Portfolio Intelligence podcast: an investor's guide to Biden's first 100 days

Thomas Mucha, geopolitical strategist for Wellington Management, discusses what investors should be looking for during the pivotal first 100 days of Joe Biden’s presidency. 


Mucha, a longtime observer of Washington and U.S. politics, predicts an intense focus on combating the COVID‐19 pandemic and rolling out economic stimulus. Other key issues to watch during Biden’s first 100 days include the possible introduction of an infrastructure deal and a more multilateral approach to foreign policy, Mucha explains.

Although in a recent Portfolio Intelligence podcast espisode we examined the key early economic takeaways and positioning after the election, this episode also covers the longer‐term investment implications of a Biden presidency.

"I'm really expecting an intense focus on COVID and economic stimulus. I think this presidency will be judged on these interlocking issues.” —Thomas Mucha, geopolitical strategist for Wellington Management

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 advisors can use today to build their business while helping their clients pursue better investment outcomes.