Podcasts about market outlook

Henry County Farm Bureau is gearing up for a busy summer, starting with next week's Henry County Fair. Manager Katie Lalleman says Farm Bureau will have a booth in the Merchants Building, offering members discounted tickets for the pork producers' stand and sharing information with non-member agriculture education, landowner rights, legislative priorities, and member discounts. Upcoming events include a Market Outlook seminar on June 30th at Lavender Crest, Safety Starts With You on July 8th in Geneseo, and the Farm Bureau Foundation Golf Fun Day on August 14th at Baker Park in Kewanee. Proceeds support Ag in the Classroom programming.

On June 16th, 2026, Ryan Burrow shares today's potential market drivers:

In this episode, Farm4Profit sits down with Tommy Grisafi, founder of Ag Bull Trading and Ag Bull Media, a veteran commodity trader with more than three decades of experience navigating agricultural markets. Tommy shares the story of how a high school field trip to the Chicago Board of Trade sparked a lifelong passion for commodity trading and eventually led him to become a member of both the Chicago Board of Trade and CME. The conversation explores the realities of grain marketing and why it often proves more difficult than growing the crop itself. Tommy dives into the emotions that drive decision-making—greed, hope, ego, and fear—and explains how these factors can quietly cost farmers more than any market downturn. Topics include: Tommy's journey from the CBOT trading floor to Ag Bull Trading How commodity markets have evolved over the past 30 years Whether today's flood of information helps or hurts decision-making How producers can identify trustworthy market advisors Why risk management matters more than ever The traits shared by successful grain marketers Common habits that hold producers back Why profitable opportunities are often missed Market outlooks for corn, soybeans, wheat, fertilizer, fuel, and interest rates What younger farmers should focus on as they build their operations The importance of discipline and consistency in marketing plans Tommy also shares stories from some of the most volatile periods in agricultural markets and discusses the lessons he's learned from both winning and losing trades. Whether you're marketing old crop grain, planning for next year, or simply trying to make better decisions in an uncertain environment, this episode offers valuable insights from someone who has spent a lifetime studying market behavior. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week on TrendsTalk, ITR Economist and Speaker Taylor St. Germain breaks down the latest housing market data and explains why housing activity remains under pressure despite signs that the decline is beginning to stabilize. With affordability challenges, elevated mortgage rates, and existing home sales hovering near levels seen during the 2008-09 financial crisis, what does the outlook hold for builders, suppliers, and businesses tied to housing? Will improving trends in 2026 be enough to spark a meaningful recovery, or is the housing market facing a longer road ahead?

On June 15th, 2026, Steve Grzanich shares today's potential market drivers:

https://19-minutes.supercast.comGrain markets are heading into a critical stretch as farmers watch crop conditions, old crop inventory, fund selling, basis opportunities, and the upcoming June 30 USDA Acreage and Grain Stocks reports.In this Weekly Market Outlook for June 15-18, Chris Barron is joined by Brian Grete of Commstock Investments to break down what is driving corn, soybean, and wheat markets right now. They discuss the sharp selloff in grain prices, why funds have been liquidating long positions, how the market is viewing early crop conditions, and what farmers should be watching as pollination, soybean weather, and key USDA reports approach.They also cover old crop corn and soybean bushels still sitting on farms, whether basis should be locked in, why cost of carry matters, and how current events like the Iran conflict and oil prices could influence ag markets.Topics covered:Corn, soybean, and wheat market outlookJune 30 USDA Acreage and Grain Stocks reportsFund liquidation and money flow in grain marketsCrop conditions and summer weather riskOld crop inventory and basis strategyIran conflict, oil prices, and market fatigueWhy knowing your breakevens matters in 2026If you are still holding old crop bushels or trying to make new crop marketing decisions, this episode is a timely look at what could move grain markets over the next several weeks.

