Portfolio Intelligence
by John Hancock Investment ManagementPortfolio 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.
Episodes
Investing with patience in a higher-for-longer rate environment
16m · PublishedWill the impressive stocks rally in Q1 continue?
14m · Publishedhttps://www.bloomberg.com/news/articles/2022-10-19/record-bloat-set-stage-for-record-pain-in-cross-asset-portfolios
Navigating the Fed’s on-again, off-again pivot on interest rates
18m · PublishedIs there still time to move cash off the sidelines and into bonds?
10m · PublishedEarnings optimism and rate-cut expectations are driving sentiment: is it sustainable?
19m · PublishedWhat does November’s rally tell us about bonds and rates?
15m · PublishedUnderstanding Medicare coverage
31m · PublishedDanielle Roberts, founding partner of the insurance agency Boomer Benefits, joins podcast host John P. Bryson to discuss the ins and outs of Medicare, an important part of many retirees' financial planning. Danielle outlines the different parts of Medicare coverage, addresses common misconceptions, and offers advice to help investment professionals assist clients ahead of potential Medicare changes in 2024 and beyond. She also explores surcharges that Medicare participants may need to pay in addition to their premiums—costs that can have a big financial impact on high-income earners in particular. Finally, Danielle discusses best practices for enrolling in Medicare, explains the options for clients who don’t retire at age 65, and identifies three Medicare missteps that people often make.
Unpacking the muni market: our late 2023 outlook for municipal bonds
22m · PublishedAdam A. Weigold, CFA, senior portfolio manager and head of municipal bonds at Manulife Investment Management, joins podcast host John P. Bryson to discuss the state of the municipal bond market and emerging trends in the segment. Adam explains how munis’ primarily retail investor base shapes dynamics in the muni market, and he explores the impact that changes in the economic outlook can have on the market’s high-yield side. The muni specialist discusses how his approach as an active manager seeks to identify the most attractive current opportunities in munis and make adjustments as fixed-income market conditions change. Adam explores the muni market’s current fundamentals and the role that munis may play in potentially enhancing portfolio resilience in the event of an economic downturn. Finally, he assesses current default risks in the muni market and identifies where he’s seeing attractive opportunities in late 2023.
Navigating the financial markets in Q4 2023 and beyond
13m · PublishedCutting the cost of college with financial aid and other resources
18m · PublishedPortfolio Intelligence has 78 episodes in total of non- explicit content. Total playtime is 27:14:27. The language of the podcast is English. This podcast has been added on October 28th 2022. It might contain more episodes than the ones shown here. It was last updated on May 11th, 2024 18:11.