Viewpoints by Emily R. Roland, CIMA, Co-Chief Investment Strategist at John Hancock Investment Management
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Market outlook: three key risks for 2020
Markets are exuding a sense of calm as we head into 2020. What are the key risks that investors could face in the year ahead? Read our latest market outlook.
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Late-cycle investing: how to put excess cash to work
For investors worried about late-cycle markets and slow economic growth, balanced 60/40 portfolios may be an option for putting excess cash to work.
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5 asset classes that remain resilient to the trade war—5 that don’t
Global trade wars have moved markets throughout history. We take a look at 5 asset classes that remain resilient to the current trade war—and 5 that don’t.
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Fed cut—now what? Bond market history offers two clues
The Fed cut interest rates this week for the first time since 2008. What are the investment implications? Bond market history points to two—learn each one.
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The U.S.-China trade war—what could drive further market volatility
What could drive further market volatility now that the U.S.-China trade war has heated up again? Our market strategists discuss key indicators to watch.
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Bond types that tend to fare best following yield curve inversions
Yield curve inversion alert—one of the most potent historical harbingers of economic recession flashed red recently. Find out what to do now.
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What to do when momentum investing stalls—and changes its stripes
Momentum investing shows shortfalls in single-factor strategies. What’s worked on the way up hasn’t always worked on the way down. Find out why—and what to do now.
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Four strategies for late-cycle market investing
Late-cycle markets are often not as forgiving as those at the start of a cycle. We look at four strategies that have helped investors weather the turn.
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Three ways you know you’re late in the economic cycle
Whether the business cycle turns in 2019 or later, it’s clear we’re in the late stages. We look at three tell-tale indicators that explain why.
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Balance 2019 risks with a barbell approach to equity sectors
Three metrics may merit close attention when positioning portfolios for this phase of the market cycle. See which sectors we favor for offense and defense.
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