Viewpoints

Sign up to receive email when new content is added to Insights & Commentary. Already subscribed? Manage your subscriptions here.
Market Intelligence
Sort 42 Results: Most Popular | Most Recent | A-Z

Strategic Income Opportunities Fund monthly update

March 2017 | Conference Call Replay

The management team from John Hancock Asset Management hosts a discussion of the fund’s current strategy, the global fixed-income markets, and the management team’s outlook for the months ahead.

Market Intelligence Call Replay

January 2017 | Conference Call Replay

Head of Investment Research Emily R. Roland, CIMA, walks through the findings of our research and discusses what our network of asset managers and researchers is saying about the outlook for the global economy and markets.

Global Market Outlook

January 2017 | PDF

John Hancock Asset Management's Chief Economist Megan E. Greene and Co-Head of Global Asset Allocation Robert M. Boyda share their views on the global economy and the opportunities ahead.

Market Intelligence | The latest thinking from our asset management network

January 2017 | PDF

Our multimanager approach to investing provides our dedicated research team with a unique advantage: the ability to leverage the very best market insight from our diverse asset management network. Research is vetted and debated to develop our 12- to 18-month outlook for a range of asset classes. The result is Market Intelligence, an award-winning review of the investment landscape—and now an interactive app for your iPad.

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.

ESG investing: a better way to know your borrowers

December 2016 | PDF

The remarkable growth of environmental, social, and governance (ESG) investing in recent years has been driven in no small part by investors’ desire to better align their portfolios with their personal values. But ESG investing is far more than a values-oriented investment style. Jeffrey Glenn, CFA, co-head of portfolio management at Breckinridge Capital Advisors, shows how ESG investing actually represents a more holistic approach to traditional credit analysis.

Finding the best income opportunities in a challenging market

November 2016 | Video

VIDEO: There are ample opportunities for active bond managers despite the challenges of today’s interest rate environment, says Daniel S. Janis III, senior portfolio manager at John Hancock Asset Management. See which segments hold the most promise.

Opportunities in high yield and emerging markets require a selective approach

November 2016 | Video

VIDEO: High yield and emerging markets have posted solid gains in 2016. Daniel S. Janis III, senior portfolio manager at John Hancock Asset Management, examines what’s needed to sustain those rallies.

The Fed is still on track for a December rate hike

November 2016 | Video

VIDEO: The U.S. Federal Reserve has been pushing for a December rate hike for several months. Daniel S. Janis III, senior portfolio manager at John Hancock Asset Management, weighs the likelihood of a policy move.

U.S. dollar likely to strengthen in 2017

November 2016 | Video

VIDEO: The U.S. dollar should record continued gains in 2017, says Daniel S. Janis III, senior portfolio manager at John Hancock Asset Management. See what the implications are for bond investors.

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.

Navigating the new normal: fixed-income investing in a world of mounting risks

November 2016 | PDF

With anemic yields the norm, fixed-income investors everywhere are facing similar challenges. A global multi-sector approach can help, but only if actively managed currency exposures are part of the mix, says Daniel S. Janis III and the team at John Hancock Asset Management.

Don’t count on higher rates until consumer confidence returns

November 2016 | Video

VIDEO: John Hancock Asset Management’s Howard C. Greene, CFA, unpacks the paradox of thrift at work in today’s market and how an economy stuck in second gear is keeping a ceiling on interest rates.

Why investor confidence in central banks is waning

October 2016 | Video

VIDEO: John Hancock Asset Management’s Howard C. Greene, CFA, discusses why the Fed is likely to keep rates lower for longer, and how the global experiment with negative rates may end up marking the end of an era.

Securitized debt: a lifeline for investors drowning in negative rates

September 2016 | PDF

For investors drowning in a sea of negative rates, the securitized debt market offers a lifeline: limited credit risk, low interest-rate sensitivity, and attractive income potential. Stone Harbor Investment Partners’ Roger M. Lavan, CFA, takes a closer look at the benefits.

Version 18.3.25.1