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Portfolio Intelligence Podcast

Manulife John Hancock Investments
U.S. Economy
Municipal Bonds
Investment Strategies
Inflation
Private Credit
Women Investors
Alternative Investments
Financial Literacy
Private Equity
Federal Reserve
Tariffs
Medicare
Fixed Income
Bond Market
Social Security Fairness Act
Financial Advisors
Active Etfs
Wage Gap
Consumer Spending
Education

Portfolio Intelligence Podcast with John Bryson, head of investment consulting at Manulife John Hancock Investment Management, features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across Manulife John Hancock’s multimanager network. The dynamic discussion explores ideas advisors can use today to build their business while helping their... more

PublishesTwice monthlyEpisodes112Founded6 years ago
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InvestingBusiness

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Latest Episodes

As equity markets continue to gain momentum following a March drawdown, host John Bryson welcomes Matt to help investors make sense of the market and economy, and how to navigate an uneasy rally.

Matt shares his perspective on the drivers behind str... more

As investors look to adapt portfolios to a more complex and uneven equity market, host John Bryson is joined by Josh to discuss how global long/short equity strategies can support portfolios in volatile times.

Josh shares his perspective on why vola... more

As investors assess both the opportunities and challenges in private credit, host John Bryson is joined by David T. Vincent, CFA, CAIA, Co-Head, Alternatives Intermediary Distribution at Manulife Investment Management, to discuss how the market has e... more

As markets navigate energy supply disruptions and mixed economic data, Matt and Emily join the podcast to provide a timely, broad market update.

They share their perspectives on how oil supply shocks are affecting markets, how energy dynamics are in... more

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Recent Guests

Josh Jones
Portfolio manager of Boston Partners' global long-short equity strategies
Boston Partners
Episode: Positioning portfolios for volatility with long/short investing
David Vincent
Co-Head of Alternatives Intermediary Distribution at Manulife John Hancock
Manulife John Hancock Investments
Episode: How to approach alternatives and private credit today
Adam Weigold
Senior Managing Director and Head of Municipal Securities at Manulife Investment Management
Manulife Investment Management
Episode: The role of municipal bonds in tax-efficient portfolios
Dean Bumbaca
International Growth Fund Manager
Axiom Investors
Episode: Beyond home bias and the case for international equities
Pattie Carrington
Head of global product development at Manulife Wealth and Asset Management
Manulife Wealth and Asset Management
Episode: The role of alternative investments in modern portfolios
Mark Kantrowitz
A nationally recognized authority on scholarships, student loans, college savings plans, and education tax benefits.
Episode: How OBBBA changes affect college funding and savings
Brooke Baker
Practice Management Specialist at Manulife John Hancock Investments, supports financial professionals by simplifying complex topics.
Manulife John Hancock Investments
Episode: Demystifying the Social Security Fairness Act
Steve Deroian
Global Head of Exchange Traded Products and Models
Manulife John Hancock Investments
Episode: Understanding active ETFs and ETF share classes
Nancy Steenson
College admissions coach and owner of Steenson College Coaching
Episode: College admissions—navigating test-optional applications

Host

John Bryson
Host of Portfolio Intelligence Podcast; Head of Investment Consulting and Education Savings-focused leadership with Manulife John Hancock Investments (various titles across appearances).

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Talking Points

Recent interactions between the hosts and their guests.

Positioning portfolios for volatility with long/short investing
Q: How should investors think about the source of alpha in the strategy, longs vs. shorts?
The longs provide a core alpha stream, typically around 3% on the long side, while the short portfolio targets roughly 5% alpha. The net effect is an 8% long-short spread with about 50% net exposure on average, delivering market-like returns with lower overall risk.
How to approach alternatives and private credit today
Q: What are some of the other strategies within private credit that people are overlooking and should be considering more?
Beyond direct lending, asset-based finance spans financial assets, hard assets, and specialty finance, each with distinct collateral, risk, and return characteristics; advisors should assess how each fits their portfolio, especially in inflationary or disrupted environments.
How to approach alternatives and private credit today
Q: David, working in this space for so long, how do you address some of the concerns that people have expressed about private credit, whether it's in a bubble or they're concerned about getting their money out when they need it?
Key concerns are addressed by explaining the structural shift in lending away from banks to specialized lenders, noting that overall loan quality has not deteriorated across the industry, and emphasizing that funds are semi-liquid with gates and redemption windows that investors should anticipate and evaluate carefully.
What energy shocks mean for markets and investors
Q: With rate expectations still shifting, how do you see demand for munis changing over the next year?
Investors have been moving money out of money market funds into munis as fixed-income yields look attractive relative to cash, and if the Fed cuts rates, munis could benefit from a rally in fixed income. This environment has supported inflows and positioned munis to perform better than in the previous year.
What energy shocks mean for markets and investors
Q: So, Adam, the muni market had a pretty bumpy 2025, and 2026 seems to be off to a better start. What happened last year?
The year was driven by a surge in supply that overwhelmed demand at times, with munis underperforming some other fixed-income indices. However, demand began to outpace supply again as the year progressed, and this year we're seeing a reversion to a more favorable environment with lighter supply and renewed interest from investors.

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Frequently Asked Questions About Portfolio Intelligence Podcast

What is Portfolio Intelligence Podcast about and what kind of topics does it cover?

A speaker-led financial education show that spotlights asset allocation, portfolio construction, and market strategy through interviews with investment professionals and executives from a major multi-manager network. Episodes emphasize practical positioning for volatility, the role of alternatives and private credit, tax-efficient fixed income like municipal bonds, and the evolving landscape for retirement planning and college funding. Noteworthy is a strong emphasis on advisor-focused guidance, actionable takeaways, and brand-backed sponsorships that frame product solutions within real-world client portfolios. The host's background in investment consulting within a large asset management group likely attracts a practitioner audience seekin... more

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1. Insights Now
2. Thoughts on the Market
3. The Markets
4. Investing Insights
5. Animal Spirits Podcast

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Portfolio Intelligence Podcast launched 6 years ago and published 112 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Portfolio Intelligence Podcast?

Recent guests on Portfolio Intelligence Podcast include:

1. Josh Jones
2. David Vincent
3. Adam Weigold
4. Dean Bumbaca
5. Pattie Carrington
6. Mark Kantrowitz
7. Brooke Baker
8. Steve Deroian

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