October 16th, 2020 | 16:24 | Ep. 16
Tech talk: taking your business virtualIn today’s environment, financial professionals can’t really maximize their businesses’ potential without using virtual technologies. National Sales Manager Andy McFetridge joins John Bryson to talk about making the most of these technologies and techniques—including online meeting platforms, strategies for personalizing the client experience, and other best practices for communicating through virtual meetings. Learn how using today’s technologies well can enhance your connections with clients while unlocking new value for your business.
October 2nd, 2020 | 17:52 | Ep. 15
Volatility and the electionCo-Chief Investment Strategists Emily Roland and Matt Miskin weigh in on the recent market volatility and what investors should focus on in the weeks leading up to the crucial U.S. election. The strategists also update host John Bryson on what the latest economic data is hinting about the growth trajectory during the COVID-19 pandemic. Finally, Emily and Matt share their highest-conviction ideas for the equity and fixed-income markets, the outlook for the U.S. Federal Reserve, and what credit spreads and currency markets are forecasting for the markets.
September 17th, 2020 | 29:36 | Ep. 14
College admissions tips in the age of COVID‐19College admissions coach Nancy Steenson tells host John Bryson how students can distinguish themselves from thousands of other college applications, particularly during the time of COVID‐19. She also provides tips on taking the SAT, if a gap year is appropriate now, why the high school transcript is so important, and how to write engaging essays to get noticed by college admissions boards. Finally, Steenson shares the most common mistakes she sees when students apply to colleges, and discusses strategies for parents to save for college and qualify for financial aid.
September 2nd, 2020 | 28:10 | Ep. 13
Looking ahead to NovemberThomas Mucha, geopolitical strategist for Wellington Management, offers an expert and timely opinion of what to look for in November, and how markets may react in various election scenarios. The veteran political and macro economic analyst tells host John Bryson which polls and battleground states he’s watching and how the COVID-19 pandemic may figure into the upcoming elections. Finally, Mucha provides insight into sectors that could be most affected by which party controls the White House and Congress, and why climate change and U.S.-China relations are among the top challenges he sees for the global economy and markets.
August 20th, 2020 | 23:39 | Ep. 12
Revisiting the swoosh recoveryAs markets continue to mend despite still-difficult economic conditions, Co-Chief Investment Strategists Emily Roland and Matt Miskin update host John Bryson on how their investment forecasts are faring in 2020. Their tilt to higher-quality segments of the equities and bond markets have been a tailwind, but high-yield bonds have rebounded more than expected. The strategists also describe why they continue to see a Nike “swoosh”-shaped economic recovery, rather than a rapid V-shaped bounce. Finally, Emily and Matt look ahead to the November election and explain why investors may actually want to pay more attention to the macroeconomic backdrop rather than letting politics influence portfolios.
July 30th, 2020 | 31:06 | Ep. 11
ETF investing in volatile marketsAs exchange‐traded funds (ETFs) continue to grow in popularity, Director of ETF Capital Markets Will Creedon discusses how investors have been using ETFs for tax efficiency during today’s unprecedented volatility. Will gets into the important nuances of how ETFs differ from mutual funds and explains why ETFs are notable for their tax efficiency. He also provides insightful context on ETF liquidity during the extreme volatility in 2020, and offers some trading best practices to keep in mind in fast‐moving markets. Finally, Will and host John Bryson discuss how the pandemic is creating sector dispersion and ETF investment opportunities growing out of that theme.
July 17th, 2020 | 14:34 | Ep. 10
Don't fight the FedIt’s just after quarter end, so Co-Chief Investment Strategists Matt Miskin and Emily Roland are back to discuss their latest outlook for capital markets with host John Bryson. Citing a bottoming in U.S. economic data as well as hints of a turnaround in earnings estimates, they point at higher‐quality components within tech, communication services, and healthcare, as well as the nascent leadership of mid‐cap stocks. With cash piling up in investors’ portfolios, the discussion also dwells on opportunities in international equities and where to search for yield opportunities in fixed income without incurring excessive risk—particularly areas that are enjoying U.S. Federal Reserve support.
July 8th, 2020 | 25:40 | Ep. 9
The pulse of value investingJay Feeney, chief investment officer at Boston Partners, explores value investing and questions about the persistence of the value premium. According to Jay, when value is out of favor, that’s not the time to lose your conviction in the investing style’s future potential. While the severity of value’s underperformance relative to growth has repeatedly challenged investor expectations in recent years, today’s extreme spreads in valuation between growth and value stocks suggest a rising probability of mean reversion.
