Portfolio Intelligence Podcast

What energy shocks mean for markets and investors

14 Apr 2026

Contributed by Lukas

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

The role of municipal bonds in tax-efficient portfolios

30 Mar 2026

Contributed by Lukas

After a bumpy year with shifting supply dynamics and uneven performance, the muni market has regained its footing. In this episode, host John Bryson s...

Beyond home bias and the case for international equities

12 Mar 2026

Contributed by Lukas

International equities have recently generated meaningful outperformance relative to U.S. equities, suggesting a material shift after an extended peri...

Market update and key investment themes for 2026

03 Feb 2026

Contributed by Lukas

As markets enter 2026, investors are seeking clarity on how to navigate shifting risks and opportunities. Matt and Emily join the podcast to provide a...

The role of alternative investments in modern portfolios

05 Jan 2026

Contributed by Lukas

As the investment landscape continues to evolve, alternative investments are playing a larger role in portfolio construction. In this episode, host Jo...

Focusing on income and quality: portfolio positioning for 2026

18 Dec 2025

Contributed by Lukas

2025 was a year unlike any other, with politics and sentiment driving markets more than fundamentals. In this episode, host John Bryson welcomes Matt ...

What you need to know about Medicare planning

10 Dec 2025

Contributed by Lukas

Medicare is a cornerstone of retirement planning, but its complexity can leave many retirees feeling overwhelmed. In this episode, host John Bryson, h...

What’s driving the renewed focus on municipal bonds

03 Dec 2025

Contributed by Lukas

After a year marked by early uncertainty and underperformance, the municipal bond market has rallied, offering investors attractive yields and renewed...

Taking stock: mixed economic signals, Fed expectations

19 Nov 2025

Contributed by Lukas

As the economic landscape grows more complex, investors and advisors are facing new questions about growth, inflation, and what the U.S. Federal Reser...

Celebrating 100 episodes with John Bryson

05 Nov 2025

Contributed by Lukas

In a twist for the 100th episode of the Portfolio Intelligence podcast, the roles are reversed as Justin Clarke, CRPC, senior vice president, takes ov...

How OBBBA changes affect college funding and savings

08 Oct 2025

Contributed by Lukas

The landscape of college funding has shifted with the passage of OBBBA. As families prepare for future education costs, understanding these changes be...

Post-summer outlook: evaluating the market landscape

16 Sep 2025

Contributed by Lukas

With fresh economic data and anticipated interest rate cuts from the U.S. Federal Reserve, the market has a lot to look forward to as the back-to-scho...

Know what you own: fixed-income in focus

13 Aug 2025

Contributed by Lukas

Understanding the nuances of private and public fixed-income portfolios is crucial for advisors to deliver effective outcomes for clients. Our Head of...

Demystifying the Social Security Fairness Act

06 Aug 2025

Contributed by Lukas

With the Social Security Fairness Act now in effect, significant changes are under way for retirement benefits. In a conversation with podcast host Jo...

Understanding active ETFs and ETF share classes

17 Jul 2025

Contributed by Lukas

Active ETFs are gaining traction as a tool for alpha generation, while the potential for an ETF share class has come to the forefront in the past few ...

Cutting through the noise—portfolio positioning in a shifting economy

25 Jun 2025

Contributed by Lukas

Whether we’re considering domestic or international equities, market movements and valuations seem to be reflecting sentiments rather than underlyin...

College admissions—navigating test-optional applications

14 May 2025

Contributed by Lukas

The college admissions process can be incredibly competitive and stressful―intense strategizing is required. The lack of clarity around the role tha...

From inflation to rate cuts—evaluating potential tariff impacts

01 May 2025

Contributed by Lukas

Spring, they say, can really hang you up the most―and that’s the tune that’s played out in the markets so far, in the wake of Liberation Day. Mi...

Reframing the way we think about women, wealth, and investing

24 Mar 2025

Contributed by Lukas

For many of us, the word “investor” tends to be closely associated with the male gender. This may need to change soon because women are on track t...

