Podcast
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Portfolio Intelligence podcast | What you need to know about Medicare planning
As Medicare changes and costs affect retirees, Medicare insurance expert Danielle K. Roberts joins the podcast to share essential planning tips, highlight mistakes to avoid, and offer guidance for a smoother transition to Medicare.
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Portfolio Intelligence podcast | What’s driving the renewed focus on municipal bonds
As improved flows and stronger returns put municipal bonds in focus, Manulife Investment Management’s Head of Municipal Bonds, Adam A. Weigold, CFA, joins the podcast to discuss opportunities and yield drivers in the market.
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Portfolio Intelligence podcast | Taking stock: mixed economic signals, Fed expectations
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views on the economy, their rate-cut outlook, and portfolio positioning in today’s environment.
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Portfolio Intelligence podcast | Celebrating 100 episodes with John Bryson
Listen to the landmark 100th episode as podcast host John P. Bryson takes the guest seat. In conversation with Justin Clarke, John reflects on the podcast’s journey, its impact, and his key learnings.
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Portfolio Intelligence podcast | How OBBBA changes affect college funding and savings
The One Big Beautiful Bill Act (OBBBA) has introduced sweeping changes to federal financial aid, student loans, and college savings plans. Financial aid expert Mark Kantrowitz discusses how OBBBA affects students and families planning for college.
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Portfolio Intelligence podcast | Post-summer outlook: evaluating the market landscape
Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, offer insight into strategic investment opportunities amid evolving economic indicators and interest rate policies as summer comes to a close.
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Portfolio Intelligence podcast | Know what you own: fixed-income in focus
Understanding the intricacies of fixed-income portfolios is key for advisors to meet client goals. Matthew C. Hammer, CRPC, our head of investment product management, shares strategies for building resilient portfolios.
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Portfolio Intelligence podcast | Demystifying the Social Security Fairness Act
While the Social Security Fairness Act is poised to redefine retirement benefits for millions, the recently approved law remains a complex topic. Our Practice Management Specialist Brooke Baker, CEPA, helps us understand the legislation’s impact.
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Portfolio Intelligence podcast | Understanding active ETFs and ETF share classes
Steve L. Deroian, our head of asset allocation models and ETF strategy, shares a beginner's guide to the world of active ETFs and the emerging trend of the ETF share class.
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Portfolio Intelligence podcast: cutting through the noise—portfolio positioning in a shifting economy
Sentiment-driven value inflation is clouding the markets. How can investors find clarity? Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, weigh in.
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