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Portfolio Intelligence Podcast

Manulife John Hancock Investments
U.S. Economy
Investment Strategies
Women Investors
Financial Literacy
Tariffs
Bond Market
Inflation
Private Credit
Social Security Fairness Act
Federal Reserve
Fixed Income
Financial Advisors
Wage Gap
Consumer Spending
Education
Active Etfs
Financial Aid
International Markets
One Big Beautiful Bill Act
Interest Rates

Portfolio Intelligence Podcast with John Bryson, head of investment consulting at Manulife John Hancock Investment Management, features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across Manulife John Hancock’s multimanager network. The dynamic discussion explores ideas advisors can use today to build their business while helping their... more

PublishesTwice monthlyEpisodes104Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Portfolio Intelligence Podcast

Latest Episodes

2025 was a year unlike any other, with politics and sentiment driving markets more than fundamentals. In this episode, host John Bryson welcomes Matt and Emily to share their views on what shaped the year and how they’re thinking about portfolio posi... more

Medicare is a cornerstone of retirement planning, but its complexity can leave many retirees feeling overwhelmed. In this episode, host John Bryson, head of investment consulting, investment data analytics, and education savings at Manulife John Hanc... more

After a year marked by early uncertainty and underperformance, the municipal bond market has rallied, offering investors attractive yields and renewed opportunity as 2025 draws to a close. In this episode, host John P. Bryson welcomes Adam for a time... more

As the economic landscape grows more complex, investors and advisors are facing new questions about growth, inflation, and what the U.S. Federal Reserve (Fed) may do next. In this episode, host John P. Bryson is joined by Matt and Emily, who discuss ... more

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Recent Guests

Mark Kantrowitz
A nationally recognized authority on scholarships, student loans, college savings plans, and education tax benefits.
Episode: How OBBBA changes affect college funding and savings
Brooke Baker
Practice Management Specialist at Manulife John Hancock Investments, supports financial professionals by simplifying complex topics.
Manulife John Hancock Investments
Episode: Demystifying the Social Security Fairness Act
Steve Deroian
Global Head of Exchange Traded Products and Models
Manulife John Hancock Investments
Episode: Understanding active ETFs and ETF share classes
Nancy Steenson
College admissions coach and owner of Steenson College Coaching
Episode: College admissions—navigating test-optional applications
Matt Miskin
Co-Chief Investment Strategist
Manulife John Hancock Investments
Episode: From inflation to rate cuts—evaluating potential tariff impacts
Megan Hopps
Divisional Sales Manager at Manulife John Hancock Investment
Manulife John Hancock Investment
Episode: Reframing the way we think about women, wealth, and investing
Kathleen Pritchard
Director of Practice Management at Manulife John Hancock Investment
Manulife John Hancock Investment
Episode: Reframing the way we think about women, wealth, and investing
Alex Grassino
Chief Economist at Manulife Investment Management
Manulife Investment Management
Episode: How might tariffs affect U.S. growth and the Fed’s approach to rates?
Sandy Sanders
Senior Managing Director and Senior Portfolio Manager at Manulife, leader of the US Core Value Equity Team
Manulife Investment Management
Episode: Why U.S. stocks may continue to do well in 2025

Host

John Bryson
Head of Investment Consulting and Education Savings, focusing on guiding advisors to make informed investment decisions and promote better client outcomes.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

How OBBBA changes affect college funding and savings
Q: If you had one piece of advice for families that are trying to navigate the college planning process in this post-Obba world, what would it be?
To save early and often, and to shop around when choosing a college based on net price.
How OBBBA changes affect college funding and savings
Q: Can you give our audience a quick overview of what the One Big Beautiful Bill Act is and why it matters to families planning for college?
The One Big Beautiful Bill Act is a massive piece of legislation that extended previous tax acts and made significant changes to federal student assistance.
Paying for college without falling into deep debt
Q: What other factors should people be considering when comparing college costs?
Lael points out that costs like fees, books, computer expenses, and day-to-day spending should all be taken into account beyond tuition.
Paying for college without falling into deep debt
Q: When you talk to those folks, how do you talk to them about paying for it without falling into massive debt?
Lael emphasizes that families should clarify the financial aid packages and create a budget based on available resources and expected expenses.
Market outlook: what’s changed since the election?
Q: How are you advising investors to position their portfolio for the rest of 2024 and beyond?
Investors should consider looking for opportunities in high-quality bonds and possibly dollar-cost averaging into those investments given their attractive yield.

Audience Metrics

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Frequently Asked Questions About Portfolio Intelligence Podcast

What is Portfolio Intelligence Podcast about and what kind of topics does it cover?

Focusing on the investment landscape, this podcast features a variety of discussions centered around enhancing financial strategies and exploring market opportunities. Each episode invites experts in areas such as asset allocation, portfolio construction, and financial management to share insights relevant to both financial advisors and individual investors. Noteworthy topics include the impact of legislative changes on financial aid, active versus passive investment strategies, and the evolving dynamics of market trends, particularly regarding equities and fixed income investments. The content is likely to be particularly engaging for listeners seeking to stay informed on the latest developments and strategies in investing, catering to bot... more

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Which podcasts are similar to Portfolio Intelligence Podcast?

These podcasts share a similar audience with Portfolio Intelligence Podcast:

1. Capital Ideas Podcast
2. Barron's Streetwise
3. WSJ Your Money Briefing
4. Animal Spirits Podcast
5. Masters in Business

How many episodes of Portfolio Intelligence Podcast are there?

Portfolio Intelligence Podcast launched 6 years ago and published 104 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Portfolio Intelligence Podcast?

Recent guests on Portfolio Intelligence Podcast include:

1. Mark Kantrowitz
2. Brooke Baker
3. Steve Deroian
4. Nancy Steenson
5. Matt Miskin
6. Megan Hopps
7. Kathleen Pritchard
8. Alex Grassino

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