Explore our lineup of resources to help you and your clients make sense of current market fluctuations. Read the latest economic and market viewpoints from our network. Listen to our new Portfolio Intelligence podcast for asset allocation insight. Use this site to understand markets today without losing focus on the long term.
A message from Andrew G. Arnott
How we're helping our customers, employees, and communities navigate
these challenging times.
Amid an uncertain economic recovery, the pandemic presents us with an opportunity to evaluate the long-term resiliency of corporate bond issuers and how well management priorities are aligned with strong ESG risk management practices.
Explore our analysis of government stimulus, including quantitative easing and the CARES Act
The dimensions of U.S. stimulus
Trillions of dollars' worth of direct government aid and market interventions have been aimed at mitigating pandemic-related economic disruption. We provide a rundown of the major stimulus provisions, along with commentary from our network.
Listen to our strategists and investment experts discuss volatility and asset allocation insight
Host John Bryson is joined by Matt Miskin and Emily Roland, co-chief investment strategists at John Hancock Investment Management. In discussing their Market Intelligence outlook for Q2 2020 and beyond, Matt and Emily identify what they consider to be attractive equity and fixed-income opportunities in the making despite the severe economic disruption caused by COVID-19 and the measures taken nationwide to flatten the curve of new cases.
When market volatility rises, our first impulse can be to cut and run, but that’s a biologically conditioned emotional response rather than a logical one. In this episode of Portfolio Intelligence, John Bryson is joined by Keith Van Etten, portfolio consultant and behavioral finance specialist at John Hancock Investment Management, to investigate our intuitive responses to stimuli versus our logical curbing of emotionally driven reactions. Applying this insight to investing, they discuss mental anchoring, unconscious simplification strategies, and other situations where listening to our gut can get our portfolios into trouble.
Replay: With stocks in bear market territory, what's next for the markets? (03/16/20)
With equity markets now in bear market territory, the energy sector in turmoil, and more drastic measures being implemented around the world to help contain the coronavirus, it's easy to lose sight of macroeconomic fundamentals. Listen to the replay of our Monday, March 16, conference call for insight into what's been driving market turbulence and how investors can position their portfolios.
My brain made me do it—client seminar
Our emotions naturally make it difficult to make smart investment decisions such as buying low and selling high. That’s why many investors sell during market declines—thereby locking in losses—and return only after stocks have recovered. By taking a closer look at some of the basics of behavioral finance, investors can learn to let logic, rather than emotion, drive their investment decisions.
Download educational materials that can help you put volatility in context
Does your portfolio have a measure of correction protection
When an external shock sours market sentiment, high correlations among a portfolio's investments can undermine diversification and make losses more pronounced.
Any investor who has lived through a bear market knows how unpleasant it can be. History shows, however, that U.S. equities have always recovered, and that bull markets have created far more wealth than bear markets have taken away.
Investors should prepare their portfolios to weather any market conditions. This investment idea highlights a diversified portfolio of funds from John Hancock Investment Management that has not only outperformed the broad stock market in the recent downturn, it's also outperformed a passively managed blended index over the longer term.
Infrastructure investing turning life necessities into a stabilizing force in your portfolio
Learn how infrastructure investing—including stocks of select companies in the utilities, energy, telecoms, REITs, and industrials sectors—helps turn life’s necessities into a stabilizing force for portfolios.