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December 5, 2022
November 18, 2022
December 22, 2022 | 18:02 | Ep. 58
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 (Fed) has fared in 2022 in terms of managing inflation and unemployment. They also discuss the Fed’s anticipated policy shifts in 2023, where they see the pivot happening, and how the timing could affect portfolio positioning. Emily and Matt also examine the impact that China’s reopening from its strict COVID-19 policies could have on the global economy. Finally, the strategists offer insight on long-term portfolio allocations given today’s market environment.
Emily R. Roland, CIMA
Co-Chief Investment Strategist
Emily is responsible for developing and delivering timely market and economic insight to financial advisors and institutional investors across the United States. She co-authors John Hancock Investment Management’s flagship quarterly market outlook publication, Market Intelligence.
Matthew D. Miskin, CFA
Co-Chief Investment Strategist
Matt is responsible for developing and delivering timely market and economic insight to financial advisors and institutional investors across the United States. He co-authors John Hancock Investment Management’s flagship quarterly market outlook publication, Market Intelligence.
Access a variety of Market Intelligence resources, including a presentation with in-depth speaker notes and seminar materials to help you kick-start meetings with clients.
Never miss a Market Intelligence update with access to replays of our quarterly webinars, including our Inside the Network panel discussion of market and economic themes.
For financial professionals who want to stay up to date on the latest economic indicators and market news, get our latest analysis on Fed and central bank monetary policy moves, PMI data, corporate earnings, and more.
Financial professionals: Schedule a detailed review of Market Intelligence and how the trends taking place in today's market may affect your practice.
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