The strategists discuss whether the recent outperformance of value indexes over tech stocks could be a lasting trend.
Miskin and Roland also explain why they think international stocks and economic growth could catch up to the United States during the recession recovery, as well as the outlook for the dollar and currency markets.
“Growth is moving to Europe and other parts of the world, and that's really why we're getting more optimistic and finding good opportunities on the international side of the markets.”—Matthew D. Miskin, CFA, Co-Chief Investment Strategist, John Hancock Investment Management
About the Portfolio Intelligence podcast
The Portfolio Intelligence podcast features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across John Hancock’s multimanager network. Hosted by John Bryson, head of investment consulting at John Hancock Investment Management, the dynamic discussion explores ideas advisors can use today to build their business while helping their clients pursue better investment outcomes.
This podcast is being brought to you by John Hancock Investment Management Distributors, LLC, member FINRA,SIPC. The views and opinions expressed in this podcast are those of the speaker, are subject to change as market and other conditions warrant and do not constitute investment advice or a recommendation regarding any specific product or security. There is no guarantee that any investment strategy discussed will be successful or achieve any particular level of results. Any economic or market performance information is historical and is not indicative of future results, and no forecasts are guaranteed. Investing involves risks, including the potential loss of principal.