Sign up to receive email when new content is added to Insights & Commentary. Already subscribed? Manage your subscriptions here.
Market Intelligence
Sort 153 Results: Most Popular | Most Recent | A-Z

Discussing fees with your clients

June 2017 | PDF

As an advisor, you typically add value to your clients that goes well beyond managing investments. But how well do you communicate your level of personal value in relation to fees? Learn actionable ideas on how to articulate your expertise, be confident in how you set and address fees, and understand how your personal brand can attract new business and grow assets under management.

Global Absolute Return Strategies Fund monthly update

June 2017 | Conference Call Replay

K. Stuart Peskin, CFA, 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.

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.

Avoiding another taper tantrum: why a cautious stance on agency MBS may be warranted

June 2017 | PDF

The U.S. Federal Reserve is the single largest buyer of agency mortgage-backed securities in the market today. We take a closer look at what could happen when that trend changes course.

Weekly Market Recap

May 2017 |

A summary of key market data and headlines and a look ahead into next week.

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.

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.

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.

Seaport Fund update

April 2017 | Conference Call Replay

Wellington Management’s Jason A. Horowitz shares an update on John Hancock Seaport Fund (Class I: JSFDX) and the outlook for long/short equity investing.

Strategic Income Opportunities Fund monthly update

April 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.

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.