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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.

Market Intelligence | The latest thinking from our asset management network

April 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.

Can history teach us anything about today’s trade tensions?

April 2018 | Video

VIDEO: The Great Depression’s Smoot-Hawley tariffs and the history of empires rising and falling are instructive for anyone wishing to better understand today’s rising trade tensions, says Megan E. Greene, chief economist with John Hancock Asset Management. Megan examines the lessons that may be drawn from history as the U.S. and China engage in retaliatory threats that are triggering financial market volatility and could envelop the world’s great economic powers in a trade war.

The risks of using tariffs to rein in America’s current account deficit

April 2018 | Video

VIDEO: Attempts to reduce or reverse the United States’ current account deficit by imposing trade tariffs could create unnecessary risks and do more harm than good to the broader economy, says Megan E. Greene, chief economist with John Hancock Asset Management. Megan examines the domestic policies that drive America’s current account deficit—independent of trade—and discusses why any approach that alleges unfairness on the part of U.S. trading partners may be misdirected. What’s more, it’s unclear whether an account deficit should be considered a sign of economic weakness, she says.

Trade tensions rising—where we go from here

April 2018 | Video

VIDEO: As the U.S. and China ratchet up plans to impose tariffs, market volatility has skyrocketed. Megan E. Greene, chief economist with John Hancock Asset Management, puts the trade tensions in context and explains where the world’s two largest economies are likely to go from here. She outlines retaliatory options that China could eventually consider if the dispute escalates, including devaluing its currency and trimming its purchases of U.S. Treasury bonds—moves that could have negative implications for the broader economy and the U.S. government’s fiscal health.

Equity long/short as a core allocation

March 2018 | 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.

Volatility spikes, but earnings steam ahead

February 2018 | Video

VIDEO: Although the market pullback of recent days may feel severe, it is not out of the ordinary for intrayear market declines. The largest peak-to-trough decline in 2017 was only 3%—an unusually mild drawdown that was well below the long-term average intrayear market decline of roughly 10%. With a 2018 outlook for double-digit earnings growth driven by rising corporate revenues rather than expense cuts and share buybacks, attractive investment opportunities may not be hard to find in the near term.

Why investors need to think harder about the risk/return trade-off now

January 2018 | Video

VIDEO: Standard Life Investments’ Multi-Asset Investment Specialist Daniel Mottram discusses how to think about the risk/return trade-off as an extended market cycle continues to mature. Investors will have to think harder about how they try to generate returns and control risks within their portfolios. If relatively low interest rates, low inflation, and low aggregate demand continue to weigh on the global economy’s longer-term growth prospects, see why relative value positions and directional currency strategies may provide a measure of relief, even in an era of lower expected returns across global credit and equity markets.

Why risk management grows more crucial as investors retire

June 2017 | PDF

As a portfolio transitions from the accumulation phase to the distribution phase, the magnitude and timing of market volatility matter much more. Keith H. Van Etten of Van Etten Consulting explains why risk management becomes indispensable as retirement approaches.

Why alternative investments may matter more than ever before

May 2017 | PDF

If the essence of investing resides in risk management, then maintaining a meaningful allocation to alternatives makes sense—especially now. Head of Investments Leo M. Zerilli, CIMA, explains why.

As market volatility rises, asset returns fall—but not all

November 2016 | PDF

Correlations have been unstable and trending higher in recent years, reducing the effectiveness of conventional asset allocation. What can investors do? One answer lies outside traditional investment territory, says Keith H. Van Etten, CAIA, CFP, CIMA, founder of Van Etten Consulting.

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.

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.

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