Sign up to receive email when new content is added to Insights & Commentary. Already subscribed? Manage your subscriptions here.
Market Intelligence
Sort 29 Results: Most Popular | Most Recent | A-Z

A closer look at John Hancock Strategic Income Opportunities Fund

February 2018 | Video

VIDEO: Risk management is crucial, especially in today’s bond market. Senior Portfolio Manager Daniel S. Janis III describes how he and the team navigate the four distinct risks in fixed income to build a more all-weather portfolio.

Bond market turbulence: putting the recent volatility in context

February 2018 | Video

VIDEO: Long-term yields have climbed steadily since the passage of tax reform in December 2017, and are up sharply in recent days. Daniel S. Janis III, senior portfolio manager for John Hancock Strategic Income Opportunities Fund, takes a closer look at what’s been driving that volatility and what may be in store for fixed-income investors over the near term.

Global Market Outlook

January 2018 | PDF

John Hancock Asset Management's Chief Economist Megan E. Greene and Co-Head of Global Asset Allocation Robert M. Boyda share their views on the global economy and the opportunities ahead. Bob and his asset allocation colleagues manage our three suites of target-date funds for retirement investors.

Expect heightened bond market volatility ahead

January 2018 | Video

VIDEO: Reports that China may soon consider paring back U.S. Treasury purchases sparked a flash of volatility in longer-dated bonds. Charles C. Tomes, senior investment analyst for John Hancock Asset Management’s global multi-sector fixed-income team, takes a closer look at the implications for fixed-income investors and discusses how his team is preparing to weather any future market turbulence.

Market Intelligence | The latest thinking from our asset management network

January 2018 | PDF

Our multimanager approach to investing provides us with a unique advantage: the ability to leverage the very best market insight from our diverse asset management network. Our dedicated in-house research team analyzes and evaluates those views to develop our outlook for a range of asset classes. The result is Market Intelligence, an award-winning review of the investment landscape—and now an interactive app for your iPad.

A new Fed chair? Weighing the options for a change in leadership

September 2017 | Video

VIDEO: Senior Portfolio Manager Howard C. Greene, CFA, takes a closer look at what a possible Janet Yellen retirement could mean for the bond markets.

A nimble approach to today’s bond markets

September 2017 | Video

VIDEO: Senior Portfolio Manager Howard C. Greene, CFA, discusses the philosophy and process behind John Hancock Bond Fund.

Debt or equity? In emerging economies, it’s been a tale of two markets

September 2017 | PDF

When it comes to emerging markets, many investors think of the space as a high-risk, high-return asset class. But there are important differences between debt and equities, and the former need not be reserved for the adventurous of heart. Stone Harbor Investment Partners' James E. Craige, CFA, takes a closer look.

Flexible is the new core: fixed-income investing for the next 30 years

September 2017 | PDF

After an epic bull market for core bonds, investors have been rethinking their fixed-income allocations going forward—and for good reason. This paper explores how more flexible mandates can harness those drivers of bond performance that aren’t dependent on changes in interest rates to generate returns.

Avoiding another taper tantrum: why a cautious stance on agency MBS may be warranted

June 2017 | PDF

The U.S. Federal Reserve is the single largest buyer of agency mortgage-backed securities in the market today. We take a closer look at what could happen when that trend changes course.

The credit cycle still has room to run

March 2017 | PDF

There’s no denying that the current credit cycle has outlasted the duration of a typical bull market. However, credit cycles don’t simply die of old age, argues Michael C. Buchanan, CFA, portfolio manager and head of credit at Western Asset Management Company.

Advisor Insight: Fiduciary prudence in rising interest rates

January 2017 | PDF

Retirement plan sponsors face a unique challenge as interest rates continue to rise. In this commentary, C. Frederick Reish, Esq., of Drinker Biddle & Reath LLP, discusses the fiduciary implications of switching to bond portfolios that may be less susceptible to losses due to rising rates.

ESG investing: a better way to know your borrowers

December 2016 | PDF

The remarkable growth of environmental, social, and governance (ESG) investing in recent years has been driven in no small part by investors’ desire to better align their portfolios with their personal values. But ESG investing is far more than a values-oriented investment style. Jeffrey Glenn, CFA, co-head of portfolio management at Breckinridge Capital Advisors, shows how ESG investing actually represents a more holistic approach to traditional credit analysis.

Finding the best income opportunities in a challenging market

November 2016 | Video

VIDEO: There are ample opportunities for active bond managers despite the challenges of today’s interest rate environment, says Daniel S. Janis III, senior portfolio manager at John Hancock Asset Management. See which segments hold the most promise.

Opportunities in high yield and emerging markets require a selective approach

November 2016 | Video

VIDEO: High yield and emerging markets have posted solid gains in 2016. Daniel S. Janis III, senior portfolio manager at John Hancock Asset Management, examines what’s needed to sustain those rallies.