Focusing on income and quality: portfolio positioning for 2026

About this episode

The episode discusses portfolio positioning strategies for 2026, reflecting on the market drivers of 2025.

As 2025 wraps up, markets have delivered surprises and opportunities. In this episode, our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, recap the year’s biggest drivers, from politics to sentiment, and share their approach to positioning portfolios in 2026.

People in this episode

Guests: Emily R. Roland, Matthew D. Miskin

Topics covered

• portfolio positioning
• income
• quality
• market analysis
• investment strategy
• economic outlook

Keywords

• portfolio positioning
• income
• quality
• investment strategy
• market analysis
• 2026 outlook

Mentioned in this episode

Organizations: Manulife John Hancock Investments

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