Was the recent pullback in gold and silver the long-awaited bottom, or merely a pause before further volatility? This week's market update examines the latest precious metals price action, mounting U.S. fiscal pressures, accelerating global money creation, and growing concerns surrounding equity valuations and the AI investment boom. Industry experts argue that central bank buying, tightening silver supply, and persistent inflation risks continue to support the long-term bullish case for bullion. Meanwhile, current prices may be presenting investors with a rare opportunity to accumulate precious metals at a discount. Before diving into this week's analysis, be sure to listen to last week's Gold & Silver Market Update for important context on the trends shaping today's market environment.

On June 12th, 2026, Steve Grzanich shares today's potential market drivers:

Richard Orrell, portfolio manager at RN Croft Financial Group, shares his outlook on Exchange-Traded Funds.

On June 11th, 2026, Steve Grzanich shares today's potential market drivers:

Stan Wong, portfolio manager at Scotia Wealth Management, shares his outlook on North American Large Caps & ETFs.

On June 10th, 2026, Steve Grzanich shares today's potential market drivers:

Kim Bolton, president and portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

Two forces appear to drive markets, as investors try to balance the risk from the ongoing Middle East conflict with the opportunity from AI. We look at how this divergence is playing out in economies, earnings growth and monetary policy, and outline how we have positioned our portfolios for this environment. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lauren Thys, Head Of Product & Marketing Content. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales, No: 01431068. Registered Office: 22 Bishopsgate, London, EC2N 4BQ.

On June 9th, 2026, Steve Grzanich shares today's potential market drivers:

Barry Schwartz, president & CIO at Baskin Wealth Management, shares his outlook on North American Large Cap Stocks.

Australia's housing market has remained remarkably resilient, but is the slowdown only just beginning? Host Mandy Drury speaks with CommBank Senior Economist Trent Saunders about the latest trends in the housing market and why sentiment is starting to weaken. They discuss softer auction clearance rates, longer selling times and how higher interest rates and recent housing tax reforms are weighing on buyer and investor confidence. They also explore why CommBank economists now expect house prices to remain broadly flat through 2026, what the changes to negative gearing and capital gains tax could mean for affordability and investment, and what could help stabilise the market as interest rates eventually begin to ease. Plus, CommBank’s Associate Economist Lucinda Jerogin shares the key focuses for markets in the week ahead. Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au. No Reliance This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes. This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast. The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made. Liability Disclaimer The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast. Usage of Artificial Intelligence To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence.See omnystudio.com/listener for privacy information.

On June 8th, 2026, Dave Schwan shares today's potential market drivers:

Mike Vinokur, portfolio manager & senior wealth advisor at Propellus Wealth Partners, iA Private Wealth, shares his outlook on North American Large Caps.

Corn and soybean markets have taken a sharp turn lower as fund selling, broken technical support, strong early crop conditions, and seasonal pressure weigh on prices. In this Weekly Market Outlook, Shay Foulk and Daniel Elsner discuss whether the May highs are behind us, what is driving the selloff, how corn and soybean acres could shape the next USDA reports, and why farmers need to stay one step ahead with their marketing plans.They also cover accumulator contracts, 2026 and 2027 opportunities, soybean crush margins, wheat pricing, and how producers should think about making sales after a major market drop.

This is a short executive briefing built for sourcing leaders at brands and suppliers who need a fast read on where the market stands right now.The core message from Inside Fashion's June coverage is that conditions feel less chaotic than they did earlier in the quarter, but the market has not actually become easy again. What has changed is the mindset. The industry is moving away from panic and toward a more disciplined operating posture.This Inside Fashion briefing will look at what is stabilizing, what is still creating pressure, how regional sourcing choices are shifting, and why ongoing intelligence matters more now than it did in a more predictable market.Visit A Seat at The Table's website at https://seat.fm

