Portfolio Intelligence with John Bryson, head of investment consulting at John Hancock Investment Management, features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across 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.
An initial round of interest-rate cuts no longer appears to be imminent, given recently uneven inflation data and robust jobs growth that have prompted the U.S. Federal Reserve to put a dovish policy shift on hold. What does this delayed timeline mean for equities and fixed income heading into...
Published 04/22/24
Q1 2024 saw U.S. equities stage an impressive rally, supported by the prospect of upcoming interest-rate cuts. The quarter also saw some renewed enthusiasm toward the traditional 60/40 stock-bond portfolio, which had been written off by some investors at one point. But will this supportive...
Published 04/04/24