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.
Viewpoints by Matthew D. Miskin, CFA, Market Strategist at John Hancock Investments
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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.Read more -
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.Read more -
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.Read more -
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.Read more -
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.Read more -
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.Read more -
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.Read more -
Advisors are tilting client portfolios toward growth—and may not know it
After years of strong performance, growth stocks are playing a larger role in investor portfolios, but they're also showing up in ways that many advisors may not intend. We look at the risks going forward.Read more -
Three risk indicators to watch this year
Risks are clearly rising in 2018, but the bull market may have more room to run. We look at three risk indicators to watch in the second half.Read more