Portfolio Intelligence podcast

The Portfolio Intelligence podcast features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across John Hancock’s multimanager network. Hosted by John Bryson, head of investment consulting at John Hancock Investment Management, the dynamic discussion explores ideas advisors can use today to build their business while helping their clients pursue better investment outcomes.


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What’s next for markets after the election?

November 4, 2020 | 14:36 | Ep. 18

Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, give their initial take on the U.S. election results, how the stock market is reacting, and the potential impact for the economy. Like 2016, the polls were way off, but a stock market indicator during election years hinted at a much closer presidential race. The strategists also discuss which sectors of the market and economy they see performing best over the next four years, the outlook for fiscal stimulus and U.S. Treasury yields, and why they’re doubling down on balanced portfolios with a high-quality tilt. To learn more about how the election results may impact markets and the economy, explore our 2020 elections page.

ETF tax efficiency and year-end planning

October 30th, 2020 | 19:23 | Ep. 17

Director of ETF Capital Markets Will Creedon discusses how investment professionals are preparing for year-end tax planning and how ETF tax efficiency can help make their jobs easier. The 2020 market volatility has created tax-loss harvesting opportunities that haven’t been seen in several years, he tell host John Bryson. Will also provides insight on which asset classes might be ripe for tax harvesting, how the U.S. tax code may change after the election, and where to learn more about smart tax strategies.

To learn more about using ETFs for tax-loss harvesting in volatile markets, explore this viewpoint.



About our host

John P. Bryson leads the firm's investment consulting team, which is responsible for initiatives and businesses, including portfolio consulting, product channel consulting, exchange-traded fund capital markets, college savings, and stable value. He is a member of the John Hancock investment committee and the John Hancock 529 investment oversight committee, and he serves as chairman of the John Hancock pension and 401(k) investment subcommittee.

 

Prior to joining John Hancock Investment Management in 2008, he held product management and development positions at Fidelity Investments in the intermediary and defined contribution business units. Other previous roles include client service, investment training, and product specialist positions at New England Funds and Putnam Investments. John earned a B.S. in Finance and an M.B.A. from Boston College.


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