Viewpoints by Emily R. Roland, CIMA, Head of Capital Markets Research at John Hancock Investment Management
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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 markets
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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Stock market bears come in all shapes and sizes
A 20% decline or more from a market peak is broadly defined as a bear market for equities but, in our view, that’s an oversimplification. Here’s how to understand—and prepare for—bear markets.
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Risk aversion rises as a flattening yield curve flirts with inversion
After flattening further, the U.S. Treasury yield curve is now flirting with inversion, a recession harbinger. Find out what investors should do to prepare.
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Markets are searching for the next U.S. recession—the economy says not yet
U.S. equities have taken another turn lower, and investors are wondering whether the economic expansion is coming to a close. We look at why, so far, the economy says otherwise.
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When market volatility spikes, our network speaks
John Hancock Investments’ Emily Roland and Matt Miskin assess the state of the equity market, drawing on the latest thinking from our asset management network.
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Midterm election-year markets tend to find direction in November
In any given cycle, the relationship between elections and markets is not always clear, but over time some key trends come into focus.
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