How might tariffs affect U.S. growth and the Fed’s approach to rates?

07 Feb 2025

Contributed by Lukas

Tariffs―a topic that’s dominated many conversations in recent days, and likely, for many more to come. Alex Grassino, global chief economist at Ma...

Avoid pumping up the volume—tempering return expectations

03 Feb 2025

Contributed by Lukas

Markets started the year on a slightly uneven footing as issues such as stock-price valuation, tariffs, and U.S. interest rates weighed on sentiment. ...

Why U.S. stocks may continue to do well in 2025

19 Dec 2024

Contributed by Lukas

A new year typically ushers in new hopes. Where Wall Street’s concerned, 2025 may well ring in new highs. Emory W. (Sandy) Sanders, Jr., CFA, Senior...

Market outlook: what’s changed since the election?

05 Dec 2024

Contributed by Lukas

After an initial burst of euphoria following the election, investors appear to have adopted a more cautious mood as they assess how the incoming admin...

Medicare decisions for today’s retirees

25 Nov 2024

Contributed by Lukas

Danielle K. Roberts, co-founding partner of the insurance agency Boomer Benefits, joins podcast host John P. Bryson to discuss what today’s retirees...

How should investors approach private credit?

30 Oct 2024

Contributed by Lukas

It wasn’t that long ago when private credit, as an asset class, was all but available to everyday investors. But that’s changing, thanks to growin...

How should investors approach portfolio positioning as rate cuts begin

07 Oct 2024

Contributed by Lukas

Judging by market reaction, the U.S. Federal Reserve’s decision to lower rates at its recent meeting appears to have assuaged concerns about a pendi...

Paying for college without falling into deep debt

25 Sep 2024

Contributed by Lukas

Financial literacy is especially important for college students, given the costs of taking on excessive student debt or selecting a school or major th...

Looking beyond mega-tech

24 Jul 2024

Contributed by Lukas

In a year where investor focus was squarely trained on mega-cap technology stocks, small caps finally found their moment in the second week of July. W...

Finding value in today’s markets

03 Jul 2024

Contributed by Lukas

The continuing sense of euphoria surrounding the technology sector may suggest that growth stocks are the place to be. But at what point does valuatio...

Amid uncertainty, is stock rotation the way forward?

04 Jun 2024

Contributed by Lukas

Dusting off the stock-rotation playbook in the past few months turned out to be a good decision for some investors, but will it continue to be relevan...

Tips for making college admissions officers say, ‘wow’

22 May 2024

Contributed by Lukas

How do you make your college application and essay stand now that AI can influence how application materials are generated and screened? Hear from Nan...

Investing with patience in a higher-for-longer rate environment

22 Apr 2024

Contributed by Lukas

An initial round of interest-rate cuts no longer appears to be imminent, given recently uneven inflation data and robust jobs growth that have prompte...

Will the impressive stocks rally in Q1 continue?

04 Apr 2024

Contributed by Lukas

https://www.bloomberg.com/news/articles/2022-10-19/record-bloat-set-stage-for-record-pain-in-cross-asset-portfolios

Navigating the Fed’s on-again, off-again pivot on interest rates

07 Mar 2024

Contributed by Lukas

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 Re...

Is there still time to move cash off the sidelines and into bonds?

12 Feb 2024

Contributed by Lukas

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 m...

Earnings optimism and rate-cut expectations are driving sentiment: is it sustainable?

30 Jan 2024

Contributed by Lukas

As market expectations of interest-rate cuts solidifies, the investment case for fixed-income asset is likely already well telegraphed. The story for ...

What does November’s rally tell us about bonds and rates?

26 Dec 2023

Contributed by Lukas

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 uncertaint...

Understanding Medicare coverage

12 Dec 2023

Contributed by Lukas

Danielle Roberts, founding partner of the insurance agency Boomer Benefits, joins podcast host John P. Bryson to discuss the ins and outs of Medicare,...

