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.

Related viewpoints

Volatility spikes, but earnings steam ahead

Michael J. Scanlon, Jr., CFA, Portfolio Manager at John Hancock Asset Management
Portfolio Manager Michael Scanlon puts recent market volatility in context and considers how corporate earnings may remind us of the market's opportunities. Watch video

Where are we in the global economic cycle?

John A. Boselli, CFA, Portfolio Manager at Wellington Management
By gauging our position in the global economic cycle, we can get a fix on investor risk appetite and optimal factor exposures. Watch video
Related viewpoints

Volatility spikes, but earnings steam ahead

Michael J. Scanlon, Jr., CFA, Portfolio Manager at John Hancock Asset Management
Portfolio Manager Michael Scanlon puts recent market volatility in context and considers how corporate earnings may remind us of the market's opportunities. Watch video

Where are we in the global economic cycle?

John A. Boselli, CFA, Portfolio Manager at Wellington Management
By gauging our position in the global economic cycle, we can get a fix on investor risk appetite and optimal factor exposures. Watch video

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