Portfolio Intelligence podcast: growth or value in the global equities market?

Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share where they are seeing the most attractive opportunities now in the global equities market. 


The strategists discuss whether the recent outperformance of value indexes over tech stocks could be a lasting trend. 

Miskin and Roland also explain why they think international stocks and economic growth could catch up to the United States during the recession recovery, as well as the outlook for the dollar and currency markets.

"Growth is moving to Europe and other parts of the world, and that's really why we're getting more optimistic and finding good opportunities on the international side of the markets."—Matthew Miskin, co-chief investment strategist at John Hancock Investment 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.