Viewpoints by Matthew D. Miskin, CFA, Co-Chief Investment Strategist at John Hancock Investment Management


Matt is a senior member of the investment research team at John Hancock Investment Management, where he focuses on capital markets research. He also works closely with the firm’s manager oversight team to obtain real time insight of investment trends from the firm’s network of asset managers. Matt also leads the development of John Hancock Investment Management’s quarterly market outlook, Market Intelligence. Prior to joining the firm, Matt worked at LPL Financial Research, covering hedge funds and liquid alternatives as well as other long-only strategies. Matt earned an M.B.A. from Babson College and a B.S. in Finance from Elon University.
-
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.
-
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.
-
When market volatility spikes, our network speaks
John Hancock Investment Management’ Emily Roland and Matt Miskin assess the state of the equity market, drawing on the latest thinking from our asset management network.
-
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.
-
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 -
Stocks may have to wait until the geopolitical fog clears
First-quarter 2018 earnings are the strongest in years, yet stocks continue to languish. Market Strategist Matt Miskin explains why the rally may have to wait.
Read more -
Earnings update: pound for pound, the strongest in nearly a decade
Companies around the world are delivering some of the strongest earnings in years. We break down the results and look at the earnings outlook for 2018.
Read more -
Tax reform's earnings boost is far from uniform
The new tax law may result in market rotation in favor of sectors that stand to gain the most from lower corporate rates. Earnings are already being revised higher.
Read more -
Connecting the dots: Do FOMC projections suggest an inverted yield curve in 2018?
The Fed's plans for interest rate increases in 2018 could be a warning sign for U.S. stocks. See why.
Read more -
Why low-volatility stocks may hit bumps in the road
While low-volatility equity strategies appear well suited to provide downside protection in many drawdowns, they can leave an investor more vulnerable when bond yields are rising as stocks fall, our research shows.
Read more
Explore the latest thinking from our network
Sign up to get market insight and analysis delivered straight to your inbox.
All Tags
- Absolute return (7)
- Active management (38)
- Asset allocation (41)
- Bull market (19)
- China (23)
- Commodities (10)
- Currency (22)
- Dividends (19)
- ETFs (16)
- Elections (13)
- Emerging markets (21)
- Energy sector (10)
- Equities (110)
- Europe (24)
- Federal Reserve (40)
- Financials sector (18)
- Fixed income (50)
- Global economy (81)
- Growth stocks (12)
- Healthcare sector (9)
- High yield (6)
- Industrials sector (2)
- Inflation (16)
- Interest rates (50)
- International equities (21)
- Japan (1)
- Jobs market (4)
- Late-cycle investing (15)
- Long/short equity (14)
- Market volatility (64)
- Mid cap (5)
- Multifactor investing (23)
- Municipal bonds (5)
- Oil (5)
- Portfolio construction (40)
- QE (5)
- Risk management (35)
- Small cap (6)
- Sustainable investing (11)
- Tariffs and trade (25)
- Taxes (18)
- Technology sector (17)
- Utilities sector (5)
- Valuations (20)
- Value stocks (16)
- Yield (14)