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Disciplined Value Fund quarterly update

April 2018 | Conference Call Replay

David J. Pyle, CFA, portfolio manager at Boston Partners, shared his latest thoughts on John Hancock Disciplined Value Fund and the broader market environment.

Global Market Outlook

April 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.

A closer look at John Hancock Value Equity Fund

March 2018 | Video

VIDEO: John Hancock Value Equity Fund seeks to identify undervalued companies that offer a higher dividend yield than the broad U.S. equity market. Portfolio Manager Mark Giambrone outlines his investment philosophy and why he believes the fund’s approach to value stock investing offers benchmark-beating potential over time.

Value perspective: the underappreciated opportunity in Sallie Mae

March 2018 | Video

VIDEO: Portfolio Manager Mark Giambrone describes how the stock of Sallie Mae exemplifies his value investment philosophy. Given the long-term prospects of this company’s market-leading franchise and the credit features particular to student-lending stocks, Mark offers an estimate of Sallie Mae’s stock performance potential.

Value equity update: unique opportunities, unique concerns

March 2018 | Video

VIDEO: In the wake of recent volatility, value opportunities have proliferated in select areas of the U.S. equity market, according to Mark Giambrone, portfolio manager of John Hancock Value Equity Fund. Mark contrasts areas where the markets appear to him to be overvalued—among the so-called FAANG and RUST stocks—with areas that he believes offer more compelling opportunities for investors.

Don’t lose sleep over tariffs and trade wars

March 2018 | Video

VIDEO: The recent push by the White House to levy punitive tariffs on global trading partners—as well as the talk of starting a trade war by President Trump—is unlikely to derail the U.S. economy, according to Emory W. (Sandy) Sanders, Jr., CFA, senior portfolio manager of John Hancock Fundamental Large Cap Core Fund. In the big picture of economic conditions today, Sandy believes that a strong U.S. consumer, a rising housing market, and a robust financial system should far outweigh any negative impact from tariffs and trade tensions.

General Electric: a contrarian view

March 2018 | Video

VIDEO: There has been a steady drumbeat of negative news on General Electric, but investors who’ve soured on the stock may be missing the forest for the trees. Despite the unfavorable coverage and Wall Street analyst downgrades, it would be a mistake to run from this stock, according to Emory W. (Sandy) Sanders, Jr., CFA, senior portfolio manager of John Hancock Fundamental Large Cap Core Fund. In this video, Sandy discusses his view of this resilient Fortune 500 conglomerate and why he thinks its core businesses will power its eventual recovery.

Taking a disciplined, bottom-up approach to international equities

February 2018 | Video

VIDEO: Boston Partners’ Portfolio Manager Christopher K. Hart, CFA, describes how he and the team at John Hancock Disciplined Value International Fund seek to build an international equity portfolio that exhibits strong business fundamentals, positive business momentum, and attractive relative valuations. Each element of Boston Partners’ three-circles approach to investing is critical to the team’s bottom-up security selection and to the firm’s emphasis on consistency of stock portfolio construction.

A flexible approach to international equities, from large to small

February 2018 | Video

VIDEO: The ability to invest across the market capitalization spectrum, from small to mid to large caps, creates a broad opportunity set for an international equity portfolio manager. Boston Partners’ Portfolio Manager Christopher K. Hart, CFA, explains how he and his colleagues at John Hancock Disciplined Value International Fund employ a uniquely flexible approach to identifying bottom-up equity opportunities—one that can result in the fund varying its market cap exposure to fit different market environments. Chris also discusses how this market cap flexibility fits into Boston Partners’ three-circles approach to equity investing.

Growth stocks’ outperformance versus value may be on verge of ending

February 2018 | Video

VIDEO: International growth stocks and momentum strategies have enjoyed a long run of outperformance in recent years, but that trend may soon run its course, says Boston Partners Portfolio Manager Christopher K. Hart, CFA. Eventually, international stocks’ value characteristics are likely to regain favor as investors pay closer attention to equity valuations, earnings growth, and economic fundamentals. Chris and his colleagues at Boston Partners manage John Hancock Disciplined Value International Fund.

European banks are still burdened by bad debt, despite economic gains

February 2018 | Video

VIDEO: Despite Europe’s economic recovery, the balance sheets of the Continent’s banks remain shaky relative to those of U.S. banks, says Boston Partners’ Portfolio Manager Christopher K. Hart, CFA. Chris and his colleagues at Boston Partners manage John Hancock Disciplined Value International Fund. The team doesn’t expect to see attractive opportunities in European banks broadly until the institutions deal with the bad debt on their balance sheets.

Europe’s equity rally may be showing its age

February 2018 | Video

VIDEO: The potential for further equity market outperformance in Europe and the United Kingdom appears to be waning, now that those markets have responded positively to resurgent earnings growth and fundamental economic improvement, says Boston Partners’ Portfolio Manager Christopher K. Hart, CFA. With less potential upside in those markets, Japanese equities and emerging-market stocks appear to present a larger number of attractive opportunities for bottom-up stock selection. Chris and his colleagues at Boston Partners manage John Hancock Disciplined Value International Fund.

Late-cycle investing in financial service stocks

February 2018 | Video

VIDEO: As the bull market in credit, equity, and other risky assets continues to mature, Wellington Management Global Industry Analyst Andrew R. Heiskell explains the investment characteristics he’s pursuing at this advanced stage of the economic cycle. A seasoned long/short financials sector specialist, Andy and his colleagues at Wellington manage John Hancock Seaport Fund, a hedge fund approach employing long/short equity strategies that combine the insight and expertise of five distinct investment teams within a single portfolio.

Tech’s disruption of financial services’ status quo—the time has come

February 2018 | Video

VIDEO: As technological innovation continues to alter countless aspects of our everyday lives, Wellington Management Global Industry Analyst Andrew R. Heiskell explains how the fintech revolution has changed the way he evaluates stocks of financial services companies today. A seasoned long/short financials sector specialist, Andy and his colleagues at Wellington manage John Hancock Seaport Fund, a hedge fund approach employing long/short equity strategies that combine the insight and expertise of five distinct investment teams within a single portfolio.

Blockchain technology—a solution in search of a problem?

January 2018 | Video

VIDEO: With bitcoin capturing headlines as its volatile price swings up and down, Wellington Management Global Industry Analyst Andrew R. Heiskell opines on banks, blockchain, cryptocurrencies, and what might be next for the companies in the financial services sector. A seasoned long/short sector specialist, Andy and his colleagues at Wellington manage John Hancock Seaport Fund, a hedge fund approach employing long/short equity strategies that combine the insight and expertise of five distinct investment teams within a single portfolio.

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