Market Intelligence

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MI

An award-winning¹ review of the investment landscape

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.

Our dedicated in-house research team aggregates, analyzes, and evaluates that market analysis to develop our 12- to 18-month outlook on a range of asset classes. The result is Market Intelligence.

Hear members of our capital markets research and strategy team walk through their latest findings in this quarter’s Market Intelligence call.

A natural by-product of our manager research

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Leveraging the best ideas of the 75+ asset managers, independent research firms, broker-dealers, and banks in our network

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More than 60 researchers—part of 200+ professionals specializing in manager research and oversight—analyze and evaluate the views from our network

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Research is vetted and debated to develop our 12- to 18-month outlook on a range of asset classes

An interactive investment experience, online or on your iPad

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Provide a richer, hands-on experience of our network's insight

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Ensure you're always up to date with the latest data and analysis

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Explore our viewpoints, portfolio manager videos, and white papers on a range of topics

An unparalleled network

We leverage the research of some of the best and brightest minds in the investment industry to create every issue of Market Intelligence.

  • Aberdeen Standard Investments Inc.
  • Bain Capital Credit
  • Barrow, Hanley, Mewhinney & Strauss
  • Boston Common Asset Management
  • Boston Partners
  • Brandywine Global Investment Management
  • Breckinridge Capital Advisors
  • Dimensional Fund Advisors
  • Epoch Investment Partners
  • First Quadrant
  • GW&K Investment Management
  • John Hancock Asset Management
  • Pictet Asset Management
  • Pzena Investment Management
  • Redwood Investments
  • Stone Harbor Investment Partners
  • Sustainable Growth Advisers
  • T. Rowe Price
  • Trillium Asset Management
  • Wellington Management
  • Wells Capital Management

What's inside

Asset class views: Our 12- to 18-month outlook

Underlying fundamentals lose momentum, increasing market volatility. 

 

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color scaleDarker shading indicates a greater concentration of views within our network.

Market volatility may continue to increase as investors adjust to slower growth, protectionist measures, and continued political turmoil. An extended market cycle may have run its course. 

Economic growth has slowed outside the United States, reflected in recent declines across Asian and European equity markets.

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color scaleDarker shading indicates a greater concentration of views within our network.

We maintain a neutral weighting in international equities within a global diversified portfolio. Relative value opportunities within the asset class have also faded over the last year. 

Investment-grade corporate and government bonds may be poised for a rebound following last year's rising rates. 

 

 

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color scaleDarker shading indicates a greater concentration of views within our network.

Within the asset class, we now favor duration over credit risk. We believe investment-grade corporates still offer upside. 


Key macro themes from our asset management network

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The U.S. economy remains relatively strong, but growth rates elsewhere have shifted down a gear as challenges mount in Asia and Europe.

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The fundamental backdrop had been supporting equity markets, but earnings growth may have peaked as the impact of U.S. fiscal stimulus fades.

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The U.S. Federal Reserve is approaching the end of its rate hiking cycle, and the withdrawal of liquidity from the global financial system has weighed on a range of asset classes.


 



1 Winner of Mutual Fund Education Alliance STAR Awards in 2015 and 2017 and of the 2018 Internet Advertising Competition's Best Financial Services Interactive Application and Best Financial Services Mobile Application Awards. 

 

1 Winner of Mutual Fund Education Alliance STAR Awards in 2015, 2017, and 2018 and of the 2018 Internet Advertising Competition's Best Financial Services Interactive Application and Best Financial Services Mobile Application Awards. Mutual Fund Education Alliance STAR Awards are selected from hundreds of entries by a panel of mutual fund marketing and communications executives based on effectiveness, messaging, educational value, innovation, user experience, and design. Internet Advertising Competition (IAC) awards are given for excellence in digital marketing across dozens of industries. Entries are judged on a number of criteria and compete head to head with other entries within their specific category.