Viewpoints by Emily R. Roland, CIMA, Co-Chief Investment Strategist at John Hancock Investment Management
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Fed policy: what comes next?
A review of Federal Reserve policy objectives and some of the key financial data the Fed examines in making policy, and a view on where we stand now.
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What oil's rebound means for your portfolio
Rising oil prices have historically shown varying correlations to different asset classes. We explore which asset classes may help protect your portfolio from the challenges higher oil prices may cause.
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What the short squeeze frenzy means for your portfolio
The recent short squeezes have received a great deal of attention, but should you be doing anything about them? We explain why we believe the answer is no and why taking a steady view of market fundamentals makes sense now more than ever.
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2021 market outlook: a brighter future, but clouds remain
There is reason both for optimism and concern heading into 2021. Vaccinations should help propel the economy, but there may be delays in getting them to the public. With yields low and momentum stocks soaring, a balanced portfolio may prepare investors for a wide variety of possible outcomes.
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After the election: key early economic takeaways and positioning
With the winner of the 2020 presidential race still to be determined, we assess the market's initial reaction and the election's likely implications for different equity sectors and bonds.
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Investing for the next presidential cycle: macro trumps policy
Despite the radically different policies, the second Obama administration and the Trump administration showed largely similar overall stock performance as well as by individual sectors. We review this phenomenon here.
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Cash on the sidelines? Where to invest
Many investors reduced their stock exposure and held on to cash in response to the recent sell-off. Now that calm’s been restored, is it time to return to the markets?
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Crude awakening: what oil's collapse may mean for your portfolio
Investors have reacted with some alarm to the steep drop in oil prices this year, with futures contract prices briefly falling below zero before rebounding to low double digits. We look at the drivers of activity and oil’s connection to equity and fixed-income allocations.
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The 2020 bear market—an exogenous shock for the history books
With the arrival of a bear market, it's instructive to examine what’s unique about this downturn relative to past bears for clues as to when a potential recovery could emerge.
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The coronavirus correction
At the time of this writing, fears of the coronavirus are rampant in the markets. We explore market risks and relevant portfolio positioning as the world confronts a potential pandemic.
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