Related thought leadership—John Hancock Multifactor Large Cap ETF
Gain insight on the thinking behind John Multifactor Large Cap ETF (JHML), which targets a wide range of large-cap U.S. stocks and emphasizes factors (smaller cap, lower relative price, and higher profitability) that academic research has linked to higher expected returns.
Potential risks of timing your large-cap allocation
Investors trying to time their style exposure to large-cap growth and large-cap value funds may have slowly eroded their performance over time.
For financial professional use only
Capitalizing on the shift from quality to value in large-cap blend
Investors should consider rotating from quality to value in large blend to capitalize on higher rates and undemanding valuations.
For financial professional use only
Is it too late for low-volatility equities?
Investors may be tempted to allocate to low-volatility strategies as a result of recent volatility. We think it's important to evaluate their outperformance potential, versus the risks of missing a rebound in equities.
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Performance drivers of equal-weight equities
Investors concerned about rising concentration in market-cap-weighted indexes have turned to equal-weighted strategies in recent years to add diversification. We think these strategies may be introducing unintended risks in investor equity allocations.
For financial professional use only