Portfolio Intelligence podcast: our 2022 economic projections and investment outlook

In this episode of Portfolio Intelligence, Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss their 2022 economic projections and investment outlook. 

Portfolio Intelligence podcast episode 42

The strategists also share what factors they’re currently watching, their expectations from the U.S. Federal Reserve, and their concerns for the U.S. and global economy in 2022. Finally, the strategists share their views on the positioning of fixed income and equity investments in 2022. 

"There is great fundamental support for owning equities right now. The earnings environment looks good. The economic environment looks good, particularly here in the fourth quarter. We just want to be careful about not adding significant risk or cyclicality to portfolios next year, as we head into this more normal or modest growth environment here in the U.S." —Emily R. Roland, CIMA, co-chief investment strategist

About the 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 financial professionals can use today to build their business while helping their clients pursue better investment outcomes.