Portfolio Intelligence

Author: Manulife John Hancock Investments

Portfolio Intelligence 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 Hancocks 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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Language: en

Genres: Business, Investing

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From inflation to rate cuts—evaluating potential tariff impacts
Episode 92
Thursday, 1 May, 2025

Spring, they say, can really hang you up the most―and that’s the tune that’s played out in the markets so far, in the wake of Liberation Day. Might the proposed tariffs lead to a recession? How should investors position their portfolios amid uncertainty? Take a listen to what Matthew D. Miskin, CFA, our co-chief investment strategist, has to say.