Sign up to receive email when new content is added to Insights & Commentary. Already subscribed? Manage your subscriptions here.
Market Intelligence
Sort 35 Results: Most Popular | Most Recent | A-Z

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.

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.

As market volatility rises, asset returns fall—but not all

November 2016 | PDF

Correlations have been unstable and trending higher in recent years, reducing the effectiveness of conventional asset allocation. What can investors do? One answer lies outside traditional investment territory, says Keith H. Van Etten, CAIA, CFP, CIMA, founder of Van Etten Consulting.

Where advisors are finding value and performance with ETFs

November 2016 | PDF

The debate over whether investors should use active or passive strategies in their portfolios has generated many opinions but few definitive conclusions—until now. In this piece, John P. Bryson, head of investment consulting, and Michael L. Stephens, CFA, CAIA, portfolio consultant at John Hancock Investments, examine the evidence, which suggests more advisors are blending active and passive approaches together.

Postelection roundup: watch for heightened turbulence and long-term buying opportunities

November 2016 | PDF

The surprise presidential election result in the United States raises a number of questions for investors. Five portfolio managers from John Hancock Asset Management offer their initial reactions.

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.

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.

Equity long/short as a core allocation

September 2016 | 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.

Investing in gold: diversifier or dead weight?

May 2016 | PDF

Investing in gold generates no yield and lays no claim on corporate profits; however, a little gold may go a long way toward improving portfolio diversification. John Hancock Alternative Asset Allocation Fund’s Nathan W. Thooft, CFA, co-head of global asset allocation at John Hancock Asset Management, explains why.

Growing pains: why elevated volatility in healthcare shares shouldn’t last

March 2016 | PDF

Broadly speaking, healthcare stocks have been under increased selling pressure recently, despite solid fundamentals and sensible valuations. Wellington Management’s Jean M. Hynes, CFA, shares how her team is seeking to capitalize on opportunities created by the short-term price disruption in biopharmaceuticals, medical technology, and healthcare service stocks.

Volatility is back, but there is no recession on the horizon—yet

January 2016 | PDF

The slump in energy prices and weakness in China had U.S. equity investors looking for the exits in January. While our network expects heightened volatility, the economic outlook still calls for slow growth.

Bond market liquidity: putting the risks in context

January 2016 | PDF

Mounting regulation combined with banks' mission to deleverage and boost their capital positions has created new liquidity concerns in the bond markets. The management team behind John Hancock Strategic Income Opportunities Fund takes a closer look at the risks.

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.

Look past today’s China-inspired volatility

January 2016 | PDF

The opening days of the New Year gave investors quite a beating, with headlines dominated by Chinese equities, Iran-Saudi Arabia relations, and the resurrection of national borders within Europe. These three themes will be with us for some time, and we expect they’ll continue to fuel market volatility throughout the course of 2016—but they shouldn’t alter an investor’s long-term financial plan.

Liftoff at last

December 2015 | PDF

After seven years of near-zero interest rates, the U.S. Federal Reserve (Fed) finally took the first step in beginning to normalize monetary policy. But actually pushing rates higher will be no easy feat, and determining the pace of future rate increases may be even more difficult and contentious for the Fed. John Hancock Asset Management’s Chief Economist Megan E. Greene breaks down the implications for the bond markets and interest rates and outlines the consequences for the broader economy of a Fed misstep.