Viewpoints about active management
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Finding value and quality in a valuation-rich global equity market
While profit margins remain strong, elevated stock valuations and rising corporate debt could be warning signs for global equities. In such an environment, the best opportunities lie in the intersection between quality and value.
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AI, big data, and other disruptors driving tech stock dispersion
AI, big data, and other disruptors drive extreme tech stock dispersion that can burn generalist investors. See why long/short tech investing is best left to career sector specialists.
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The long-term case for tech stocks remains robust
Tech stocks have enjoyed large gains, and the recent run-up has left investors questioning the sustainability of current valuations. See why our long-term case for tech remains intact.
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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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Why risk management grows more crucial as investors retire
As a portfolio transitions from the accumulation to the distribution phase, the magnitude and timing of market volatility matter much more. See why risk management becomes essential in retirement.
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Why alternative investments may matter more than ever before
If the essence of investing resides in risk management, then maintaining a meaningful allocation to alternatives makes sense—especially now. John Hancock Investment Management’ Leo M. Zerilli, CIMA, shows why.
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How top active managers add value in international equity markets
A substantial number of actively managed international equity strategies have outperformed over the past three years, according to our research.
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Where strategic beta ETFs have outpaced active funds
Active management isn’t the only option for beating an equity benchmark. Our research shows that a substantial number of strategic beta ETF strategies have outperformed over the past three years.
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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.
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As market volatility rises, asset returns fall—but not all
Correlations have been unstable and trending higher in recent years, reducing the effectiveness of conventional asset allocation. What can investors do? One answer lies outside traditional territory.
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