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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Short squeezes, SPACs, and market volatility

February 13, 2021 | 14:24 | Ep. 23

Michael J. Scanlon, Jr., CFA, portfolio manager at Manulife Investment Management, discusses the recent stock market volatility and why companies beating quarterly earnings estimates may be getting lost in the shuffle as investors focus on recent hedge fund losses. Scanlon, who co-manages the John Hancock Balanced Fund, delves into the mechanics of shorting a stock, how short squeezes happen, and why short sellers are often unfairly labeled as villains. The portfolio manager also offers his thoughts on the recent explosion of special purpose acquisition companies (SPACs), signs of frothiness in the markets, and the importance of maintaining a long-term mindset during volatile times.

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

January 29, 2021 | 21:47 | Ep. 22

Thomas Mucha, geopolitical strategist for Wellington Management, discusses what investors should be looking for during the pivotal first 100 days of Joe Biden’s presidency. The longtime Washington observer expects an intense focus on combating the COVID‐19 pandemic and rolling out economic stimulus. Other key issues to watch during Biden’s first 100 days include the possible introduction of an infrastructure deal and a more multilateral approach to foreign policy, Mucha explains. Although we recently examined the key early economic takeaways and positioning after the election, this episode also covers the longer‐term investment implications of a Biden presidency.



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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