The strategists explain why consumer spending and the U.S. Federal Reserve’s inflation policies are encouraging signs for investors.
They also weigh in on why they like mid-cap and industrial stocks, and how investors are positioning portfolios in this phase of the bull market.
“While we do believe here that a new bull market is unfolding, we do expect to see potentially some digestion playing out in the markets over the next year.”—Emily R. Roland, CIMA, Co-Chief Investment Strategist, 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.
This podcast is being brought to you by John Hancock Investment Management Distributors, LLC, member FINRA,SIPC. The views and opinions expressed in this podcast are those of the speaker, are subject to change as market and other conditions warrant and do not constitute investment advice or a recommendation regarding any specific product or security. There is no guarantee that any investment strategy discussed will be successful or achieve any particular level of results. Any economic or market performance information is historical and is not indicative of future results, and no forecasts are guaranteed. Investing involves risks, including the potential loss of principal.