Portfolio Intelligence podcast: where are we now in the economic cycle?

Portfolio Intelligence podcast: where are we now in the economic cycle?

John P. Bryson
John P. Bryson, Head of Investment Consulting John Hancock Investment Management

Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, provide an update on economic growth and where we could be in the current economic cycle.

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Portfolio Intelligence podcast: a short history of ETFs

John P. Bryson
John P. Bryson, Head of Investment Consulting John Hancock Investment Management
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Tech and the consumer have reshaped today’s emerging markets

Kathryn Langridge
Kathryn Langridge, Senior Portfolio Manager Manulife Investment Management
Philip Ehrmann
Philip Ehrmann, Senior Portfolio Manager Manulife Investment Management
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Timing is everything: Three-minute macro

Timing is everything: Three-minute macro

Erica Camilleri
Erica Camilleri, Investment Analyst Manulife Investment Management
Frances Donald
Frances Donald, Global Chief Economist and Global Head of Macroeconomic Strategy, Multi-Asset Solutions Team, Manulife Investment Management Manulife Investment Management

In the coming months, we expect the market to emphasize the timing of economic inflection points. We also detail our cautiously optimistic view on REITs and highlight that differing COVID-19 vaccination rates are making country picking in emerging markets even more crucial in this month's edition of Three-minute macro.

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Bright outlook: 9 takeaways from a strong quarter for U.S. banks

Susan A. Curry
Susan A. Curry, Senior Portfolio Manager, Capital Appreciation Manulife Investment Management
Ryan P. Lentell, CFA
Ryan P. Lentell, CFA, Portfolio Manager, Capital Appreciation Manulife Investment Management

Since the pandemic began, U.S. banks have successfully retrenched. Their latest earnings bolster our expectations that banks will lead a broader economic recovery.

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Portfolio Intelligence podcast: what does inflation mean for the economy?

John P. Bryson
John P. Bryson, Head of Investment Consulting John Hancock Investment Management

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

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