June 17th, 2020 | 20:49 | Ep. 8
The swoosh recoveryMarkets 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 rates through 2022, what does that mean for portfolios looking forward? As Co-Chief Investment Strategists Emily Roland and Matt Miskin discuss with host John Bryson, there’s a record amount of cash on the sidelines—$4.7 trillion—and investors want to know where to get the best bang for their buck across the yield curve and economic sectors. Faced with the prospect of a Nike “swoosh”-shaped recovery, in which the economy drops sharply and then slowly rebuilds, Emily and Matt counsel a diversified, balanced approach across stocks and bonds, maintaining a focus on intermediate-term bonds, a neutral stance with respect to value and growth styles, and a continued emphasis on higher-quality opportunities.
June 8th, 2020 | 49:59 | Ep. 7
Unpacking the CARES ActIn the midst of the pandemic in March 2020, U.S. lawmakers passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which offered $2 trillion+ in stimulus funding for the U.S. economy. While this has been a welcome development for individuals and businesses, the Act itself is a labyrinth of features and eligibility conditions that pose important questions for financial professionals.
To outline the basics of the Act’s economic benefits and to offer an interpretation of some of its more complex provisions, John is joined by Chris Frank, head of defined contribution consulting at John Hancock Retirement, and Ed Jastrem, CFP, director of financial planning at the Massachusetts-based registered investment advisor Heritage Financial. The topics at issue range from the expansion of unemployment benefits and the impact on federally backed student loans and mortgages to coronavirus-related retirement plan distributions. In addition, the discussion highlights ways in which the Act is still being interpreted by legal and tax professionals, particularly around distributions and guidance for retirement plans and their advisors.
May 14th, 2020 | 20:58 | Ep. 6
Oil in the recoveryAmid the coronavirus pandemic, global demand for oil has fallen by roughly 30%, according to portfolio manager and energy market specialist David T. Cohen, CFA, of Boston Partners. David joins Portfolio Intelligence host John Bryson to discuss the recent volatility in oil prices, the ins and outs of the oil supply chain, and considerations for investors in energy stocks as the world attempts to move forward with an uncertain economic recovery.
April 30th, 2020 | 22:52 | Episode 5
LinkedIn: the social answer to social distanceWith over 650 million members and 43% of them in decision-making roles, LinkedIn offers a huge reservoir of networking opportunities for financial professionals. Brendan Barca, an independent LinkedIn consultant and career coach, joins host John Bryson to discuss best practices for using LinkedIn to build a business, including tips on how to optimize your online profile and how to deliver a solutions-oriented message that will appeal to prospective clients. For additional advisor social media strategies to enhance your brand and build your business click here.
April 16th, 2020 | 19:17 | Episode 4
Do bears breed bulls?Host John Bryson is joined by Matt Miskin and Emily Roland, co-chief investment strategists at John Hancock Investment Management. In discussing their Market Intelligence outlook for Q2 2020 and beyond, Matt and Emily identify what they consider to be attractive equity and fixed-income opportunities in the making despite the severe economic disruption caused by COVID-19 and the measures taken nationwide to “flatten the curve” of new cases.
April 2nd, 2020 | 23:05 | Episode 3
Intuition, logic, and investingWhen market volatility rises, our first impulse can be to cut and run. But that’s a biologically conditioned emotional response rather than a logical one. In this episode of Portfolio Intelligence, John Bryson is joined by Keith Van Etten, portfolio consultant and behavioral finance specialist at John Hancock Investment Management, to investigate our intuitive responses to stimuli versus our logical curbing of emotionally driven reactions. Applying these insights to investing, they discuss mental anchoring, unconscious simplification strategies, and other situations where listening to our gut can get our portfolios into trouble.
March 16th, 2020 | 13:42 | Episode 2
Volatility in context, part IIIn the context of compounding uncertainties for the markets, John Bryson is joined by Matt Miskin and Emily Roland, co-chief investment strategists at John Hancock Investment Management. While addressing the market’s gathering speed to the downside, they also consider its potential upward velocity in the wake of new and pending monetary and fiscal measures. With a near-term economic shock of the coronavirus pandemic a virtual certainty, the discussion raises timely asset allocation guidance to help investors look beyond the storm of current volatility to focus on long-term investment plans.
March 5th, 2020 | 15:23 | Episode 1