Dashboard Investments Portfolio Insight Fund Compare Viewpoints Resources About us Non-U.S. investors LOG IN Portfolio Intelligence podcast: what P/E ratios are saying about stocks November 22, 2021 Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join the podcast to address valuation worries and why overall market price-to-earnings (P/E) ratios have been steady due to strong earnings growth. The strategists also discuss what retail sales, jobs reports, and other indicators are saying about the health of the U.S. economy. Finally, they weigh in on what higher inflation means for investors and their outlook for lingering supply chain disruptions. "We are seeing a shift from goods consumption, which has been the primary driver of growth since the pandemic, over to services as the reopening has continued to accelerate."—Emily R. Roland, CIMA, Co-Chief Investment Strategist at John Hancock Investment Management About the Portfolio Intelligence podcast The Portfolio Intelligence podcast features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across John Hancock’s multimanager network. Hosted by John Bryson, head of investment consulting at John Hancock Investment Management, the dynamic discussion explores ideas advisors can use today to build their business while helping their clients pursue better investment outcomes. Read the transcript Important disclosures John P. Bryson Head of Investment Consulting John Hancock Investment Management Read bio Share Topic Podcast Tags Equities Inflation Bull market Global economy Related investments JSGIX Class I U.S. Growth Fund Wellington Management Large Growth NAV $28.55 CHG $-0.37 -1.30% as of 12/1/2021 View fund See more investments Explore the latest thinking from our network Sign up to get market insight and analysis delivered straight to your inbox. 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