Any donation is greatly appreciated! 47e6GvjL4in5Zy5vVHMb9PQtGXQAcFvWSCQn2fuwDYZoZRk3oFjefr51WBNDGG9EjF1YDavg7pwGDFSAVWC5K42CBcLLv5U OR DONATE HERE: https://www.monerotalk.live/donate TODAY'S SHOW: Doug sits down with Joel Valenzuela to discuss the recently disclosed Zcash exploit and what it signals for the future of cryptocurrency security. Joel argues that advances in AI will make vulnerability discovery faster and more effective, forcing all crypto projects—including Monero—to rethink long-held security assumptions. The conversation examines how the Zcash team handled the exploit, the risks of hidden inflation bugs, and the unique challenges privacy-focused cryptocurrencies face when auditing supply and security. Doug and Joel also compare Monero and Zcash, discuss decentralized exchange infrastructure, privacy coin adoption, and the broader outlook for digital cash in an increasingly regulated and AI-driven world. TIMESTAMPS: (00:00:00) Intro, Sponsors & AI Security Concerns (00:04:37) Why the Zcash Exploit Matters (00:10:42) Could AI Find Similar Bugs in Monero? (00:19:08) Comparing Zcash and Litecoin's Inflation Bugs (00:25:35) Privacy Coin Security Tradeoffs (00:30:35) Thorchain's Security Culture & Recent Exploit (00:41:02) Why Monero Needs More Decentralized Exchanges (00:52:22) Dash's Shielded Pool Upgrade Explained (01:05:08) Living on Crypto & Lightning Network Experiences (01:17:41) Monero's Role in the Privacy Ecosystem (01:22:26) Full Chain Membership Proofs & Future Privacy Tech (01:33:52) Market Outlook for Monero, Zcash & Privacy Coins (01:40:26) Cypherpunk Week, Conferences & Community Updates (01:23:45) Final Thoughts & Outro GUEST LINKS: https://x.com/thedesertlynx Purchase Cafe & tip the farmers w/ XMR! https://gratuitas.org/ SPONSORS: Cakewallet.com, the first open-source Monero wallet for iOS. You can even exchange between XMR, BTC, LTC & more in the app! Monero.com by Cake Wallet - ONLY Monero wallet (https://monero.com/) StealthEX, an instant exchange. Go to (https://stealthex.io) to instantly exchange between Monero and 450 plus assets, w/o having to create an account or register & with no limits. WEBSITE: https://www.monerotopia.com CONTACT: monerotalk@protonmail.com ODYSEE: https://odysee.com/@MoneroTalk:8 TWITTER: https://twitter.com/monerotalk FACEBOOK: https://www.facebook.com/MoneroTalk HOST: https://twitter.com/douglastuman INSTAGRAM: https://www.instagram.com/monerotalk TELEGRAM: https://t.me/monerotopia MATRIX: https://matrix.to/#/%23monerotopia%3Amonero.social MASTODON: @Monerotalk@mastodon.social MONERO.TOWN: https://monero.town/u/monerotalkAny donation is greatly appreciated!Any donation is greatly appreciated!

On June 5th, 2026, Dave Schwan shares today's potential market drivers:

Brian Madden, chief investment officer at First Avenue Investment Counsel, shares his outlook on North American Equities.

On June 4th, 2026, Steve Grzanich shares today's potential market drivers:

Darren Sissons, partner and portfolio manager at Campbell, Lee & Ross Investment Management, shares his outlook on Global & Technology Stocks.

On June 3rd, 2026, Steve Grzanich shares today's potential market drivers:

David Burrows, chairman and CEO of Barometer Capital Management Inc, discusses his past stock picks and how they're doing in the market today.

On June 2nd, 2026, Steve Grzanich shares today's potential market drivers:

Joe Hegener, CIO and founder of Asterozoa Capital, shares his outlook on North American Equities.

On June 1st, 2026, Steve Grzanich shares today's potential market drivers:

Teal Linde, manager at Linde Equity Fund, shares his outlook on North American Stocks.

