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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.

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.

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.

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.

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.