Trading places: favoring defensive equity when bond yields go too low

Claus Vorm, Ph.D.
Claus Vorm, Ph.D. Nordea Asset Management

While defensive equity may strike some an oxymoron, the phrase isn’t as absurd as it sounds in an age of government bonds that yield little—or less. Learn more.

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The millennial consumer and the future of U.S. growth

The millennial consumer and the future of U.S. growth

Emory W. (Sandy) Sanders, Jr., CFA
Emory W. (Sandy) Sanders, Jr., CFA, Senior Portfolio Manager Manulife Investment Management
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Three interest-rate cuts in three months—is the Fed done?

Three interest-rate cuts in three months—is the Fed done?

Frances Donald
Frances Donald, Chief Economist and Head of Macroeconomic Strategy Manulife Investment Management
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How climate resilient is your portfolio?

How climate resilient is your portfolio?

Cheryl I. Smith, Ph.D., CFA
Cheryl I. Smith, Ph.D., CFA, Portfolio Manager Trillium Asset Management
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California wildfires: potential impact for muni bond investors

California wildfires: potential impact for muni bond investors

Dennis DiCicco
Dennis DiCicco, Associate Portfolio Manager Manulife Investment Management
Jeffrey N. Given, CFA
Jeffrey N. Given, CFA, Senior Portfolio Manager Manulife Investment Management

The California wildfires are an important reminder for muni bond investors to assess weather-related risks at both the state and issuer level.

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An eco-efficiency framework: addressing climate risk in measurable ways

Matthew A. Zalosh, CFA
Matthew A. Zalosh, CFA, Portfolio Manager Boston Common Asset Management
Steven Heim
Steven Heim, Director of ESG Research/Shareowner Engagement Boston Common Asset Management

Eco-efficiency can move a company’s sustainability practices forward—sometimes with significant results. But how? A five-point framework by Boston Common Asset Management breaks it down.

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Behavioral alpha: can you handle underperformance?

Keith H. Van Etten, CAIA, CFP, CIMA
Keith H. Van Etten, CAIA, CFP, CIMA, Portfolio Consultant John Hancock Investment Management

In the first of a series of articles on how human behavior can affect investment decisions, we look at the benefits of having a plan and sticking to it.

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Why quality stocks are key in today's late-cycle economy

Why quality stocks are key in today's late-cycle economy

Paul G. Boyne
Paul G. Boyne, Senior Portfolio Manager Manulife Investment Management

Stocks with quality characteristics could become more attractive in today’s late-cycle economy. Learn how a veteran investor is navigating an increasingly challenging global equity market.

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Momentum investing: fad or bona fide factor?

Ryan W. Wellman, CFA
Ryan W. Wellman, CFA, Product Manager John Hancock Investment Management

Momentum strategies have gained favor with some investors in recent years, but the question remains whether stock price changes alone represent a meaningful factor that’s a sound basis for investment.

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Converting volatility into opportunity

Gordon M. Marchand, CFA, CPA, CIC
Gordon M. Marchand, CFA, CPA, CIC, Portfolio Manager Sustainable Growth Advisers

Focusing on high-quality growth companies is one way to take advantage of emotionally driven, short-term price dislocations—helping investors make the best of periods of rising volatility.

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Do high-conviction active strategies perform better?

Do high-conviction active strategies perform better?

John P. Bryson
John P. Bryson, Head of Investment Consulting John Hancock Investment Management

When looking for outperforming managers, it’s generally helpful to look for active strategies with above-average active share and below-average turnover.

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How do the new Morningstar bond categories affect you?

Michael L. Stephens, CFA, CAIA
Michael L. Stephens, CFA, CAIA, Portfolio Consultant John Hancock Investment Management
John P. Bryson
John P. Bryson, Head of Investment Consulting John Hancock Investment Management

Morningstar's new bond categories represent a major change for fixed-income investors. We discuss the change and how advisors are positioning clients today.

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Comparing funds in three easy steps

John Hancock Investment Management

With more than 10,000 funds and ETFs in the United States, side-by-side comparisons can help you cut through the clutter. Powered by Morningstar, our Fund Compare tool makes it easy.

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