As June begins, corn and soybean markets are shifting from geopolitics and outside-market headlines back toward weather, planting progress, basis, and supply expectations. In this episode of The Ag View Pitch, Chris Barron visits with Jeff Fichtelman to break down what farmers should be watching during the June 1–5 marketing week.They discuss old crop corn basis, how much grain may still be in farmer hands, why strong basis opportunities do not always line up with flat price, and how farmers can think through basis-only contracts. Jeff also explains why managed money fund positions matter, how fund selling can pressure nearby futures, and why the market may be vulnerable if speculators continue liquidating long corn and soybean positions.The conversation also covers wet conditions and replant concerns in parts of the Eastern Corn Belt, late planting risk, USDA yield expectations, new crop corn and soybean sales, harvest delivery bushels, cost of carry, and why emotion often gets in the way of good grain marketing decisions.For farmers looking at 2026 crop sales, old crop movement, harvest basis, or whether to price more corn and soybeans before summer weather takes over, this episode gives a practical look at the decisions that matter right now.Topics covered: corn prices, soybean prices, grain marketing, old crop basis, new crop sales, fund selling, managed money, Eastern Corn Belt planting delays, harvest bushels, cost of carry, crop insurance planting window, and June market outlook.

On May 29th, 2026, Steve Grzanich shares today's potential market drivers:

Brianne Gardner, portfolio manager & senior wealth manager at Velocity Investment Partners, Raymond James, shares her outlook on North American Equities.

Slava Rubin was co-founder and CEO at indiegogo in addition to being co-founder at Vincent, co-founder at Nillion and co-founder and Managing Partner of Humbition, an early stage venture fund. He is also currently a member of the board of NYSE traded (WSO) Watsco Inc.

Summary: In this episode, we dive into macroeconomic insights from a strategist at JP Morgan, covering key market trends, the impact of geopolitical events, and actionable investment strategies for navigating today's complex economic landscape. Topics include the K-shaped economy, Federal Reserve rate outlooks, inflation, AI's role in markets, and international investment opportunities.Hashtags: market analysis, JP Morgan, macroeconomics, investment strategies, economic outlook, AI, inflation, Fed rates, international marketsChapters00:00Introduction and Personal Updates00:36Insights from the JP Morgan Investment Forum03:26Understanding the K-Shaped Economy05:07Market Structural Reasons for Growth07:09Headwinds Facing the Economy10:41The Impact of Consumer Sentiment13:37Federal Reserve Rate Predictions15:46Tailwinds and Future Economic Outlook17:32Economic Outlook and Employment Trends19:27Investment Opportunities in a Changing Market23:39The Debate on Market Concentration28:36International Investment Strategies33:46US Equities and AI's Impact42:11Market Vigilance and Future Considerations43:12Disclaimer For Podcast.mp3⁠https://retirementlifestyleshow.com/⁠⁠⁠ ⁠⁠⁠https://www.retirewithroshan.com⁠⁠⁠⁠⁠⁠https://www.youtube.com/@retirementlifestyleshow⁠⁠⁠ ⁠⁠⁠https://twitter.com/RoshanLoungani⁠⁠⁠ ⁠⁠⁠https://www.linkedin.com/in/roshanloungani⁠⁠⁠⁠⁠⁠https://www.facebook.com/retirewithroshan⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/adrian-nicholson-74b82b13b⁠⁠⁠  All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

On May 28th, 2026, Steve Grzanich shares today's potential market drivers:

Greg Newman, senior wealth advisor & portfolio manager at Newman Group, ScotiaMcLeod, shares his outlook on North American Equities.

Despite rising inflation, a new Fed chair, and intense geopolitical volatility in the Middle East, the S&P 500 has posted its second-longest winning streak in 23 years. The market continues to surge, driven by strong corporate earnings and the rapid integration of efficiency tools like AI, proving this economic landscape is vastly different than the dot-com bubble of the past.Looking ahead, the hosts break down the massive upcoming IPOs for SpaceX and OpenAI, while highlighting a generational shift in financial infrastructure. The tokenization of stocks and the advancement of the Clarity Act signal a major regulatory milestone that will legitimize digital assets and democratize trading for long-term investors.Key Topics DiscussedRecord-breaking S&P 500 winning streaks and current market ralliesGeopolitical conflict impacts on global oil prices and inflationWhy the AI boom differs significantly from the dot-com bustExpectations and lockup periods for the SpaceX and OpenAI IPOsThe tokenization of stocks and 24-hour trading democratizationThe Clarity Act and the future of cryptocurrency regulationThe Road to Housing Act and institutional single-family home bansKey TakeawaysStock market resilience is currently driven by strong corporate earnings and positive forward guidance, overpowering short-term geopolitical noise.Artificial Intelligence is not a synthetic product but an efficiency tool, meaning current market investments are backed by highly capitalized, established infrastructure.Retail investors should approach the highly anticipated SpaceX IPO with caution, as early post-launch volatility and lockup expirations often lead to major price corrections.The tokenization of stocks and the progression of the Clarity Act will likely provide the regulatory oversight needed to usher in a new era of trust and transparency for digital assets.New homebuilders are offering aggressive incentives and rate buy-downs, making new construction more advantageous than older properties in the current high-rate housing market.Connect & Take Action:Wealth Intelligence Brief: Text "WIB" to 844-447-1555 to get Matty's free macro data, real estate intel, and crypto signals delivered to your inbox 3 times a week.Imagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

