Podcast
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Portfolio Intelligence podcast: amid uncertainty, is stock rotation the way forward?
Dusting off the stock-rotation playbook in the first few months of 2024 may have turned out to be a good decision for some investors, but will the investment strategy remain relevant as we head into the second half of 2024? Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA share their views.
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Portfolio Intelligence podcast: tips for making college admissions officers say, "Wow"
How do you make your college application and essay stand now that AI can influence how application materials are generated and screened? Nancy Steenson, a college admissions coach, explores how admissions officers are adjusting how they assess standardized test scores, grades, essays, extracurricular activities, and interviews.
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Portfolio intelligence podcast: investing with patience in a higher-for-longer rate environment
With interest-rate cuts no longer appearing to be imminent, has the outlook for U.S. equities and fixed income been upended? Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss the need for investors to be patient and focus on fundamentals.
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Portfolio Intelligence podcast: will the impressive stocks rally in Q1 continue?
Q1 2024 saw U.S. equities stage an impressive rally, supported by the prospect of upcoming interest-rate cuts. Michael R. Scanlon, Jr., CFA, portfolio manager at Manulife Investment Management, explains why he remains upbeat about the U.S. market, particularly when compared with the rest of the world.
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Navigating the Fed’s on-again, off-again pivot on interest rates
Our Co-Chief Investment Strategist Matthew D. Miskin, CFA, assesses where the most attractive equity opportunities lie in the wake of a rally in early 2024 that has boosted stock valuations, despite growing uncertainty over the interest-rate outlook.
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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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