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 clients pursue better investment outcomes.
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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 clients pursue better investment outcomes.
Amid uncertainty, is stock rotation the way forward?
Portfolio Intelligence Podcast
17 minutes 13 seconds
1 year ago
Amid uncertainty, is stock rotation the way forward?
Dusting off the stock-rotation playbook in the past few months turned out to be a good decision for some investors, but will it continue to be relevant going forward? Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, take stock of recent market developments and explain why, amid the uncertainty, it may not be a good idea to sell in May and go away.
Portfolio Intelligence Podcast
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 clients pursue better investment outcomes.