Smart investing starts heredownload from the app store Available for iPads running iOS9+.
At John Hancock Investments, our multimanager approach to investing provides us with a unique advantage: the ability to leverage the very best market research from our diverse asset management network.
Our dedicated in-house research team aggregates, analyzes, and evaluates that market analysis to develop our 12- to 18-month outlook on a range of asset classes. The result is Market Intelligence.
Leveraging the best ideas of the 75+ asset managers, independent research firms, broker-dealers, and banks in our network
More than 60 researchers—part of 200+ professionals specializing in manager research and oversight—analyze and evaluate the views from our network
Research is vetted and debated to develop our 12- to 18-month outlook on a range of asset classes
Provide a richer, hands-on experience of our network's insight
Ensure you're always up to date with the latest data and analysis
Explore our Viewpoints blog, portfolio manager videos, and white papers on a range of topics
We leverage the research of some of the best and brightest minds in the investment industry to create every issue of Market Intelligence.
All logos are the property of their respective owners. Representative list of asset managers is as of 3/31/17.
The eight-year-old bull market may be due for a setback after its postelection rally but remains supported by improving fundamentals.
Our view is consistent with the consensus that U.S. equities will see further upside in the next 12 to 18 months. Improving global growth should result in opportunities. Our neutral view on growth versus value is a result of favoring sectors in both styles (e.g., technology and financials).
Stronger growth and earnings appear to be taking hold globally, while in Europe voters are deciding several key elections.
We agree with the consensus view that investors should maintain their current exposure to non-U.S. equities, both broadly and across major developed-market regions. While corporate fundamentals and valuations are increasingly potential tailwinds, populist politics in Europe could lead to greater volatility.
A nimble approach may be warranted to pursue income opportunities outside of low-yielding government sectors.
Our fixed-income view stems from the bearish outlook we heard from a number of managers; some have actively reduced duration. We believe bank loans and investment-grade corporates still offer upside.
Whereas central banks were the primary drivers of markets for much of the economic cycle, governments are likely to exert greater influence in the years ahead. The near certainty of a pro-business agenda in the United States contrasts with the uncertainty surrounding Brexit negotiations and key elections in Europe.
Economic indicators and corporate earnings are turning up across developed and emerging markets. Geopolitical risks remain, including fallout from Brexit negotiations and European elections. Any good news could provide a catalyst for relatively undervalued international markets.
The U.S. Federal Reserve continues to withdraw liquidity at a measured pace, in keeping with strong employment data and rising wage inflation. Elsewhere, central bankers appear to be moving beyond peak accommodation as growth firms.
Contact your John Hancock Investments Business Consultant to schedule a detailed review of Market Intelligence and how the trends taking place in today’s markets may affect your practice.