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International Growth Fund update

October 2017 | Conference Call Replay

Wellington Management’s Joshua Berger, CFA, shares his thoughts on the market environment and how those views are reflected within John Hancock International Growth Fund.

2016, week one: looking past the pessimism

January 2016 | Conference Call Replay

John Hancock Asset Management’s Head of Global Asset Allocation Robert M. Boyda and his colleague, John Hancock Emerging Markets Debt Fund’s Paolo H. Valle, share how they’re navigating the turbulence in the global capital markets right now. Joining the conversation from Boston Partners, Joshua M. Jones, CFA, manager of John Hancock Disciplined Value International Fund, weighs in as well.

A better way to invest: manager selection and oversight at John Hancock Investments

February 2017 | PDF

Financial advisors and consultants face an investment management landscape increasingly split between industry giants and specialized boutiques. John Hancock Investments’ Leo M. Zerilli, CIMA, explains how the firm’s unique approach blends the innovation and agility of today’s boutique asset managers with strong risk controls and oversight.

A new Fed chair? Weighing the options for a change in leadership

September 2017 | Video

VIDEO: Senior Portfolio Manager Howard C. Greene, CFA, takes a closer look at what a possible Janet Yellen retirement could mean for the bond markets.

A nimble approach to today’s bond markets

September 2017 | Video

VIDEO: Senior Portfolio Manager Howard C. Greene, CFA, discusses the philosophy and process behind John Hancock Bond Fund.

A seismic shift: what regulatory reform means for your retirement plan business model

September 2015 | PDF

New regulations governing fiduciary standards will challenge the ability of retirement plan advisors to differentiate their business models. Robert J. Rafter, J.D., of RJR Consulting, and Gene R. Huxhold, CFP, AIF, of John Hancock Investments, explore how advisors can reposition their value propositions and market their services for the next decade.

A technical take on this summer’s correction

October 2015 | PDF

While the bout of market volatility accompanying August’s correction was among the most severe since 2008, Wellington Management’s Frank L. Teixeira, CMT, CFA, argues that bull market trends remain intact. Using technical analysis, Frank manages John Hancock Technical Opportunities Fund.

A time to sell: three succession planning tips for registered investment advisors (RIAs)

May 2016 | PDF

Of those principals of independent registered investment advisors (RIAs) working today, nearly half hope to retire in the next decade—but 60% have no succession plan in place. This paper outlines three specific steps designed to help RIAs successfully navigate the multi-year business transition process.

A time-tested process built on security-level research

November 2016 | Video

VIDEO: Many bond funds’ performance is too closely tied to macroeconomic factors, says John Hancock Asset Management’s Howard C. Greene, CFA, senior portfolio manager of John Hancock Bond Fund. See why sector and security selection, along with managing maturity structure, can lead to more consistent outcomes.

A well-resourced, active approach to global equity investing

November 2016 | Video

VIDEO: Abundant resources, painstaking research, and a disciplined process underlie global equity investing at Wellington Management, the firm that manages John Hancock International Growth Fund.

Absolute return investing: taking a more targeted approach

March 2014 | PDF

Head of Investments Leo M. Zerilli, CIMA, discusses the disrupting effects of volatility since 2000 and how absolute return strategies are providing an alternative for investors by pursuing more consistent positive returns, regardless of market environment.

Acquiring significant net new business through strategic messaging and branding

March 2017 | PDF

Financial advisors understand that there’s more to a personal brand than just a great visual identity. Your brand is about stewarding your business at every level and in every detail. Learn actionable ideas on how communicating your value through strategic messaging and branding can lead to more client interactions, referrals, and net new business by making some subtle tweaks to your personal brand.

Active share and mutual fund performance

May 2017 | PDF

The development of active share in the mid-2000s offered a potentially forward-looking view into a fund’s performance prospects and, as a result, it has become an increasingly popular metric for investors. Head of Investments Leo M. Zerilli, CIMA, discusses the definition and origin of active share and its benefits and limitations as a predictor of fund performance.

Advisor Insight: Fiduciary prudence in rising interest rates

January 2017 | PDF

Retirement plan sponsors face a unique challenge as interest rates continue to rise. In this commentary, C. Frederick Reish, Esq., of Drinker Biddle & Reath LLP, discusses the fiduciary implications of switching to bond portfolios that may be less susceptible to losses due to rising rates.

Alternative Asset Allocation Fund update

January 2016 | Conference Call Replay

John Hancock Asset Management’s Nathan W. Thooft, CFA, portfolio manager, John Hancock Alternative Asset Allocation Fund, shares his latest thinking on the risks and opportunities across a broad range of alternative asset classes and investment styles.