HELP US IMPROVE THE PODCAST - TAKE THIS 3 MIN SURVEY:https://forms.gle/fRTV2YiJqncKVpFh7WEBINAR LINK:https://shawnmoore.clickfunnels.com/optiniyvvg89sWant to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7FOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreCONTACT US:support@vodyssey.comSOURCES:1) https://www.rentalscaleup.com/airbnb-ai-strategy-2026-summer-release/2) https://techcrunch.com/2026/05/20/airbnb-gets-into-hotels-expands-ai-for-host-onboarding-and-customer-support/3) https://thenextweb.com/news/airbnb-is-adding-hotels-car-rentals-and-luggage-storage-as-it-evolves-from-a-home-sharing-app-into-a-full-travel-platformPROPERTIES:https://www.airbnb.com/rooms/1632746088889966533?unique_share_id=2a1aa537-4be3-432b-a4f6-170610a889a8&viralityEntryPoint=1&s=76&source_impression_id=p3_1779824102_P3NeOUcAUTZ5ElWcChapters00:00:00 Intro00:00:29 Recap of Airbnb's Summer Update and Focus on AI00:01:25 AI Listing Creation and Personalization in Airbnb00:03:02 The Role of AI in Differentiating Professional Hosts00:04:23 Changes in Review Processes and Guest Experience00:06:01 Airbnb Leveling the Playing Field for Mom-and-Pop Hosts00:07:11 The Commoditization of Listings and Differentiation Strategies00:08:37 Airbnb's Focus on Experience Over Price00:09:59 Impact of AI on Property Differentiation and Reviews00:11:25 The Future of Reviews and Guest Feedback00:12:24 Market Positioning and the Bell Curve of Property Quality00:14:23 Expansion of Airbnb to Hotels and Experiences00:15:44 Supply and Entry Barriers in the Market00:16:51 Competitive Dynamics with Hotels and Boutique Properties00:17:23 The Validation Age and Risks of AI Reliance00:19:43 The Importance of Data Validation and Critical Analysis00:21:57 Challenges of AI Hallucinations and Misinformation00:23:37 The Impact of Rising Costs on Furniture and Supplies00:36:39 Rising Raw Material and Fuel Costs in Furniture Industry00:41:00 Effects of Fuel Prices on Freight and Delivery Delays00:43:48 The New Normal: Higher Costs and Market Adaptation00:45:52 Market Outlook and Strategic Adjustments00:47:12 Celebrating Success Stories and Peak Season Preparation00:48:31 The Importance of Realistic Expectations and Numbers00:50:42 Balancing Emotional and Logical Marketing Strategies00:53:07 The Role of Hard Work and Validation in Success00:55:04 Final Thoughts and Call to Action

