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Artwork for Portfolio Intelligence

Portfolio 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 inv... more

PublishesWeeklyEpisodes78Founded4 years ago
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Artwork for Portfolio Intelligence

Latest Episodes

An initial round of interest-rate cuts no longer appears to be imminent, given recently uneven inflation data and robust jobs growth that have prompted the U.S. Federal Reserve to put a dovish policy shift on hold. What does this delayed timeline mea... more

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10 days ago

Q1 2024 saw U.S. equities stage an impressive rally, supported by the prospect of upcoming interest-rate cuts. The quarter also saw some renewed enthusiasm toward the traditional 60/40 stock-bond portfolio, which had been written off by some investor... more

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a month ago

The U.S. equity market continued to rally in early 2024, even as the latest inflation data and the economy’s resilience prompted the U.S. Federal Reserve to dampen expectations for a full-fledged pivot to an aggressive rate-cutting stance through yea... more

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2 months ago

Amid a shifting interest-rate outlook and inflation picture, the U.S. fixed-income market saw a swift reversal in 2023 as bond yields spiked through most of the year before sinking beginning in late October. With that recent volatility fresh in mind,... more

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3 months ago

As market expectations of interest-rate cuts solidifies, the investment case for fixed-income asset is likely already well telegraphed. The story for equities, however, could be slightly more complex. Might U.S. stocks extend their 2023 winning strea... more

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3 months ago

The month of November no doubt brought a fair amount of relief to investors who had been, up to that point, operating under a huge cloud of uncertainty. News that inflation had eased more than expected in October strengthened the case for a pause in ... more

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4 months ago

Danielle 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 Me... more

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5 months ago

Adam 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 mu... more

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6 months ago

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Portfolio Intelligence launched 4 years ago and published 78 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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