U.S. bank stocks offer untapped potential—once the economy returns to normal

Manulife Investment Management

U.S. banks face declining interest rates, borrowers under stress, and a weak economy. Yet recent earnings results indicate banks may be well positioned to recover.

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Behavioral coaching: sticking to the game plan

Behavioral coaching: sticking to the game plan

Keith H. Van Etten, CAIA, CFP, CIMA
Keith H. Van Etten, CAIA, CFP, CIMA, Portfolio Consultant John Hancock Investment Management
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Crude awakening: what oil's collapse may mean for your portfolio

Crude awakening: what oil's collapse may mean for your portfolio

Emily R. Roland, CIMA
Emily R. Roland, CIMA, Co-Chief Investment Strategist John Hancock Investment Management
Matthew D. Miskin, CFA
Matthew D. Miskin, CFA, Co-Chief Investment Strategist John Hancock Investment Management
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What is modern monetary theory?

What is modern monetary theory?

John Hancock Investment Management
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The case for long/short equity funds as volatility rises

The case for long/short equity funds as volatility rises

Cara A. Lafond, CFA
Cara A. Lafond, CFA, Multi-Asset Strategist Wellington Management
Ben J. Cooper, CFA
Ben J. Cooper, CFA, Investment Strategy Analyst Wellington Management

In this volatile and uncertain market, investors are looking to long/short funds as a way to potentially limit downside exposure and provide diversification.

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Market outlook: navigating the next chapter of COVID-19

Frances Donald
Frances Donald, Global Chief Economist and Global Head of Macroeconomic Strategy Manulife Investment Management

Lockdown restrictions may be beginning to ease, but uncertainty remains high. How should investors navigate markets as we enter the next phase of the crisis?

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Discipline in volatile markets is key for multifactor ETF investors

Joseph F. Hohn
Joseph F. Hohn, Senior Portfolio Manager Dimensional Fund Advisors

For investors in multifactor ETFs, we believe it’s important to maintain a long-term and consistent focus in volatile markets.

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Human capital and consumer brands in a post-pandemic world

Human capital and consumer brands in a post-pandemic world

Cheryl I. Smith, Ph.D., CFA
Cheryl I. Smith, Ph.D., CFA, Portfolio Manager Trillium Asset Management

The pandemic is disrupting consumer patterns, putting many retail, entertainment, and leisure companies at risk. We explore how consumer brands can recover and thrive.

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Weighing opportunity when markets spin out of control

Emory W. (Sandy) Sanders, Jr., CFA
Emory W. (Sandy) Sanders, Jr., CFA, Senior Portfolio Manager Manulife Investment Management

As the COVID-19 crisis deepened and market volatility spiked, Sandy Sanders and his team acted fast to reposition portfolios based on their worst-case stock analysis.

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The dimensions of U.S. stimulus

John Hancock Investment Management

Trillions of dollars' worth of direct government aid and market interventions have been aimed at mitigating pandemic-related economic disruption. We provide a rundown of the major stimulus provisions, along with commentary from our network.

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Behavioral coaching: sticking to the game plan

Behavioral coaching: sticking to the game plan

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

Financial advisors can often find ourselves in the role of the psychologist, talking otherwise intelligent and successful clients out of acting irrationally amid times of volatility. Help them PAUSE for thought with this simple exercise.

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Behavioral alpha: designing a feedback loop

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

In the final part of our series on how human behavior can affect investment decisions, we’ll examine the performance review session, including techniques to promote deliberate process improvement.

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Diversification isn’t dead: the case for balanced 60/40 portfolios

Michael J. Scanlon, Jr., CFA
Michael J. Scanlon, Jr., CFA, Portfolio Manager Manulife Investment Management

Despite predictions that the traditional 60/40 balanced portfolio was doomed, the recent volatility has again proven the benefits of a diversified investment strategy.

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