Viewpoints by Matthew D. Miskin, CFA, Market Strategist at John Hancock Investment Management
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Currency tides may be changing, providing more lift for international equities
The damage that the U.S. dollar’s strength has inflicted on international equity returns may have run its course, as a recent comeback for foreign currencies has enhanced the appeal of international stocks.
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Falling correlations point to rising opportunities for active managers
Cross correlations of U.S. stocks have fallen sharply in recent months, which may signal a new phase of the bull market favoring active management.
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Corporate earnings staging a comeback overseas
After several years of disappointing results, earnings are showing a sharp rebound in markets around the world. Portfolio managers in our network are taking notice.
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