Unpacking the muni market: our late 2023 outlook for municipal bonds

03 Nov 2023

Contributed by Lukas

Adam A. Weigold, CFA, senior portfolio manager and head of municipal bonds at Manulife Investment Management, joins podcast host John P. Bryson to dis...

Navigating the financial markets in Q4 2023 and beyond

03 Oct 2023

Contributed by Lukas

Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to discuss the late September rise in mar...

Cutting the cost of college with financial aid and other resources

28 Sep 2023

Contributed by Lukas

College is an expensive undertaking. In this episode, Peg Keough of College Aid Pro discusses ways to reduce college costs by leveraging financial aid...

China’s troubles, easing U.S. inflation, and other top Q3 issues for investors

18 Aug 2023

Contributed by Lukas

With earnings season coming to a close, our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join podcast host John ...

Portfolio positioning for Q3 2023 and beyond

21 Jul 2023

Contributed by Lukas

Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to discuss their market outlook at midyea...

Who are the future’s AI giants? From hyper-scalers to model specialists

21 Jun 2023

Contributed by Lukas

What’s so different about artificial intelligence (AI) today than in the past? Stephen Freedman, Ph.D., CFA, FRM, joins podcast host John P. Bryson ...

How financial professionals can help business owners with exit planning

12 May 2023

Contributed by Lukas

Lee Small, senior vice president and divisional sales manager at John Hancock Investment Management, joins podcast host John P. Bryson to discuss key ...

Unpacking new trends in college admissions and scholarships

09 May 2023

Contributed by Lukas

In this episode, college admissions coach Nancy Steenson joins podcast host John P. Bryson, head of investment consulting at John Hancock Investment M...

Fixed-income outlook for a potential monetary policy transition

24 Apr 2023

Contributed by Lukas

Howard C. Greene, CFA, and Jeffrey N. Given, CFA, senior portfolio managers and co-heads of the U.S. core and core plus fixed-income team at Manulife ...

Have bank fears upended the investment outlook?

30 Mar 2023

Contributed by Lukas

Bank failures and federal interventions injected more uncertainty into financial markets as the first quarter of 2023 wound down. Co-Chief Investment ...

Women, wealth, and wisdom: helping clients take charge of their finances

06 Mar 2023

Contributed by Lukas

When it comes to investing, women and men often differ in their approaches and their goals. Gain perspective from two veteran business consultants at ...

Positioning portfolios midway through Q1 2023

10 Feb 2023

Contributed by Lukas

With the first quarter of 2023 nearly half over, Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join podcast host ...

How financial professionals can build trust and resilience in their client relationships

18 Jan 2023

Contributed by Lukas

Gail Parsons, founder and president of Lifecycle Focus, joins podcast host John P. Bryson to discuss strategies to help financial professionals manage...

What’s ahead for the Fed in 2023?

21 Dec 2022

Contributed by Lukas

Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to explore how the U.S. Federal Reserve (...

Our market outlook looking ahead to 2023

18 Nov 2022

Contributed by Lukas

In this episode, our chief investment strategists, Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, analyze recent market movements and discuss what...

How financial professionals may benefit from leveraging the power of model portfolios

18 Nov 2022

Contributed by Lukas

In this episode, Katie Baker, senior national account manager and model delivery lead at John Hancock Investment Management, and Bruce Picard, CFA, po...

Seeking opportunities in today's turbulent bond market

01 Nov 2022

Contributed by Lukas

Howard C. Greene, CFA, a senior portfolio manager and co-head of U.S. core and U.S. core-plus fixed income strategies with Manulife Investment Managem...

The market outlook entering year-end 2022

27 Oct 2022

Contributed by Lukas

Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to offer their takeaways from the third q...

What financial advisors need to know about the changing fee landscape

14 Oct 2022

Contributed by Lukas

Our Head of Strategic Relationships and Investment Specialists Andy McFetridge returns to the podcast to share his insight about the changing fee land...

Charting market headwinds in the second half of 2022

29 Sep 2022

Contributed by Lukas

Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join podcast host John Bryson to discuss the forces driving recent ...