In this episode of Investments Unplugged, host Kevin Headland is joined by Alex Richard, Senior Portfolio Manager, Multi-Asset Solutions, to discuss Manulife's newly launched “all-in-one” ETF strategies—against a backdrop where portfolio diversification has reclaimed attention, following a period in which many investors were tempted to chase equity returns. Kevin and Alex describe what makes these portfolios different from traditional “set-it-and-forget-it” asset-allocation ETFs, including: An active, flexible allocation process grounded in regularly updated capital market assumptions; Broader, deeper underlying portfolio diversification (including alternative investments) than many ETFs offer; A robust strategy implementation toolkit that can include select third-party ETFs and futures contracts.  They also share their views on portfolio positioning across equities and fixed income in today's market environment, as well as what role diversifying exposures (like global infrastructure and global credit) can play in a long-term investment strategy.     Key topics & insights 1. Why defense and diversification are back in focus After an extended run of strong equity performance, it's tempting for many investors to de-emphasize portfolio defense and to overemphasize return-chasing. The episode reinforces the notion of strategic diversification being essential to long-term portfolio outcomes, especially amid bouts of macro and market volatility. 2. What are Manulife's new “all-in-one” ETF portfolios? There are three different ETF strategies, each designed to fit a distinct investor risk profile—Manulife Conservative ETF Portfolio, Manulife Balanced ETF Portfolio, and Manulife Growth ETF Portfolio. The target equity/fixed-income portfolio allocations are roughly 60% bonds/40% stocks (conservative), 60% stocks/40% bonds (balanced), and 80% stocks/20% bonds (growth). However, these strategies are designed to go beyond simple equity/fixed-income splits by diversifying across global regions, market caps, investment styles, and degrees of active management. 3. Active at the core, built to adapt, TCR-ready Rather than managing the portfolios to static portfolio targets, the team can deviate from baseline equity/fixed-income allocations and adjust underlying exposures as market conditions warrant. Portfolio decisions are informed by a capital markets assumptions process, conducted quarterly, that covers expected levels of investment risk/return/correlation across 100+ asset classes. “Total-cost reporting (TCR) ready” is positioned as a relevant feature for Canadian advisors and investors focused on total-cost reporting. 4. Broader, deeper portfolio diversification Depending on the particular portfolio, the team can access close to (or upwards of) ~15 asset classes, including alternatives—for stepped-up portfolio diversification versus what many competing ETFs can offer. This broader mandate and flexibility allows for both “offensive” (return-seeking) and “defensive” (risk-managing) portfolio allocations, designed to pursue more consistent investor outcomes over time. 5. Implementation: Manulife ETFs + third-party ETFs + futures The portfolios are not limited to investing only in Manulife ETFs; third-party ETFs may also be used to gain portfolio exposures not available on Manulife's platform. Examples of such “off-platform” portfolio exposures include global listed infrastructure, dedicated high-yield bonds, and emerging-market debt. In addition, where appropriate, the strategies may leverage futures contracts as a means of efficiently adjusting portfolio exposures. 6. Market views and portfolio positioning themes Looking ahead, the discussion highlighted a potentially compressed range of expected market outcomes across core fixed-income and core equity portfolio buckets. In fixed income, investors might favor shorter-duration exposures (less interest-rate risk) and global bonds (outside North America) for potentially more attractive yield opportunities. Judiciously taking some credit risk may make sense in cases where investors are likely to be adequately compensated, such as select high-yield and emerging-market debt. ·   Actionable takeaways for Canadian investors Reassess how diversified your portfolio really is: A portfolio might appear to be more diversified than it really is (with a mix of stocks and bonds); consider additional layers of global and asset-class diversification. Don't assume “conservative” means all bonds: Understand the portfolio's actual target allocations and how much flexibility the manager may have to adjust or move around those allocations as needed when markets shift. In uncertain markets, prioritize portfolio resilience: Long-term investors may be well served by a resilient, diversified portfolio strategy focused on generating attractive risk-adjusted returns while managing volatility and downside risks. Consider the role of diversifiers beyond traditional stocks/bonds: If suitable for your risk profile, non-traditional asset exposures like global infrastructure and select credit sleeves may help provide enhanced portfolio diversification. Pay attention to duration risk in fixed income: If interest-rate volatility remains a concern, shorter-duration fixed-income positioning may better align with capital preservation goals than longer-duration bonds.   Links & Resources Listen to the episode:Investments Unplugged Podcast Learn more about Manulife Investments:Manulife IM Canada Share & Subscribe If you enjoyed this episode, please share it with your network and subscribe for future insights on markets, investing, and portfolio strategy.

