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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.

Disciplined Value Fund quarterly update

May 2017 | Conference Call Replay

David J. Pyle, CFA, portfolio manager at Boston Partners, shared his latest thoughts on John Hancock Disciplined Value Fund and the broader market environment.

Where strategic beta and active management can add the most value

May 2017 |

New research identifies the equity categories where outperformance among top actively managed and strategic beta approaches has been the most substantial. Head of Investments Leo M. Zerilli, CIMA, explores the implications for the active versus passive debate and the growing use of strategic beta.

Market Intelligence Call Replay

April 2017 | Conference Call Replay

Head of Investment Research Emily R. Roland, CIMA, and Senior Capital Markets Research Analyst Matthew D. Miskin will walk through the findings of our research and discuss what our network of asset managers is saying about the outlook for the global economy and markets.

Global Market Outlook

April 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. Bob and his asset allocation colleagues manage our three suites of target-date funds for retirement investors.

How ETF strategists are employing strategic beta in model portfolios

April 2017 | PDF

This paper includes profiles of strategists who are employing strategic beta ETFs in different ways—along with our views on each approach.

International Growth Fund monthly update

April 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.

Four reasons we remain bullish on regional banks

February 2017 | PDF

After enduring a challenging path since the financial crisis, U.S. banks appear primed to outperform following an extended period of low interest rates. In the attached Viewpoints commentary, John Hancock Asset Management's, Lisa A. Welch details why the confluence of a rising interest-rate environment, attractive fundamentals, and continued industry consolidation makes U.S. bank stocks a very attractive investment opportunity in 2017.

Attracting clients through ESG and sustainable investing

February 2017 | PDF

The rapid growth of environmental, social, and governance (ESG) investing reflects rising demand from investors for values-based approaches and poses challenges for advisors wishing to attract and retain these clients. Todd J. Cassler, President of Institutional Distribution, outlines simple steps that advisors can take to speak intelligently about ESG, provide credible ESG investment alternatives, and position their practices to better address growing client demand for ESG investing.

Disciplined Value Fund quarterly update

January 2017 | Conference Call Replay

Mark E. Donovan, CFA, co-chief executive officer and portfolio manager at Boston Partners, shared his latest thoughts on John Hancock Disciplined Value Fund and the broader market environment.

Are central banks doing more harm than good?

November 2016 | Video

VIDEO: John Hancock Asset Management’s Chief Economist Megan E. Greene explains how negative interest rates are coming up short, and why central banks are not out of policy options yet.

Brexit’s biggest risk is political

November 2016 | Video

VIDEO: Copycat moves to exit the European Union remain the biggest risk to emerge from the United Kingdom’s Brexit vote, says John Hancock Asset Management’s Chief Economist Megan E. Greene.

Central bank balance sheets not likely to shrink anytime soon

November 2016 | Video

VIDEO: John Hancock Asset Management’s Chief Economist Megan E. Greene explains why bloated central bank balance sheets may not shrink in our lifetime.

This time actually is different

November 2016 | Video

VIDEO: John Hancock Asset Management’s Chief Economist Megan E. Greene explains why economic rulebooks may need to be reconsidered in today’s environment of oversupply.

Why reports on the death of active management might be premature

November 2016 | Video

VIDEO: The bull market since the financial crisis has created an ideal climate for passive investing, but the long-term outlook for active investing remains very positive, says Emory W. (Sandy) Sanders, Jr., CFA, senior portfolio manager of John Hancock Fundamental Large Cap Core Fund.

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