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A closer look at John Hancock Strategic Income Opportunities Fund

February 2018 | Video

VIDEO: Risk management is crucial, especially in today’s bond market. Senior Portfolio Manager Daniel S. Janis III describes how he and the team navigate the four distinct risks in fixed income to build a more all-weather portfolio.

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.

Bond market turbulence: putting the recent volatility in context

February 2018 | Video

VIDEO: Long-term yields have climbed steadily since the passage of tax reform in December 2017, and are up sharply in recent days. Daniel S. Janis III, senior portfolio manager for John Hancock Strategic Income Opportunities Fund, takes a closer look at what’s been driving that volatility and what may be in store for fixed-income investors over the near term.

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.

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.

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.

A seismic shift: what regulatory reform means for your retirement plan business model

January 2018 | PDF

New regulations governing fiduciary standards will challenge the ability of retirement plan advisors to differentiate their business models. Robert J. Rafter, J.D., of RJR Consulting, and Gene R. Huxhold, CFP, AIF, of John Hancock Investments, explore how advisors can reposition their value propositions and market their services for the next decade.

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.

Tax reform and U.S. financial service stocks in 2018

January 2018 | Video

VIDEO: Wellington Management Global Industry Analyst Andrew R. Heiskell addresses the 2017 Tax Cuts and Jobs Act and its implications for banks and other stocks across the U.S. financial services sector. A seasoned long/short sector specialist, Andy also walks through some of the potential second- and third-order effects of this legislation on the macroeconomic and market environment more broadly. Andy and his colleagues at Wellington manage John Hancock Seaport Fund, a hedge fund-of-funds approach employing a long/short strategy that combines the insight and expertise of five specialized investment teams in a single portfolio.

The new tax law and your financial plan

January 2018 | PDF

Beyond the reductions in tax rates for corporations and individuals, the Tax Cuts and Jobs Act of 2017 ushered in changes to a number of popular savings vehicles. Jeff Duckworth, President of Intermediary Distribution at John Hancock Investments, reviews some of the changes and their potential impacts.

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.

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