Portfolio Intelligence Podcast
Episodes
The pulse of value investing
08 Jul 2020
Contributed by Lukas
Jay Feeney, chief investment officer at Boston Partners, explores value investing and questions about the persistence of the value premium. According ...
The swoosh recovery
17 Jun 2020
Contributed by Lukas
Markets have come a long way fast since their late March lows. But with forward guidance from the U.S. Federal Reserve indicating near-zero interest r...
Unpacking the CARES Act
08 Jun 2020
Contributed by Lukas
In the midst of the pandemic in March 2020, U.S. lawmakers passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which offered $2 tri...
Oil in the recovery
14 May 2020
Contributed by Lukas
Amid the coronavirus pandemic, global demand for oil has fallen by roughly 30%, according to portfolio manager and energy market specialist David T. C...
LinkedIn: the social answer to social distance
29 Apr 2020
Contributed by Lukas
With over 650 million members and 43% of them in decision-making roles, LinkedIn offers a huge reservoir of networking opportunities for financial pro...
Do bears breed bulls?
16 Apr 2020
Contributed by Lukas
Host John Bryson is joined by Matt Miskin and Emily Roland, co-chief investment strategists at John Hancock Investment Management. In discussing their...
Intuition, logic, and investing
02 Apr 2020
Contributed by Lukas
When market volatility rises, our first impulse can be to cut and run. But that’s a biologically conditioned emotional response rather than a logica...
Volatility in context, part II
16 Mar 2020
Contributed by Lukas
In the context of compounding uncertainties for the markets, John Bryson is joined by Matt Miskin and Emily Roland, co-chief investment strategists at...
Volatility in context
04 Mar 2020
Contributed by Lukas