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Viewpoints by Michael L. Stephens, CFA, CAIA, Portfolio Consultant at John Hancock Investment Management

Mike provides consultative, analytical, and educational portfolio construction guidance to financial advisors. Prior to his current role, he served as a product manager for the company’s alternative and asset allocation products in the retail and institutional markets. Before joining John Hancock Investment Management, Mike co-founded a start-up firm that delivered customized asset allocation solutions online to registered investment advisors. He also spent 14 years at Fidelity Investments in a number of roles, including portfolio specialist and institutional investment consultant. Mike received a B.S. in Finance and Economics from Miami University. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations, and he is a member of CFA Society Boston, the CFA Institute, and the CAIA Association.

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How do the new Morningstar bond categories affect you?

Morningstar's new bond categories represent a major change for fixed-income investors. We discuss the change and how advisors are positioning clients today.

Michael L. Stephens, CFA, CAIA, Portfolio Consultant John Hancock Investment Management

John P. Bryson, Head of Investment Consulting John Hancock Investment Management

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May 23, 2019

Michael L. Stephens, CFA, CAIA, Portfolio Consultant John Hancock Investment Management

John P. Bryson, Head of Investment Consulting John Hancock Investment Management
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.

Michael L. Stephens, CFA, CAIA, Portfolio Consultant John Hancock Investment Management

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

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August 30, 2018

Michael L. Stephens, CFA, CAIA, Portfolio Consultant John Hancock Investment Management

Matthew D. Miskin, CFA, Co-Chief Investment Strategist John Hancock Investment Management
Where advisors are finding value and performance with ETFs

The debate over whether investors should use active or passive strategies in their portfolios has generated many opinions but few definitive conclusions—until now. See what our research revealed.

Michael L. Stephens, CFA, CAIA, Portfolio Consultant John Hancock Investment Management

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December 16, 2016

Michael L. Stephens, CFA, CAIA, Portfolio Consultant John Hancock Investment Management

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John Hancock Investment Management LLC is the investment advisor for the closed-end funds.

A widespread health crisis, such as a global pandemic, could cause substantial market volatility, exchange-trading suspensions and closures, affect the ability to complete redemptions, and affect fund performance; for example, the novel coronavirus disease (COVID-19) has resulted in significant disruptions to global business activity. The impact of a health crisis and other epidemics and pandemics that may arise in the future could affect the global economy in ways that cannot necessarily be foreseen at the present time. A health crisis may exacerbate other preexisting political, social, and economic risks. Any such impact could adversely affect the fund’s performance, resulting in losses to your investment.

Mutual funds

© 1999–2020 John Hancock Investment Management Distributors LLC and affiliated companies.
Member FINRA | SIPC, 200 Berkeley Street, Boston, MA 02116

Click here to view a prospectus or summary prospectus. You may also request one from your financial advisor or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.

Some information may not be approved by certain organizations. Please check with your organization before using this information.

ETFs

John Hancock ETFs are distributed by Foreside Fund Services LLC in the United States, and are subadvised by Dimensional Fund Advisors LP in all markets. Foreside is not affiliated with John Hancock Investment Management Distributors LLC or Dimensional Fund Advisors LP.

ETF shares are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.

529

If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other advisor about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial advisor or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.

John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker-dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2020 John Hancock. All rights reserved. Information included in this material is believed to be accurate as of the printing date.

John Hancock Freedom 529

P.O. Box 17603 ■ Baltimore, MD 21297-1603 ■ 866-222-7498 ■ jhinvestments.com/529

529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED.

Viewpoints by Michael L. Stephens, CFA, CAIA, Portfolio Consultant at John Hancock Investment Management

How do the new Morningstar bond categories affect you?

Advisors are tilting client portfolios toward growth—and may not know it

Where advisors are finding value and performance with ETFs

Explore the latest thinking from our network

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