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How to defuse one volatile market with another

May 2018 | Video

VIDEO: Fight market volatility with more volatility? The 2018 VIX spike unnerved many market participants, but it also presented opportunities for absolute return managers to match long volatility positions in one market against short volatility positions in another. Adam C. Rudd, CFA, investment director at Standard Life Investments, manager of John Hancock Global Absolute Return Strategies Fund, explains his pairing of comparatively concentrated and cyclical investments with those more diversified and defensive.

Global Absolute Return Strategies Fund quarterly update

April 2018 | Conference Call Replay

Neil Richardson, Investment Director at Standard Life Investments, shares his latest thoughts on the market environment and how those views are reflected within John Hancock Global Absolute Return Strategies Fund.

Market Intelligence Call Replay

April 2018 | Conference Call Replay

Market Strategist Matthew D. Miskin, CFA walks 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 2018 | 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.

Market Intelligence | The latest thinking from our asset management network

April 2018 | PDF

Our multimanager approach to investing provides us with a unique advantage: the ability to leverage the very best market insight from our diverse asset management network. Our dedicated in-house research team analyzes and evaluates those views to develop our 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.

Can history teach us anything about today’s trade tensions?

April 2018 | Video

VIDEO: The Great Depression’s Smoot-Hawley tariffs and the history of empires rising and falling are instructive for anyone wishing to better understand today’s rising trade tensions, says Megan E. Greene, chief economist with John Hancock Asset Management. Megan examines the lessons that may be drawn from history as the U.S. and China engage in retaliatory threats that are triggering financial market volatility and could envelop the world’s great economic powers in a trade war.

The risks of using tariffs to rein in America’s current account deficit

April 2018 | Video

VIDEO: Attempts to reduce or reverse the United States’ current account deficit by imposing trade tariffs could create unnecessary risks and do more harm than good to the broader economy, says Megan E. Greene, chief economist with John Hancock Asset Management. Megan examines the domestic policies that drive America’s current account deficit—independent of trade—and discusses why any approach that alleges unfairness on the part of U.S. trading partners may be misdirected. What’s more, it’s unclear whether an account deficit should be considered a sign of economic weakness, she says.

Trade tensions rising—where we go from here

April 2018 | Video

VIDEO: As the U.S. and China ratchet up plans to impose tariffs, market volatility has skyrocketed. Megan E. Greene, chief economist with John Hancock Asset Management, puts the trade tensions in context and explains where the world’s two largest economies are likely to go from here. She outlines retaliatory options that China could eventually consider if the dispute escalates, including devaluing its currency and trimming its purchases of U.S. Treasury bonds—moves that could have negative implications for the broader economy and the U.S. government’s fiscal health.

Equity long/short as a core allocation

March 2018 | PDF

Long/short strategies are likely to become a more integral part of the average investor’s mainstream equity allocation and less of an esoteric outlier. Keith H. Van Etten, CAIA, CFP, CIMA, founder of Van Etten Consulting, explains why.

Making sense of recent volatility

February 2018 | Conference Call Replay

With recent volatility in the market, our experts offer their perspective and outlook on the risks and opportunities going forward. Robert M. Boyda, co-head of global asset allocation at John Hancock Asset Management, Jeffrey N. Given, CFA, senior portfolio manager at John Hancock Asset Management, and Jason Horowitz, investment director at Wellington Management, weigh in on the recent market turbulence.

Volatility spikes, but earnings steam ahead

February 2018 | Video

VIDEO: Although the market pullback of recent days may feel severe, it is not out of the ordinary for intrayear market declines. The largest peak-to-trough decline in 2017 was only 3%—an unusually mild drawdown that was well below the long-term average intrayear market decline of roughly 10%. With a 2018 outlook for double-digit earnings growth driven by rising corporate revenues rather than expense cuts and share buybacks, attractive investment opportunities may not be hard to find in the near term.

Why investors need to think harder about the risk/return trade-off now

January 2018 | Video

VIDEO: Standard Life Investments’ Multi-Asset Investment Specialist Daniel Mottram discusses how to think about the risk/return trade-off as an extended market cycle continues to mature. Investors will have to think harder about how they try to generate returns and control risks within their portfolios. If relatively low interest rates, low inflation, and low aggregate demand continue to weigh on the global economy’s longer-term growth prospects, see why relative value positions and directional currency strategies may provide a measure of relief, even in an era of lower expected returns across global credit and equity markets.

What’s next for the Fed’s balance sheet

June 2017 | Conference Call Replay

With tight valuations in the mortgage market, how the Fed decides to pare back its $1.8 trillion in agency MBS debt will have big implications for the bond market. Jeffrey N. Given, CFA, senior portfolio manager at John Hancock Asset Management, weighs the implications in this replay.

Why risk management grows more crucial as investors retire

June 2017 | PDF

As a portfolio transitions from the accumulation phase to the distribution phase, the magnitude and timing of market volatility matter much more. Keith H. Van Etten of Van Etten Consulting explains why risk management becomes indispensable as retirement approaches.

Why alternative investments may matter more than ever before

May 2017 | PDF

If the essence of investing resides in risk management, then maintaining a meaningful allocation to alternatives makes sense—especially now. Head of Investments Leo M. Zerilli, CIMA, explains why.