Portfolio Intelligence Podcast

Епизоди

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  Supporting clients through college planning and transition 16.09.2026 22мин

  College is one of the largest investments families make outside of retirement planning or home ownership. Independent college consultant Nancy Steenson and Gail Parsons, founder of Lifecycle Focus, explore the phases of the college journey and how advisors can support clients along the way.
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  From AI to the Fed: what could shape the rest of 2026? 01.09.2026 21мин

  As markets navigate a complex mix of strong economic growth, surging AI investment, volatile oil prices, and a more hawkish U.S. Federal Reserve (Fed), our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join this episode to review the year so far and how investors can navigate what’s ahead.
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  Finding value in fixed income amid equity volatility 22.07.2026 14мин

  Despite ongoing volatility, credit markets have remained resilient, creating compelling opportunities for investors. Head of developed-market fixed income at Manulife Investment Management, Jeffrey N. Given, CFA, joins the podcast to explain how investors can position portfolios for stability and income.
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  How AI is driving equity momentum and attractive alternatives 08.06.2026 17мин

  U.S. equity markets have had a remarkable start to the second quarter, against a dynamic and volatile global backdrop. Our Co-Chief Investment Strategist, Matthew D. Miskin, CFA, joins the podcast for a timely conversation on the main drivers behind the recent market rally and concentration risks.
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  Positioning portfolios for volatility with long/short investing 13.05.2026 17мин

  As market volatility increases and dispersion across equities widens, traditional investing approaches are being tested. Joshua M. Jones, CFA, portfolio manager at Boston Partners, shares how global long/short equity strategies can help investors navigate a more challenging market environment.
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  How to approach alternatives and private credit today 30.04.2026 23мин

  In this new episode, John Bryson is joined by David T. Vincent, CFA, CAIA, Co-Head, Alternatives Intermediary Distribution at Manulife Investment Management, for a conversation on how investors can approach today’s alternatives market. They look beyond the headlines to discuss evolving market dynamics, investor expectations, and emerging strategies.
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  What energy shocks mean for markets and investors 14.04.2026 19мин

  With energy-driven volatility and shifting inflation expectations shaping markets, our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join host John Bryson for a timely discussion. They examine the macro landscape and discuss how today’s uncertainty and volatility impact different asset classes.
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  The role of municipal bonds in tax-efficient portfolios 30.03.2026 21мин

  With tax season under way, tax efficient investing becomes especially relevant, and municipal bonds offer a compelling option. Adam A. Weigold, CFA, senior portfolio manager and head of municipal bonds at Manulife Investment Management, discusses opportunities and the role of munis in portfolios.
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  Beyond home bias and the case for international equities 12.03.2026 15мин

  Dean Bumbaca, CFA, portfolio manager at Axiom Investors, joins host John Bryson to explore why global opportunities may be broadening in 2026. They discuss Axiom’s investing approach, the case for international equities, and opportunities beyond the United States.
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  Market update and key investment themes for 2026 03.02.2026 20мин

  As investors ease into a new year, our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join host John Bryson to share a wide-ranging market update. They discuss the latest headlines, current risks, and the major themes shaping portfolio decisions for the year ahead.
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  The role of alternative investments in modern portfolios 05.01.2026 18мин

  Alternative investments are gaining prominence as a tool to address gaps in traditional portfolios. Pattie Carrington, global head of product development at Manulife Wealth and Asset Management, discusses the evolution of alternative products, their role in portfolios, and how innovation can make them more accessible to retail investors.
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  Focusing on income and quality: portfolio positioning for 2026 18.12.2025 19мин

  As 2025 wraps up, markets have delivered surprises and opportunities. In this episode, our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, recap the year’s biggest drivers, from politics to sentiment, and share their approach to positioning portfolios in 2026.
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  What you need to know about Medicare planning 10.12.2025 17мин

  With rising costs and evolving rules, Medicare planning has become more critical than ever for those approaching retirement. In this episode, Danielle K. Roberts, founding partner at the health insurance agency Boomer Benefits, shares insight on how Medicare works, common pitfalls to avoid, and practical strategies for preparing your financial future.
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  What’s driving the renewed focus on municipal bonds 03.12.2025 13мин

  The municipal bond market has had a unique run in 2025, from uncertainty at the start to witnessing stronger flows and delivering attractive yields. Adam A. Weigold, CFA, senior portfolio manager, head of municipal bonds at Manulife Investment Management, highlights the opportunities in today’s market and discusses what’s driving yields.
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  Taking stock: mixed economic signals, Fed expectations 19.11.2025 16мин

  Economic data is limited and sending mixed signals, making the outlook uncertain. Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views on the economy, rate-cut expectations, and how they’re positioning portfolios in today’s environment.
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  Celebrating 100 episodes with John Bryson 05.11.2025 12мин

  In this landmark episode, we flip the script as podcast host John P. Bryson takes the guest seat. John offers an insightful peek behind the curtain as he delves into his experiences over the course of the podcast's journey.
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  How OBBBA changes affect college funding and savings 08.10.2025 13мин

  The One Big Beautiful Bill Act (OBBBA) has introduced sweeping changes to federal financial aid, student loans, and college savings plans. Financial aid expert Mark Kantrowitz discusses how OBBBA affects students and families planning for college.
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  Post-summer outlook: evaluating the market landscape 16.09.2025 17мин

  As we wrap up the summer, evolving economic indicators and interest rate policies are at the forefront of market discussions. Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, provide their insight into today’s market dynamics and explore strategic opportunities in bonds and equities.
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  Know what you own: fixed-income in focus 13.08.2025 19мин

  Understanding the nuances of private and public fixed-income portfolios is crucial for advisors to deliver effective outcomes for clients. Our Head of Investment Product Management Matthew C. Hammer, CRPC, discusses strategies for crafting resilient fixed-income portfolios.
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  Demystifying the Social Security Fairness Act 06.08.2025 22мин

  While the Social Security Fairness Act is poised to redefine retirement benefits for millions, the recently approved law remains a complex topic. Our Practice Management Specialist Brooke Baker, CEPA, helps us understand the legislation’s impact.