Podcast
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Portfolio Intelligence podcast: avoid pumping up the volume—tempering return expectations
Lofty stock valuations, tariffs, and disinflation—a potent cocktail that's certain to weigh on sentiment. How should investors approach the markets amid uncertainty? Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join the podcast.
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Portfolio Intelligence podcast: why U.S. stocks could continue to do well in 2025
A still-strong labor market, healthy consumer spending, a potentially favorable policy environment. Manulife Investment Management's Emory W. (Sandy) Sanders Jr., CFA, discusses why he's feeling upbeat about U.S. equities.
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Portfolio Intelligence podcast: market outlook—what's changed since the election?
How might the recent presidential election influence markets in the coming months? Podcast host John P. Bryson speaks with our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA.
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Portfolio Intelligence podcast: Medicare decisions for today’s retirees
Danielle K. Roberts, co-founding partner of the health insurance agency Boomer Benefits, returns to the podcast to discuss what today’s retirees and near-retirees need to know about Medicare and how to factor healthcare costs into overall financial plans.
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Portfolio Intelligence podcast: how should retail investors approach private credit?
What is private credit and does it deserve a place in your portfolio? Podcast host John P. Bryson speaks to an expert on the subject. Listen now.
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Portfolio Intelligence podcast: how should investors approach portfolio positioning as rate cuts begin?
Historically, the start of a rate-cut cycle had created some interesting opportunities for investors. Will that apply to today's markets? Hear what our co-investment strategists have to say.
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Portfolio Intelligence podcast: paying for college without falling into deep debt
How to get through college and enjoy the financial benefits of higher education without falling into a debt trap? Lael Oldmixon, executive director of the Education Trust of Alaska, shares insight on student loans, 529 savings accounts, financial aid, scholarships, balancing academics with a job, and more.
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Portfolio Intelligence podcast: looking beyond mega-tech
The dominance of mega-cap technology stocks in the past year has prompted concerns about market concentration. Might the recent rally in small-cap stocks be a prelude to a broader stock-rotation to come?
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Portfolio Intelligence podcast: finding value in today's market
Investor enthusiasm toward the technology sector has sparked comparisons with the dot-com bubble. Are these concerns warranted and does the sector still offer opportunities for return-seeking investors? Listen to our podcast.
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Portfolio Intelligence podcast: amid uncertainty, is stock rotation the way forward?
Dusting off the stock-rotation playbook in the first few months of 2024 may have turned out to be a good decision for some investors, but will the investment strategy remain relevant as we head into the second half of 2024? Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA share their views.
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