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How we rank companies

June 2018 | Video

VIDEO: John A. Boselli, CFA, portfolio manager of John Hancock U.S. Growth Fund, discusses a key aspect of the fund’s investment research process: interviews with company management. Applying a consistent structure to these meetings and their evaluation, John and his team rank what they take to be the top 200 management teams and investment opportunities in the United States.

Mapping the global economic cycle

June 2018 | Video

VIDEO: John A. Boselli, CFA, portfolio manager of John Hancock U.S. Growth Fund, discusses the global cycle index, a proprietary research tool developed at Wellington Management. As John explains, the global cycle index aggregates and analyzes a variety of macroeconomic indicators in order to track investors’ risk appetite and guide sector allocation decisions.

John Hancock Small Cap Core Fund

June 2018 | Video

VIDEO: Bill Talbot, CFA, senior portfolio manager of John Hancock Small Cap Core Fund, provides an overview of the fund’s investment philosophy and process.

John Hancock Strategic Income Opportunities Fund: positioning for a volatile rate environment

June 2018 | Video

VIDEO: With interest rates experiencing heightened volatility, but credit sectors appearing somewhat stretched, where can fixed-income investors find value? Daniel S. Janis III, senior portfolio manager at John Hancock Asset Management, gives an update on how the team has been positioning John Hancock Strategic Income Opportunities Fund for today’s markets.

Italy may face challenges, but crisis seems unlikely

June 2018 | Video

VIDEO: Global bond markets experienced heightened volatility after Italy’s recent step toward populism, but are fears of a European meltdown overblown? Daniel S. Janis III, senior portfolio manager at John Hancock Asset Management, offers his take on the recent market turbulence.

Is the bull market over?

June 2018 | Video

VIDEO: Wondering whether the bull market may be approaching its natural end? Bill Talbot, CFA, portfolio manager of John Hancock Small Cap Core Fund, offers his view on the sustainability of the market’s long advance. With a focus on estimated upside potential for John Hancock Small Cap Core Fund’s portfolio holdings, and judging from the relative plenitude of attractive investment ideas in the small-cap market today, Bill and his team conclude that the current cycle may be far from over.

John Hancock Strategic Income Opportunities Fund performance update

June 2018 | Video

VIDEO: With interest rates and credit markets experiencing heightened volatility in 2018, fixed-income investors have been facing new challenges. Daniel S. Janis III, senior portfolio manager at John Hancock Asset Management, breaks down the factors that have been moving markets, as well as the recent positioning and performance of John Hancock Strategic Income Opportunities Fund.

How we aim for smooth, positive returns—throughout the market cycle

May 2018 | Video

VIDEO: Combining a variety of positions across the world’s financial markets—including equity, credit, currency, interest rates, volatility, and inflation—John Hancock Global Absolute Return Strategies Fund pursues positive returns through a diversified, risk-managed collection of uncorrelated investments, including directional and relative value strategies. Adam C. Rudd, CFA, of the multi-asset fund management team at Standard Life Investments outlines the guiding philosophy that informs the investment process he and his colleagues implement each day.

The Fed’s balance sheet represents an underappreciated risk right now

May 2018 | Video

VIDEO: It’s not the market risks the consensus fears that matter most—rather, it’s the underappreciated or unforeseen developments that tend to do the most damage to investor portfolios. Adam C. Rudd, CFA, investment director at Standard Life Investments, manager of John Hancock Global Absolute Return Strategies Fund, shares his latest thoughts on the still-bloated balance sheet of the U.S. Federal Reserve (Fed)—and what such an outsize outstanding monetary base really represents in a regime of rising front-end policy rates.

Multi-asset opportunities have emerged across developing economies

May 2018 | Video

VIDEO: Opportunities in currencies, debt, and equities of emerging economies have resurfaced following a multi-year bear market in these assets. Adam C. Rudd, CFA, investment director at Standard Life Investments, walks through the mechanics of the team’s latest multi-asset approach to these markets. In the process, he identifies the most attractive pocket of government bond duration the world has to offer today.

U.S. equity outlook—see our case for long large caps, short small caps

May 2018 | Video

VIDEO: Valuations for U.S. small-cap stocks are too high compared with their large-cap counterparts, says Adam C. Rudd, CFA, investment director at Standard Life Investments. He walks through the team’s U.S. equity relative value strategy of obtaining long exposure to large caps and shorting small caps, which are more vulnerable to the wage growth, inflation, and interest-rate pressures that tend to mount as the business cycle matures.

As bond market risks mount, upside potential diminishes

May 2018 | Video

VIDEO: This year’s spike in market volatility hasn’t been limited to stocks: Bonds, too, have suffered a recent bout of capital losses. Is this a temporary setback for yield seekers or a harbinger of more difficult times to come? Adam C. Rudd, CFA, investment director at Standard Life Investments, manager of John Hancock Global Absolute Return Strategies Fund, shares his latest views on the outlook for interest rates and the prices of fixed-income assets.

We favor the outlook for oil stocks relative to the market

May 2018 | Video

VIDEO: An extended period of depressed oil prices placed great stresses on the large integrated energy companies engaged in its exploration, production, and distribution, but oil has staged an impressive comeback in recent weeks. Adam C. Rudd, CFA, investment director at Standard Life Investments, manager of John Hancock Global Absolute Return Strategies Fund, explains the fund’s new relative value equity pairing of global oil majors versus the broader market—a strategy designed with the mature stage of the business cycle in mind.

How to defuse one volatile market with another

May 2018 | Video

VIDEO: Fight market volatility with more volatility? The 2018 VIX spike unnerved many market participants, but it also presented opportunities for absolute return managers to match long volatility positions in one market against short volatility positions in another. Adam C. Rudd, CFA, investment director at Standard Life Investments, manager of John Hancock Global Absolute Return Strategies Fund, explains his pairing of comparatively concentrated and cyclical investments with those more diversified and defensive.

Multimanager target-date funds aim for better risk-adjusted results

April 2018 | Video

VIDEO: An open-architecture target-date fund construction process yields an additional dimension of diversification, says John Hancock Asset Management (JHAM) Portfolio Manager Robert E. Sykes, CFA. Always wary of the perils embedded in manager concentration risk, Rob and his colleagues on JHAM’s global asset allocation team oversee three different suites of multimanager target-date funds, including John Hancock Multimanager Lifetime Portfolios.

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