Market Intelligence

  

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An award-winning¹ review of the investment landscape

At John Hancock Investment Management, 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.

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

 

A natural by-product of our manager research

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Leveraging the best ideas of the 40+ asset managers, independent research firms, broker-dealers, and banks in our network

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More than 40 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.

  • Axiom Investors
  • Bain Capital Credit
  • Boston Common Asset Management
  • Boston Partners
  • Breckinridge Capital Advisors
  • Dimensional Fund Advisors
  • Epoch Investment Partners
  • First Quadrant
  • GW&K Investment Management
  • Graham Capital Management
  • Manulife Investment Management
  • Nordea Asset Management
  • Pictet Asset Management
  • Pzena Investment Management
  • Redwood Investments
  • Stone Harbor Investment Partners
  • Sustainable Growth Advisers
  • T. Rowe Price
  • Trillium Asset Management
  • Unigestion
  • Wellington Management
  • Wells Capital Management

What's inside

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

After plunging into bear market territory, then staging an astonishing recovery, U.S. equities may be volatile amid a difficult macro backdrop.

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

  

The economic data has bottomed overseas, and an outright defensive position is no longer warranted; quality and growth are best positioned for an uneven recovery.

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

  

Investment-grade corporate and government bonds may outpace lower-rated issues in today's environment.

 

 

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

  


Our top portfolio ideas to consider now

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The U.S. equity market exhibits better fundamentals relative to non-U.S. equities, as measured by return on equity and sector composition. Embracing quality allows investors the chance to both participate and protect.

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U.S. mid caps benefit from increased fiscal stimulus and have shown the ability to bounce back out of recessions. Since the market low in March, mid-cap stocks have been among the best performers across the cap spectrum.

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Investment-grade corporate bonds offer an attractive risk/reward profile. Support from the Fed’s current bond-buying programs provides an additional tailwind.  


 

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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 Investment Management Education Alliance STAR Awards in 2015, 2017, and 2018, and of the 2018, 2019, and 2020 Internet Advertising Competition’s Best Financial Services Interactive Application and Best Financial Services Mobile Application Awards. Investment Management 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 specified category.