What's been driving late-cycle market movements?

Stocks are being rewarded for positive earnings surprises in the second quarter. John Hancock Asset Management’s Michael J. Scanlon, Jr., CFA, portfolio manager of John Hancock Balanced Fund, explains why.

Volatility spikes, but earnings steam ahead

Michael J. Scanlon, Jr., CFA
Michael J. Scanlon, Jr., CFA, Portfolio Manager Manulife Investment Management

Portfolio Manager Michael Scanlon puts recent market volatility in context and considers how corporate earnings may remind us of the market's opportunities.

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Where are we in the global economic cycle?

John A. Boselli, CFA
John A. Boselli, CFA, Portfolio Manager Wellington Management

By gauging our position in the global economic cycle, we can get a fix on investor risk appetite and optimal factor exposures.

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