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Portfolio Intelligence Podcast

Manulife John Hancock Investments
U.S. Economy
Investment Strategies
Women Investors
Financial Literacy
Tariffs
Inflation
Bond Market
Private Credit
Social Security Fairness Act
Federal Reserve
Financial Advisors
Fixed Income
Consumer Spending
Wage Gap
Education
Active Etfs
Financial Aid
International Markets
One Big Beautiful Bill Act
Interest Rates

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 monthlyEpisodes105Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Portfolio Intelligence Podcast

Latest Episodes

As the investment landscape continues to evolve, alternative investments are playing a larger role in portfolio construction. In this episode, host John Bryson talks with Pattie about the factors driving increased interest in this segment.

Pattie sha... more

2025 was a year unlike any other, with politics and sentiment driving markets more than fundamentals. In this episode, host John Bryson welcomes Matt and Emily to share their views on what shaped the year and how they’re thinking about portfolio posi... more

Medicare is a cornerstone of retirement planning, but its complexity can leave many retirees feeling overwhelmed. In this episode, host John Bryson, head of investment consulting, investment data analytics, and education savings at Manulife John Hanc... more

After a year marked by early uncertainty and underperformance, the municipal bond market has rallied, offering investors attractive yields and renewed opportunity as 2025 draws to a close. In this episode, host John P. Bryson welcomes Adam for a time... more

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Recent Guests

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
Danielle Roberts
A founding partner at Boomer Benefits and author of '10 Costly Medicare Mistakes You Can't Afford to Make.'
Boomer Benefits
Episode: What you need to know about Medicare planning
Adam Weigold
Senior Managing Director and Head of Municipal Securities
Manulife Investment Management
Episode: What’s driving the renewed focus on municipal bonds
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
Matt Miskin
Co-Chief Investment Strategist
Manulife John Hancock Investments
Episode: From inflation to rate cuts—evaluating potential tariff impacts
Megan Hopps
Divisional Sales Manager at Manulife John Hancock Investment
Manulife John Hancock Investment
Episode: Reframing the way we think about women, wealth, and investing

Host

John Bryson
Head of Investment Consulting and Education Savings, focusing on guiding advisors to make informed investment decisions and promote better client outcomes.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The role of alternative investments in modern portfolios
Q: What barriers in scaling underutilized products exist?
It's really a combination of all, but I think really the biggest is the education gap regarding alternative investments.
The role of alternative investments in modern portfolios
Q: Which types of alternative investment products are most mature in terms of their structure and distribution?
Hedge funds are really the most mature with a very long history since really the mid-20th century, as they have standardized structures in the form of limited partnerships.
Focusing on income and quality: portfolio positioning for 2026
Q: How are you feeling about equity valuations in the US, particularly for tech?
Equity valuations are concerning, especially in high-growth tech stocks due to high prices relative to their earnings growth, but opportunities may exist in other sectors.
Focusing on income and quality: portfolio positioning for 2026
Q: What were some of the biggest surprises in the markets in 2025?
The discrepancy between consumer sentiment and spending behaviors was surprising, alongside the strength of corporate performance despite weak consumer sentiment.
Focusing on income and quality: portfolio positioning for 2026
Q: What factors drove the markets in 2025?
Political events and consumer sentiment significantly influenced the markets, often overshadowing fundamental economic indicators.

Audience Metrics

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Gender Skew
Location
Interests
Professions
Age Range
Household Income
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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?

Focusing on the investment landscape, this podcast features a variety of discussions centered around enhancing financial strategies and exploring market opportunities. Each episode invites experts in areas such as asset allocation, portfolio construction, and financial management to share insights relevant to both financial advisors and individual investors. Noteworthy topics include the impact of legislative changes on financial aid, active versus passive investment strategies, and the evolving dynamics of market trends, particularly regarding equities and fixed income investments. The content is likely to be particularly engaging for listeners seeking to stay informed on the latest developments and strategies in investing, catering to bot... more

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Which podcasts are similar to Portfolio Intelligence Podcast?

These podcasts share a similar audience with Portfolio Intelligence Podcast:

1. Capital Allocators – Inside the Institutional Investment Industry
2. The Shawn Ryan Show
3. The Tucker Carlson Show

How many episodes of Portfolio Intelligence Podcast are there?

Portfolio Intelligence Podcast launched 6 years ago and published 105 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. Pattie Carrington
2. Danielle Roberts
3. Adam Weigold
4. Mark Kantrowitz
5. Brooke Baker
6. Steve Deroian
7. Nancy Steenson
8. Matt Miskin

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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