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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.

Multimanager target-date funds aim for better risk-adjusted results

April 2018 | Video

VIDEO: An open-architecture target-date fund construction process yields an additional dimension of diversification, says John Hancock Asset Management (JHAM) Portfolio Manager Robert E. Sykes, CFA. Always wary of the perils embedded in manager concentration risk, Rob and his colleagues on JHAM’s global asset allocation team oversee three different suites of multimanager target-date funds, including John Hancock Multimanager Lifetime Portfolios.

Reducing longevity risk and market risk with two different glide paths

April 2018 | Video

VIDEO: Guarding against longevity risk—the risk of outliving your money—is among the biggest risks retirement savers must face. Market risk is yet another. John Hancock Asset Management’s (JHAM’s) Portfolio Manager Robert E. Sykes, CFA, outlines the two distinct equity glide paths his team designed for plan sponsors with competing target-date fund investor needs to address. Rob and his colleagues on JHAM’s global asset allocation team oversee three different suites of multimanager target-date funds, including John Hancock Multimanager Lifetime Portfolios.

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.

How alternative investments help us manage this mature market cycle

April 2018 | Video

VIDEO: If equity valuations have been bid up too high and bond yields remain too low, is there a third way for asset allocators? John Hancock Asset Management (JHAM) Portfolio Manager Robert E. Sykes, CFA, argues alternative investments play an important role in most macroeconomic environments—but particularly those marked by the maturing market cycle we’re observing right now. Rob and his colleagues on JHAM’s global asset allocation team oversee three different suites of multimanager target-date funds, including John Hancock Multimanager Lifetime Portfolios.

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.

A closer look at John Hancock Value Equity Fund

March 2018 | Video

VIDEO: John Hancock Value Equity Fund seeks to identify undervalued companies that offer a higher dividend yield than the broad U.S. equity market. Portfolio Manager Mark Giambrone outlines his investment philosophy and why he believes the fund’s approach to value stock investing offers benchmark-beating potential over time.

Value perspective: the underappreciated opportunity in Sallie Mae

March 2018 | Video

VIDEO: Portfolio Manager Mark Giambrone describes how the stock of Sallie Mae exemplifies his value investment philosophy. Given the long-term prospects of this company’s market-leading franchise and the credit features particular to student-lending stocks, Mark offers an estimate of Sallie Mae’s stock performance potential.

We favor emerging-market equity—and fear developed-market global bonds

March 2018 | Video

VIDEO: John Hancock Asset Management (JHAM) Portfolio Manager Robert E. Sykes, CFA, weighs in on his favorite—and least favorite—asset classes right now. Rob and his colleagues on JHAM’s global asset allocation team oversee three different suites of multimanager target-date funds, including John Hancock Multimanager Lifetime Portfolios.

Value equity update: unique opportunities, unique concerns

March 2018 | Video

VIDEO: In the wake of recent volatility, value opportunities have proliferated in select areas of the U.S. equity market, according to Mark Giambrone, portfolio manager of John Hancock Value Equity Fund. Mark contrasts areas where the markets appear to him to be overvalued—among the so-called FAANG and RUST stocks—with areas that he believes offer more compelling opportunities for investors.

A closer look at Fed policy, foreign demand, and the shape of the yield curve

March 2018 | Video

VIDEO: With the yield curve today flatter than normal, some investors are wondering whether there’s a danger that short-term rates could rise faster than longer-term rates—and what that would mean for the economy. Senior Portfolio Manager Howard C. Greene takes a closer look at what’s been driving changes in yields at both ends of the curve.

Understanding the difference between good and bad inflation

March 2018 | Video

VIDEO: With inflation expectations and longer-term yields both on the rise, should investors start positioning their portfolios more defensively? Senior Portfolio Manager Howard C. Greene breaks down the different factors pressuring long-dated yields and makes the case for taking a more selective approach to today’s bond markets.

Will higher mortgage rates derail the housing market?

March 2018 | Video

VIDEO: For several years, a solid housing market has served as the bedrock of the U.S. economic recovery. But with long-term rates pushing mortgages higher, some investors are growing concerned about whether housing’s upward trajectory can last. Senior Portfolio Manager Howard C. Greene takes a closer look at the forces in play.

Don’t lose sleep over tariffs and trade wars

March 2018 | Video

VIDEO: The recent push by the White House to levy punitive tariffs on global trading partners—as well as the talk of starting a trade war by President Trump—is unlikely to derail the U.S. economy, according to Emory W. (Sandy) Sanders, Jr., CFA, senior portfolio manager of John Hancock Fundamental Large Cap Core Fund. In the big picture of economic conditions today, Sandy believes that a strong U.S. consumer, a rising housing market, and a robust financial system should far outweigh any negative impact from tariffs and trade tensions.

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