Balance 2019 risks with a barbell approach to equity sectors

Barbells aren’t just for bonds. Three equity metrics may merit close attention when positioning portfolios for this phase of the business cycle. We explain which sectors we like for offense, defense, and the most favorable combination of both. 

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Stock market bears come in all shapes and sizes

Matthew D. Miskin, CFA, Market Strategist and Emily R. Roland, CIMA, Head of Capital Markets Research at John Hancock Investments
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. Read more

Higher rates and protectionism will shrink manufacturers' profit margins

William W. Priest, CFA, Portfolio Manager at Epoch Investment Partners
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