manager also outlines various bullish and bearish scenarios, as well as the sectors where he sees the best investment opportunities now.
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Portfolio Intelligence - 2021 market and economic outlook

2021 market and economic outlook

Portfolio Intelligence

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12/17/20 • 19 min

2020 was one for the record books in terms of market and economic volatility. In the latest Portfolio Intelligence podcast, Co‐Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, look back at the year that was, and offer their 2021 outlook. The strategists discuss how COVID‐19 vaccines may alter the economic trajectory, what they’re watching in equity markets, why inflation should remain subdued, and where to find yield in a low‐rate environment.
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Portfolio Intelligence - Volatility and the election

Volatility and the election

Portfolio Intelligence

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10/02/20 • 17 min

Co-Chief Investment Strategists Emily Roland and Matt Miskin weigh in on the recent market volatility and what investors should focus on in the weeks leading up to the crucial U.S. election. The strategists also update host John Bryson on what the latest economic data is hinting about the growth trajectory during the COVID-19 pandemic. Finally, Emily and Matt share their highest-conviction ideas for the equity and fixed-income markets, the outlook for the U.S. Federal Reserve, and what credit spreads and currency markets are forecasting for the markets.
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Portfolio Intelligence - Investing with patience in a higher-for-longer rate environment
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04/22/24 • 16 min

An initial round of interest-rate cuts no longer appears to be imminent, given recently uneven inflation data and robust jobs growth that have prompted the U.S. Federal Reserve to put a dovish policy shift on hold. What does this delayed timeline mean for equities and fixed income heading into earnings season? Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, co-chief investment strategists at John Hancock Investment Management, join the podcast and host John Bryson to discuss the need for a patient approach to investing and a focus on fundamentals, given a recent market rally that’s pushed equity valuations higher. Emily and Matt explore monetary policy, the outlook for stocks and bonds, and pockets of opportunity that they’re seeing in mid-cap equities and industrial stocks tied to economic growth in Midwestern states. With an election coming up in November, the strategists also discuss the importance of keeping politics out of portfolios.
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FAQ

How many episodes does Portfolio Intelligence have?

Portfolio Intelligence currently has 88 episodes available.

What topics does Portfolio Intelligence cover?

The podcast is about Investing, Podcasts and Business.

What is the most popular episode on Portfolio Intelligence?

The episode title 'Fixed-income outlook for a potential monetary policy transition' is the most popular.

What is the average episode length on Portfolio Intelligence?

The average episode length on Portfolio Intelligence is 21 minutes.

How often are episodes of Portfolio Intelligence released?

Episodes of Portfolio Intelligence are typically released every 17 days, 3 hours.

When was the first episode of Portfolio Intelligence?

The first episode of Portfolio Intelligence was released on Mar 4, 2020.

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