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