On May 27th, 2026, Steve Grzanich shares today's potential market drivers:

On May 26th, 2026, Steve Grzanich shares today's potential market drivers:

This week on The Ag View Pitch, we break down the key grain market factors farmers need to watch heading into the end of May and early June. With planting mostly wrapped up, the focus shifts to corn and soybean crop conditions, weather forecasts, old crop decisions, new crop pricing opportunities, basis, inflation, fertilizer costs, crude oil, and ongoing volatility tied to Iran and global headlines.Joe Vaclavik joins the conversation to discuss why the next few weeks matter for corn and soybean marketing, especially for old crop bushels and new crop bushels without storage. We also talk through seasonal market tendencies, why mid-June is an important decision window, how basis differs across regions, and why having target orders working may help producers stay disciplined during a busy spraying and side-dressing season.For farmers trying to manage risk, protect margins, and make better grain marketing decisions, this episode focuses on practical takeaways for the 2026 crop year.Topics include corn markets, soybean markets, wheat influence, grain basis, old crop corn, new crop corn, fertilizer costs, inflation, crude oil volatility, weather outlooks, crop conditions, and farm marketing strategy.

Industrial Advisors Podcast Live at IAMC: Dallas Bulk Demand, Spec Development, Shallow Bay Challenges, and Power Constraints Live from the IAMC forum in Little Rock, the Industrial Advisors podcast hosts interview Chloe Garside of the Sansone Group about her move to Dallas as a development partner and what she's seeing in industrial real estate. She describes accelerating bulk demand nationally and in Dallas, noting Sansone has six million-square-foot spec buildings under construction or existing, with four already in lease talks, contributing to pushback toward build-to-suit for bulk due to limited availability. In Dallas, rent premiums favor bulk over sub-300,000-square-foot product, and she prefers 300,000–600,000-square-foot cross-dock specs, with 900,000–1.2 million as the big-box range. The group discusses shallow-bay/flex demand but high costs and infill site challenges, plus rising competition for land and power as data centers drive pricing expectations and utility delays, making power a daily tenant concern and prompting bridge solutions like alternative generation. 0:00 Intro and Chloe Garside's Career Journey 3:30 The State of the Dallas Industrial Market 6:45 Trends in Bulk Speculative Development 10:15 The Challenge of Shallow Bay and Flex Space 13:45 Data Centers and the Competition for Power 17:30 Creative Power Solutions and Market Outlook

On May 22nd, 2026, Steve Grzanich shares today's potential market drivers:

On May 21st, 2026, Steve Grzanich shares today's potential market drivers:

00:00 Welcome to Boys' Club Live 00:34 Summer Vibes and Weekend Plans 02:16 Touch Grass and Backyard Hole 04:36 Show Preview and Sponsor Polygon 06:37 Meeting a Crypto Macro Trader 09:52 Peptides Stack and Reta Results 20:38 Sam Altman GLP Overdose Story 23:33 Everlane Sells to Shein 33:30 Sponsor Vercel Plug 35:55 Waymo Backlash in Nashville 38:23 Kids Riding Waymo Debate 39:35 Waymo for Rural Safety 42:15 Murdoch Buys New York Mag 46:44 Girls Building Cyberdecks 50:21 Meet Tok-Edge Founder Raees Chowdhury  51:23 Why a Regulated Crypto Fund 54:37 Redemption Token Explained 58:16 TradFi DeFi Tradeoffs 01:03:07 Who Wants This Product 01:09:48 Market Outlook and Wrap

This week on The Ag View Pitch, Chris talks with Brian Splitt of AgMarket.Net about the key grain market factors producers should be watching for the week of May 18–22. They cover planting progress, the market reaction after the China trade summit, fund selling, USDA corn and soybean balance sheets, soybean crush margins, crude oil and fertilizer pressure, and the major technical price levels now in play for corn, soybeans, and wheat. Brian also explains why old crop bushels, new crop pricing, target orders, and downside protection may need extra attention as markets sit near important support levels heading into the second half of May.