At John Hancock Investments, our multimanager approach to investing provides you with a unique advantage: the ability to leverage the very best market research from our diverse asset management network.
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The nine-year old bull market continues to enjoy broad support but is overdue for a correction.
U.S. equities should see further upside in the next 12 to 18 months, and new fiscal stimulus should result in opportunities for large- and small-cap stocks. Our neutral view on growth versus value is a result of favoring sectors in both styles (e.g., technology and financials).
Stronger growth and earnings are taking hold globally, while monetary policy and valuations remain favorable.
We agree with the consensus view that investors should overweight non-U.S. equities in a globally balanced portfolio. Improving corporate fundamentals and attractive valuations are increasingly potential tailwinds, particularly for small-cap stocks.
A nimble approach may be warranted to pursue income opportunities outside of low-yielding government sectors.
Our fixed-income view stems from the bearish outlook of a number of managers in our network; some have reduced duration. We believe investment-grade corporates and emerging-market debt still offer upside.
Earnings have rebounded in developed and emerging markets, increasingly driven by bottom-up fundamentals as central banks step back.
Economic growth continues to accelerate across G7 countries and many emerging markets, while inflation remains low. Pro-growth administrations offer the potential to add fiscal stimulus.
The U.S. Federal Reserve continues to withdraw liquidity at a measured pace, while non-U.S. central bankers appear to be moving beyond peak accommodation as global economic growth firms.
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