Portfolio Intelligence

A new year typically ushers in new hopes. Where Wall Street’s concerned, 2025 may well ring in new highs. Emory W. (Sandy) Sanders, Jr., CFA, Senior Portfolio Manager at Manulife Investment Management shares his investment approach with podcast host, John P. Bryson, and explains why he’s feeling sanguine about the coming year.

After an initial burst of euphoria following the election, investors appear to have adopted a more cautious mood as they assess how the incoming administration might shape financial markets. Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views.

Danielle K. Roberts, co-founding partner of the insurance agency Boomer Benefits, joins podcast host John P. Bryson to discuss what today’s retirees and near-retirees need to know about Medicare and how to factor healthcare costs into their overall financial plans and decision-making. Danielle, author of the book 10 Costly Medicare Mistakes You Can’t Afford to Make, outlines the different parts of Medicare coverage and explores key considerations in choosing between Medicare Advantage and Medigap coverage. She also offers advice to help investment professionals assist clients who are trying to adapt to recent and pending changes to the federal program.

It wasn’t that long ago when private credit, as an asset class, was all but available to everyday investors. But that’s changing, thanks to growing retail interest in alternative assets. What should investors know about private credit before making room for the asset class in their portfolio? Podcast host John P. Bryson speaks with Alex C. Catterick, global head of alternative investment solutions at Manulife Investment Management.

Judging by market reaction, the U.S. Federal Reserve’s decision to lower rates at its recent meeting appears to have assuaged concerns about a pending recession. Podcast host John P. Bryson caught up with our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, and asked them if the rate cut had influenced their view of the markets.