Portfolio Intelligence Podcast

As markets continue to mend despite still-difficult economic conditions, Co-Chief Investment Strategists Emily Roland and Matt Miskin update host John Bryson on how their investment forecasts are faring in 2020. Their tilt to higher-quality segments of the equities and bond markets have been a tailwind, but high-yield bonds have rebounded more than expected. The strategists also describe why they...

As exchange‐traded funds (ETFs) continue to grow in popularity, Director of ETF Capital Markets Will Creedon discusses how investors have been using ETFs for tax efficiency during today’s unprecedented volatility. Will gets into the important nuances of how ETFs differ from mutual funds and explains why ETFs are notable for their tax efficiency. He also provides insightful context on ETF liquidity...

It’s just after quarter end, so Co Chief Investment Strategists Matt Miskin and Emily Roland are back to discuss their latest outlook for capital markets with host John Bryson. Citing a bottoming in U.S. economic data as well as hints of a turn around in earnings estimates, they point at higher‐quality components within tech, communication services, and healthcare, as well as the nascent leadershi...

Jay Feeney, chief investment officer at Boston Partners, explores value investing and questions about the persistence of the value premium. According to Jay, when value is out of favor, that’s not the time to lose your conviction in the investing style’s future potential. While the severity of value’s underperformance relative to growth has repeatedly challenged investor expectations in recent yea...

Markets have come a long way fast since their late March lows. But with forward guidance from the U.S. Federal Reserve indicating near-zero interest rates through 2022, what does that mean for portfolios looking forward? As Co-Chief Investment Strategists Emily Roland and Matt Miskin discuss with host John Bryson, there’s a record amount of cash on the sidelines—$4.7 trillion—and investors want to...

In the midst of the pandemic in March 2020, U.S. lawmakers passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which offered $2 trillion+ in stimulus funding for the U.S. economy. While this has been a welcome development for individuals and businesses, the Act itself is a labyrinth of features and eligibility conditions that pose important questions for financial professionals....

Amid the coronavirus pandemic, global demand for oil has fallen by roughly 30%, according to portfolio manager and energy market specialist David T. Cohen, CFA, of Boston Partners. David joins Portfolio Intelligence host John Bryson to discuss the recent volatility in oil prices, the ins and outs of the oil supply chain, and considerations for investors in energy stocks as the world attempts to mo...

With over 650 million members and 43% of them in decision-making roles, LinkedIn offers a huge reservoir of networking opportunities for financial professionals. Brendan Barca, an independent LinkedIn consultant and career coach, joins host John Bryson to discuss best practices for using LinkedIn to build a business, including tips on how to optimize your online profile and how to deliver a soluti...

Host John Bryson is joined by Matt Miskin and Emily Roland, co-chief investment strategists at John Hancock Investment Management. In discussing their Market Intelligence outlook for Q2 2020 and beyond, Matt and Emily identify what they consider to be attractive equity and fixed-income opportunities in the making despite the severe economic disruption caused by COVID-19 and the measures taken nati...

When market volatility rises, our first impulse can be to cut and run. But that’s a biologically conditioned emotional response rather than a logical one. In this episode of Portfolio Intelligence, John Bryson is joined by Keith Van Etten, portfolio consultant and behavioral finance specialist at John Hancock Investment Management, to investigate our intuitive responses to stimuli versus our logic...

In the context of compounding uncertainties for the markets, John Bryson is joined by Matt Miskin and Emily Roland, co-chief investment strategists at John Hancock Investment Management. While addressing the market’s gathering speed to the downside, they also consider its potential upward velocity in the wake of new and pending monetary and fiscal measures. With a near-term economic shock of the c...