Positioning portfolios for a late cycle environment

05 Aug 2022

Contributed by Lukas

Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, co‐chief investment strategists, John Hancock Investment Management, return to the podcast to tal...

Inflation and stagflation—assessing their impact on markets and the economy

01 Jul 2022

Contributed by Lukas

Frances Donald, global chief economist and strategist with Manulife Investment Management’s multi-asset solutions team, joins podcast host John P. B...

Where does the U.S. economy stand entering mid-year 2022?

13 Jun 2022

Contributed by Lukas

Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join our podcast host and Head of Investment Consulting John P....

Unpacking spring’s surge in market volatility

20 May 2022

Contributed by Lukas

Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join podcast host John P. Byson to discuss the market volatilit...

Preparing for today's competitive college admissions environment

20 May 2022

Contributed by Lukas

College admissions coach Nancy Steenson returns to the podcast to chat with our host John P. Bryson about the challenges that families face in today's...

Portfolio positioning for a moderating economy

29 Apr 2022

Contributed by Lukas

Emily R. Roland, CIMA, Matthew D. Miskin, CFA, co-chief investment strategists, John Hancock Investment Management, return to the podcast to talk abou...

A case for value stocks for today’s investors

15 Apr 2022

Contributed by Lukas

Joshua C. White, CFA, and David T. Cohen, CFA, portfolio managers, Boston Partners, join podcast host John P. Bryson to talk about the short-term and ...

Opportunities arising from recent market volatility

18 Feb 2022

Contributed by Lukas

Best practices of virtual meetings for financial professionals

04 Feb 2022

Contributed by Lukas

Brendan Barca, a coach, speaker, and consultant at Brendan Barca Solutions, returns to the podcast with tips on best practices for virtual meetings fo...

Our 2022 economic projections and investment outlook

03 Jan 2022

Contributed by Lukas

In this episode of Portfolio Intelligence, Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss their 2022 econo...

Using LinkedIn Sales Navigator to help build your business

13 Dec 2021

Contributed by Lukas

Brendan Barca, a coach, speaker, and consultant at Brendan Barca Solutions, returns to the podcast with tips for financial professionals using LinkedI...

What P/E ratios are saying about stocks

23 Nov 2021

Contributed by Lukas

Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join the podcast to address valuation worries and why overall marke...

Investing in the environmental megatrend

12 Nov 2021

Contributed by Lukas

Global environmental change is one of the strongest factors driving interest in sustainable investing. In this podcast, Dr. Sarah Cornell of Stockholm...

Is inflation here to stay?

25 Oct 2021

Contributed by Lukas

The inflation rate has been running hot lately, and Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, discuss how sup...

How advisors are using technology to help clients

12 Oct 2021

Contributed by Lukas

Smart use of technology and social media is critical for investment professionals to help clients and grow their business. Brendan Barca, a coach, spe...

Debunking four fixed‐income investing myths

24 Sep 2021

Contributed by Lukas

Fixed‐income investors are making some false assumptions about the market that could negatively affect portfolios, according to Co‐Chief Investmen...

ESG investment strategies for today

13 Sep 2021

Contributed by Lukas

Cheryl I. Smith, Ph.D., CFA, portfolio manager at Trillium Asset Management, and Matthew A. Zalosh, CFA, portfolio manager at Boston Common Asset Mana...

Don’t fumble the FAFSA

23 Aug 2021

Contributed by Lukas

Financial aid expert Mark Kantrowitz offers some timely wisdom for families with students seeking financial aid. Mark discusses the most common errors...

Midcycle investing for the second half of 2021

14 Jul 2021

Contributed by Lukas

Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, provide their take on the economy and markets so far in 2021, and t...

Why advisors use asset allocation models

28 Jun 2021

Contributed by Lukas

U.S. Co-Head of Retail Product Steve Deroian shares his insight on the rise of asset allocation model portfolios and how new technology is changing ho...

Growth or value in the global equities market?

03 Jun 2021

Contributed by Lukas

Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share where they are seeing the most attractive opportunities now i...

