Podcast
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Portfolio Intelligence podcast: Is there still time to move cash off the sidelines and into bonds?
Jeffrey N. Given, CFA, co-head of U.S. core and core-plus fixed income at Manulife Investment Management, assesses current opportunities for shifting cash allocations into fixed income in the wake of 2023's bond market volatility.
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Portfolio Intelligence podcast: Are earnings optimism and rate-cut expectations realistic?
Rate-cuts expectations solidify as inflationary pressures ease and earnings forecast remain upbeat—two factors traditionally associated with stock market rallies. Is it time to feel bullish? Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, take a closer look.
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Portfolio Intelligence podcast: What does November’s rally tell us about bonds and rates?
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to discuss how advisors should view November’s stocks rally and what it could mean in terms of portfolio positioning.
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Portfolio Intelligence podcast: Understanding Medicare coverage
Danielle Roberts, founding partner of the insurance agency Boomer Benefits, explores the ins and outs of Medicare, an important part of many retirees' financial planning.
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Portfolio Intelligence podcast: Unpacking the muni market: our late 2023 outlook for municipal bonds
Adam A. Weigold, CFA, senior portfolio manager and head of municipal bonds at Manulife Investment Management, discusses the state of the municipal bond market and emerging trends in the segment.
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Portfolio Intelligence podcast: navigating the financial markets in Q4 2023 and beyond
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss the late September rise in market volatility and their outlook for the fourth quarter of 2023 and beyond.
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Portfolio Intelligence podcast: cutting the cost of college with financial aid and other resources
College is an expensive undertaking. In this episode, Peg Keough of College Aid Pro discusses ways to reduce college costs by leveraging financial aid and other resources.
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Portfolio Intelligence podcast: China’s troubles, easing U.S. inflation, and other top Q3 issues for investors
With earnings season coming to a close, our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to share their market outlook.
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Portfolio Intelligence podcast: portfolio positioning for Q3 2023 and beyond
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to discuss their market outlook at midyear 2023.
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Portfolio Intelligence podcast: who are the future’s AI giants? From hyper-scalers to model specialists
What’s so different about artificial intelligence (AI) today than in the past? Stephen Freedman, Ph.D., CFA, FRM, of Pictet Asset Management, joins podcast host John P. Bryson to discuss the current AI boom.
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