Markets alone will determine Italy’s future
The best hope for resolving the row between Brussels and Rome over the Italian budget resides with the market—see Megan Greene’s take on the latest developments.
Viewpoints from John Hancock Asset Management
Established asset manager with global resources and expertise extending across equity, fixed-income, and alternative investments as well as asset allocation strategies
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The trade war remains one of many mounting macro risks
Plus, see what works and what doesn't, as a retiring asset allocator reflects on lessons from four decades in investing.Read more -
Emerging-market winners in an age of disruption—companies, not countries
Selected emerging-market companies have learned how to compete with their developed-market peers, in many cases adopting new technologies and processes at lower cost than more established rivals.Read more -
GE makes a power move
With an outsider taking the reins at GE, we think the firm may now move swiftly to unlock the substantial value we see embedded in its core businesses.Read more -
How central banks distort the predictive power of the yield curve
There's a good chance of an inverted yield curve by the end of 2019—but does it matter? We take a closer look at the yield curve's predictive powers and why this time may really be different.Read more -
Telecom sector gives way to communication services
The telecommunications sector is being revamped and renamed communication services. We discuss the rationale for this change and what it means for investors.Read more -
The trade war is getting worse before it gets worse
U.S.-China trade wars will get worse before getting worse. See why there’s no turning back to the pre-Trump world trade order—and what’s likely to follow next.Read more -
Turkey—a symptom of larger challenges for emerging markets
Is Turkey's financial meltdown a local phenomenon or a warning sign for international investors? The answer: It's both.Read more -
Amazon proves it's anything but overvalued
In its Q2 earnings results, Amazon showed it can still be a major disruptor. We discuss the impact of high-margin business on the e-commerce giant’s bottom line.Read more -
How to value a currency: a closer look at the opportunities in FX markets
Currency markets are an underappreciated risk—and opportunity—when it comes to international investing. We take a closer look at the factors that drive currencies' performance.Read more