Low economic growth—here to stay
There’s a schism about where global economic growth is going, with some analysts arguing a structural break from secular stagnation is under way. See why we disagree—and what it means for investors.
Viewpoints by Megan E. Greene, Global Chief Economist at John Hancock Asset Management
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U.K. election ends in dismay: what happens now
Following the U.K.’s general election, a hung parliament renders the country’s politics—and economy and markets—into a veritable choose-your-own-adventure book. See the implications for investors now.Read more -
U.S. payrolls: one for the doves, but we still expect a June rate hike
See why the May nonfarm U.S. payrolls report was one for the doves, though it was not sufficiently weak to cause the Fed to take its foot off the gas pedal.Read more -
Victory for Macron, but challenges ahead
Even if the Front National does not win a significant number of seats in the upcoming National Assembly elections, Le Pen will likely manage to shape and direct political discourse from the sidelines.Read more -
French election takeaway: don't write off populism yet
The high likelihood of a defeat for Marine Le Pen in the French election won't end the clash between populism and Europe's economic status quo.Read more -
Secular stagnation—not dead yet
Investors have become more bullish about economic growth, inflation, and interest-rate projections. See why we think the anticipated magnitude and timing of this upturn is too optimistic.Read more -
Hard Brexit is better than no deal
British Prime Minister Theresa May triggered Article 50 on March 29. See why a U.K. departure from the EU remains a risk many investors are monitoring closely.Read more -
An uptick in market sentiment calls for cautious optimism
While Election Day in the United States has come and gone, extreme economic uncertainty accompanies this particular transition of power. See why we expect key unanswered questions to persist.Read more -
The Federal Reserve is not as hawkish as it might appear
Despite raising interest rates at its December meeting, the U.S. Federal Reserve has not suddenly become hawkish, and its policies continue to reflect its expectations for modest economic growth.Read more -
Italy's arrivederci to Renzi could further destabilize banks
Political instability and economic stagnation are business as usual for Italy, but its banks are particularly dysfunctional and pose a threat to the nation and to Europe broadly.Read more