Viewpoints by Emily R. Roland, CIMA, Co-Chief Investment Strategist at John Hancock Investment Management
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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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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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