Portfolio Intelligence podcast: where are we now in the economic cycle?

Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, visit the podcast for an update on economic growth and where we could be in the current economic cycle. 


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 Roland, 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.