Will the impressive stocks rally in Q1 continue?
from Portfolio Intelligence Podcast Hosted by Michael R. Scanlon, John Hancock Investment Management, John Bryson
https://www.bloomberg.com/news/articles/2022-10-19/record-bloat-set-stage-for-record-pain-in-cross-asset-portfolios
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What this episode covers
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 environment continue? Podcast host John P. Bryson, head of investment consulting and education savings at John Hancock Investment Management, posed that question to Michael R. Scanlon, CFA, and portfolio manager at Manulife Investment Management.
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