Podcast
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Portfolio Intelligence podcast | The tax-smart case for active ETFs
The ETF market continues to expand, with active ETFs, lower costs, and tax efficiency helping drive adoption. Brad Feeley and Steve Doroian discuss the evolution of ETFs, fourth-quarter tax considerations, and how advisors can use ETFs to help improve clients’ after-tax outcomes.
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Portfolio Intelligence podcast | Balancing momentum and value in global markets
Strong economic data and an ongoing technology supercycle continue to support equities, while attractive yields and negative sentiment are creating opportunities in fixed income. Matt Miskin and Emily Roland discuss portfolio positioning, diversification, and the case for maintaining balance as investors look toward 2027.
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Portfolio Intelligence podcast | Why AI is an infrastructure story
AI’s rapid growth is sparking multidecade investment in power and electrification. Tom Levering, portfolio manager and global industry analyst at Wellington Management, explains where opportunity lies—especially in listed infrastructure—comparing public and private markets and debunking the “bond-like” label.
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Portfolio Intelligence podcast | Supporting clients through college planning and transition
College is more than just an educational decision. Independent college consultant Nancy Steenson and Gail Parsons, founder of Lifecycle Focus, share how advisors can support clients through the entire journey.
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Portfolio Intelligence podcast | From AI to the Fed: what could shape the rest of 2026?
As AI investment accelerates and the Fed keeps a hawkish stance, our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, break down the market trends shaping the market.
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Portfolio Intelligence podcast | Finding value in fixed income amid equity volatility
Our head of developed-market fixed income, Jeffrey N. Given, CFA, discusses today’s fixed income opportunities as investors navigate policy uncertainty.
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Portfolio Intelligence podcast | How AI is driving equity momentum and attractive alternatives
Our Co-Chief Investment Strategist, Matthew D. Miskin, CFA, shares his perspective on the AI-driven equity momentum, risks, and other attractive market opportunities.
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Portfolio Intelligence podcast | Positioning portfolios for volatility with long/short investing
Market volatility and greater dispersion are creating new challenges—alongside opportunities. Joshua M. Jones, CFA, portfolio manager at Boston Partners, discusses how long/short equity strategies can help navigate a more uncertain market environment.
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Portfolio Intelligence podcast | How to approach alternatives and private credit today
With alternatives back in the headlines, it’s timely to consider both the opportunities and challenges they present. David T. Vincent CFA, CAIA, Co-Head of Alternatives Intermediary Distribution at Manulife Investment Management, joins the podcast to offer clarity on the market.
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Portfolio Intelligence podcast | What energy shocks mean for markets and investors
Energy supply disruptions and inflation expectations are adding pressure across markets. Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their perspective on the current macro environment and implications for investors.
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