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Market Intelligence | The latest thinking from our asset management network

January 2017 | PDF

As a manager of managers, John Hancock Investments is uniquely positioned to harness the outlook from our vast network of asset managers and investment partners. Our dedicated in-house investment research team collects, sorts, and evaluates those views and presents them on a quarterly basis in the form of timely investment ideas you can share with your clients.

Reports of the death of active management are greatly exaggerated

November 2016 | Video

VIDEO: Flows across asset classes in 2016 have been skewed toward passive investments. Three veteran portfolio managers discuss the benefits of an active approach in markets like today’s, where opportunities are less apparent.

What’s making today’s currency markets so unpredictable?

November 2016 | Video

VIDEO: Extreme monetary policies have added to the uncertainty in today’s currency markets, says Wellington Management’s John A. Boselli, CFA, manager of John Hancock International Growth Fund.

With low bond yields and high equity valuations, where are the best opportunities today?

November 2016 | Video

VIDEO: Three veteran portfolio managers offer their views on where they’re finding investment opportunities across asset classes.

Global Market Outlook

October 2016 | 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.

Politics and your portfolio: how the election could sway markets

October 2016 | Video

VIDEO: With the November election rapidly approaching, investors are wondering about the financial implications of a Clinton or Trump presidency. We asked three veteran portfolio managers to weigh in.

Equity long/short as a core allocation

September 2016 | PDF

Long/short strategies are likely to become a more integral part of the average investor’s mainstream equity allocation and less of an esoteric outlier. Keith H. Van Etten, CAIA, CFP, CIMA, founder of Van Etten Consulting, explains why.

The long/short equity styles of four proven hedge fund teams

June 2016 | Video

VIDEO: Long/short, or hedged, equity approaches can offer investors the opportunity to lessen the price volatility of a stock portfolio while still participating in rising markets. Jason A. Horowitz, investment director at Wellington Management, the firm managing John Hancock Seaport Fund, highlights the four distinct hedged equity strategies embedded in the fund.

From niche to mainstream: how ESG principles are reshaping investing today

June 2016 | PDF

Head of Investments Leo M. Zerilli, CIMA, discusses the evolution of ESG investing and debunks three myths about the increasingly popular practice.

The impact of advocacy on ESG investing

June 2016 | PDF

Trillium Asset Management’s CEO and Portfolio Manager Matthew W. Patsky, CFA, discusses the importance of shareholder advocacy and its positive impact on corporate practices and performance.

Managing market exposure and macroeconomic risks with short selling

May 2016 | Video

VIDEO: Long/short equity approaches can offer investors the opportunity to lessen portfolio volatility while still participating in up markets. Jason A. Horowitz, investment director at Wellington Management, the firm managing John Hancock Seaport Fund, explains the rationale for shorting.

Europe and Japan among today’s most promising equity markets

April 2016 | Video

VIDEO: Investment Director Tammas A. McVie of Standard Life Investments (SLI) makes the case for equity markets in Europe and Japan right now. Tam’s Scotland-based colleagues on SLI’s multi-asset investing team manage John Hancock Global Absolute Return Strategies Fund.

Rigorous process tests each investment thesis perpetually

April 2016 | Video

VIDEO: Investment Director Tammas A. McVie of Standard Life Investments explains how the rationale for each position in John Hancock Global Absolute Return Strategies Fund must be reaffirmed repeatedly to merit its continued place in the portfolio.

Seeking steady absolute returns with below-market volatility

April 2016 | Video

VIDEO: We can invest anywhere in the world, across different asset classes and types of market instruments, says Investment Director Tammas A. McVie of Standard Life Investments (SLI). Tam’s colleagues on SLI’s multi-asset investing team manage John Hancock Global Absolute Return Strategies Fund, and he describes the essence of their risk-controlled mandate here.

Could helicopter money from the ECB finally boost demand?

March 2016 | Video

VIDEO: With persistently low growth across the Continent, the European Central Bank is looking to new extremes to boost demand, including paying banks to start lending. John Hancock Asset Management’s Chief Economist Megan E. Greene takes a closer look at the plan’s chances for success.

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