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    Tariffs and trade
    Tariffs and trade

    Trump’s not the cause of U.S.-China tensions—but rather an accelerant

    Rather than some of the posturing we’ve seen in its interactions with allies, the U.S. administration has demonstrated a genuine strategic effort to crimp and control the future trajectory of China and its practices concerning technology, especially artificial intelligence, cybersecurity, and intellectual property. Watch to see how developments are likely to unfold from here.

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    Three ways you know you’re late in the economic cycle

    For all the knee-jerk reactions and panicked selling that occurs in capital markets, important inflection points are often well telegraphed. We look at three indicators typically associated with the months leading up to the end of an economic cycle and how they're affecting today’s markets.

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    Rethinking value investing in your portfolio

    Value investing isn't limited by sector definitions. Mark Donovan of John Hancock Disciplined Value Fund discusses where he and his team see value today.
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    The outlook for interest rates in 2019: gearing up for the Fed’s shift into neutral

    After three years of slowly raising interest rates, the Fed may have finally reached neutral territory. We take a closer look at the implications for bond markets.
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