How to pay for college

17 May 2021

Contributed by Lukas

College admissions coach Nancy Steenson is an expert at helping students and parents navigate this often daunting process. In this episode of the Port...

What does inflation mean for the economy?

07 May 2021

Contributed by Lukas

Frances Donald, global chief economist and global head of macroeconomic strategy at Manulife Investment Management, discusses the outlook for inflatio...

Where are we now in the economic cycle?

27 Apr 2021

Contributed by Lukas

Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, visit the podcast for an update on economic growth and where we cou...

A short history of ETFs

14 Apr 2021

Contributed by Lukas

Steve Deroian, U.S. head of asset allocation models and ETF product at John Hancock Investment Management, discusses the history and benefits of excha...

The Fed holds the key to the economic cycle

01 Apr 2021

Contributed by Lukas

Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss what the U.S. Federal Reserve’s (Fed’s) current outlook...

Will consumer spending propel the economic recovery?

19 Mar 2021

Contributed by Lukas

Sandy Sanders, CFA, senior portfolio manager at Manulife Investment Management, weighs in on the health of the consumer and why conditions now are ver...

Will emerging markets lead the new cycle?

04 Mar 2021

Contributed by Lukas

Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, discuss why they like emerging markets as one way to position for a...

Short squeezes, SPACs, and market volatility

13 Feb 2021

Contributed by Lukas

Michael J. Scanlon, Jr., CFA, portfolio manager at Manulife Investment Management, discusses the recent stock market volatility and why companies beat...

An investor’s guide to Biden’s first 100 days

29 Jan 2021

Contributed by Lukas

Thomas Mucha, geopolitical strategist for Wellington Management, discusses what investors should be looking for during the pivotal first 100 days of J...

Top investing ideas for 2021

08 Jan 2021

Contributed by Lukas

Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, evaluate how their top portfolio ideas performed last year and shar...

2021 market and economic outlook

17 Dec 2020

Contributed by Lukas

2020 was one for the record books in terms of market and economic volatility. In the latest Portfolio Intelligence podcast, Co‐Chief Investment Str...

Credit research, from AAA to CCC

02 Dec 2020

Contributed by Lukas

Putting credit research at the center of a fixed‐income portfolio is the key to robust active management inside the $20 billion John Hancock Bond Fu...

What’s next for markets after the election?

04 Nov 2020

Contributed by Lukas

ETF tax efficiency and year-end planning

30 Oct 2020

Contributed by Lukas

Director of ETF Capital Markets Will Creedon discusses how investment professionals are preparing for year-end tax planning and how ETF tax efficiency...

Tech talk: taking your business virtual

16 Oct 2020

Contributed by Lukas

In today’s environment, financial professionals can’t really maximize their businesses’ potential without using virtual technologies. National S...

Volatility and the election

02 Oct 2020

Contributed by Lukas

Co-Chief Investment Strategists Emily Roland and Matt Miskin weigh in on the recent market volatility and what investors should focus on in the weeks ...

College admissions tips in the age of COVID‐19

17 Sep 2020

Contributed by Lukas

College admissions coach Nancy Steenson tells host John Bryson how students can distinguish themselves from thousands of other college applications, p...

Looking ahead to November

02 Sep 2020

Contributed by Lukas

Thomas Mucha, geopolitical strategist for Wellington Management, offers an expert and timely opinion of what to look for in November, and how markets ...

Revisiting the swoosh recovery

20 Aug 2020

Contributed by Lukas

As markets continue to mend despite still-difficult economic conditions, Co-Chief Investment Strategists Emily Roland and Matt Miskin update host John...

ETF investing in volatile markets

30 Jul 2020

Contributed by Lukas

As exchange‐traded funds (ETFs) continue to grow in popularity, Director of ETF Capital Markets Will Creedon discusses how investors have been using...

Don’t fight the Fed

17 Jul 2020

Contributed by Lukas

It’s just after quarter end, so Co Chief Investment Strategists Matt Miskin and Emily Roland are back to discuss their latest outlook for capital ma...