Market Intelligence

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An award-winning review of the investment landscape

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.

Head of Investments Leo M. Zerilli, CIMA, explains the process behind producing the firm's signature research publication.

A natural by-product of our manager research

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Leveraging the best ideas of the 75+ asset managers, independent research firms, broker-dealers, and banks in our network

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More than 60 researchers—part of 200+ professionals specializing in manager research and oversight—analyze and evaluate the views from our network

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Research is vetted and debated to develop our 12- to 18-month outlook on a range of asset classes

An interactive investment experience, online or on your iPad

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Provide a richer, hands-on experience of our network's insight

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Ensure you're always up to date with the latest data and analysis

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Explore our Viewpoints blog, portfolio manager videos, and white papers on a range of topics


An unparalleled network

We leverage the research of some of the best and brightest minds in the investment industry to create every issue of Market Intelligence.

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What's inside

Asset class views: our 12- to 18-month outlook

The eight-year-old bull market may be due for a setback after its postelection rally but remains supported by improving fundamentals.

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color scaleDarker shading indicates a greater concentration of views within our network.

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 are taking hold globally, while in Europe political risks are abating.

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color scaleDarker shading indicates a greater concentration of views within our network.

We agree with the consensus view that investors should overweight non-U.S. equities in a global balanced portfolio. Improving corporate fundamentals and attractive valuations are increasingly potential tailwinds, while populist politics have started to fade in Europe.

A nimble approach may be warranted to pursue income opportunities outside of low-yielding government sectors.

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color scaleDarker shading indicates a greater concentration of views within our network.

Our fixed-income view stems from the bearish outlook of a number of managers in our network; some have reduced duration. We believe investment-grade corporates and emerging-market debt still offer upside.

color scaleDarker shading indicates a greater concentration of views within our network.

Key macro themes from our asset management network

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Earnings have rebounded in developed and emerging markets, with revenue growth coming from a pickup in global economic activity.

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Economic growth continues to turn up across G7 countries and many emerging markets, supported by broadly accommodative monetary policy, while inflation remains low. Pro-growth administrations offer the potential to add further stimulus.

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The U.S. Federal Reserve continues to withdraw liquidity at a measured pace as employment data remains strong, although inflationary pressures remain limited. Elsewhere, central bankers appear to be moving beyond peak accommodation as global economic growth firms.

Advisors: schedule a detailed review of Market Intelligence