Put today's market volatility in context

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.

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Replay: Discipline in a crisis: How to invest and trade ETFs in volatile markets (04/23/20) John Hancock Investment Management, Dimensional Fund Advisors, and ETF Trends outline strategies that ETF investors can use in volatile markets, including tax-loss harvesting, best practices for ETF trading, and disciplined factor-based strategies.

Replay: Bond Fund and Investment Grade Bond Fund update (03/25/20) The portfolio management team from Manulife Investment Management discusses the volatility in the fixed-income markets, recent actions by the U.S. Federal Reserve, the team’s current strategy, and its outlook for the months ahead.

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.

Replay: What’s driving this volatility? Perspectives from our asset management network (03/12/20) Much of the recent market turmoil is linked to the coronavirus outbreak, but that’s not the only factor in play. For a deeper look at what’s driving the turbulence, listen to the replay of our Thursday, March 12, conference call to hear the views of three investment professionals from our asset management network.

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.