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Posts From John Hancock

Designing an effective feedback loop

Designing an effective feedback loop

🕔09:06, 1.May 2020

In the fifth and final part of our series on how human behavior can affect investment decisions, we’ll examine the performance review session, including techniques to promote deliberate process improvement as well as make the session more engaging for clients.

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Three things to know about ETF premiums and discounts

Three things to know about ETF premiums and discounts

🕔11:51, 8.Apr 2020

During the recent market volatility, we’ve received questions about premiums and discounts in exchange-traded funds (ETFs), particularly bond ETFs. Our take is that the recent market dislocations amount to another “stress test” that ETFs have so far been passing with

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Taking Stock of Farmland Cash Yields: a Comparative Analysis

Taking Stock of Farmland Cash Yields: a Comparative Analysis

🕔18:19, 14.Oct 2019

Institutional investors seek to diversify their multi-asset portfolios by acquiring real assets such as farmland, timberland and commercial real estate. Farmland’s strong cash yield is a significant benefit that could provide stability in today’s environment of market volatility. Historical comparative

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Do high-conviction active strategies perform better?

Do high-conviction active strategies perform better?

🕔10:29, 9.Oct 2019

Our latest research reveals that when looking for outperforming managers, it’s generally helpful to look for active strategies with above-average active share and below-average turnover.  Our previous research helped investors and financial advisors develop a framework for equity allocation and

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Are low-volatility strategies just value investing in disguise?

Are low-volatility strategies just value investing in disguise?

🕔18:06, 26.Sep 2019

Exchange-traded funds (ETFs) focused on low-volatility stocks have been popular with investors worried about global economic uncertainty and equity valuations. Yet it’s important for investors to understand exactly what they’re getting—and not getting—with low-volatility strategies.

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What is thematic investing?

What is thematic investing?

🕔14:59, 22.Aug 2019

The trends that change the world should change our investments. That’s the view taken by Pictet Asset Management, a global leader in thematic investing and manager of John Hancock Global Thematic Opportunities Fund. Despite their hopes to build strong long-term

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Tinkering with trade introduces unintended risks for investors

Tinkering with trade introduces unintended risks for investors

🕔01:02, 12.Aug 2018

We’ve been both wrong and right about the timing of certain U.S. policy developments in recent months. On the one hand, we expected to see a tax bill signed into legislation sometime in 2018, but that transpired shortly before the

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Tinkering with trade introduces unintended risks for investors

Tinkering with trade introduces unintended risks for investors

🕔01:02, 12.Aug 2018

We’ve been both wrong and right about the timing of certain U.S. policy developments in recent months. On the one hand, we expected to see a tax bill signed into legislation sometime in 2018, but that transpired shortly before the

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Sustainable results: best practices for ESG manager research and oversight

Sustainable results: best practices for ESG manager research and oversight

🕔01:02, 19.Nov 2017

Key takeaways Our due diligence in the ESG space draws on our decades of multimanager research and oversight, but with a specialized focus on best practices in ESG investing. We gauge a firm’s ESG commitment and likelihood of success in

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Can central banks reverse course concurrently?

Can central banks reverse course concurrently?

🕔01:02, 19.Nov 2017

Global Market Outlook Key takeaways After years of extremely accommodative monetary policy, global central banks seem poised to shift the stimulative burden over to governments—a transition with real risks. Among developed countries, the U.S. government seems most likely to step

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Is now the time for baby boomers to put their retirement assets at risk?

Is now the time for baby boomers to put their retirement assets at risk?

🕔01:02, 19.Nov 2017

Viewpoint At the top of every equity market cycle, some prognosticator invariably claims “this time it’s different,” helping foster pro-risk behavior and a false sense of security at precisely the wrong time. Throughout history, investors have suffered for being lulled

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Market Intelligence Book

Market Intelligence Book

🕔01:02, 19.Nov 2017

The Latest Thinking From Our Asset Management Network Key macro themes Corporate fundamentals supportive Earnings have rebounded in developed and emerging markets, with revenue growth resulting from bottom-up drivers as central banks step back. See pages 10–11, 16–17 Global growth

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Four reasons to consider small- and mid-cap international stocks for active allocations

Four reasons to consider small- and mid-cap international stocks for active allocations

🕔01:02, 24.Sep 2017

The year 2017 may mark a turning point for international equities. Stocks of non-U.S. companies are outperforming U.S. benchmarks for the first time this cycle, and asset flows are following suit. There are a number of reasons for this shift.

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Debt or equity? In emerging economies, it’s been a tale of two markets

Debt or equity? In emerging economies, it’s been a tale of two markets

🕔01:02, 24.Sep 2017

Viewpoints With more than half of 2017 now in the books, it has in many ways been a year of two competing forces: On one side, fundamentals throughout the global economy have been quietly, steadily improving, with data in the

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Low growth, low inflation, and low rates—here to stay

Low growth, low inflation, and low rates—here to stay

🕔13:02, 17.Aug 2017

Global Market Outlook Potential GDP growth rates remain steady but uninspiring: We view the United States as a 2% growth economy, with the eurozone at roughly 1.5% and Japan around 1%. Business sentiment has been buoyant in recent months, but the hard

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Why risk management grows more crucial as investors retire

Why risk management grows more crucial as investors retire

🕔13:02, 17.Aug 2017

Viewpoints A bear market is no reason for investors in the prime accumulation phase of life to fret. Instead, a drawdown period represents a precious gift, particularly for those in the earlier years of accumulation. When cash is regularly flowing

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Why alternative investments may matter more than ever before

Why alternative investments may matter more than ever before

🕔01:02, 6.Jul 2017

Avoiding another taper tantrum: why a cautious stance on agency MBS may be warranted There’s been a good deal of speculation in the press lately about when and how the U.S. Federal Reserve (Fed) might start to unwind the $4.4

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Why alternative investments may matter more than ever before

Why alternative investments may matter more than ever before

🕔01:02, 21.May 2017

The S&P 500 Index lost 37% in 2008, an experience most market participants found hard to forget. Alternative investments—many of which are designed to manage risk—enjoyed an extensive post-crisis period of net inflows, as many investors remained wary of equities.

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Where strategic beta and active management can add the most value

Where strategic beta and active management can add the most value

🕔01:02, 21.May 2017

Key takeaways Investment results at the equity category level reveal distinct performance differences among actively managed, passive, and strategic beta approaches. Careful analysis of these differences can provide a useful resource for assessing which investment approach may offer the greatest

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Secular stagnation—not dead yet

Secular stagnation—not dead yet

🕔01:02, 23.Apr 2017

Global Market Outlook Q2  Investors have become more bullish about economic growth, inflation, and interest-rate projections, but we think the anticipated magnitude and timing of this upturn is too optimistic. The new U.S. administration is making some of its policy priorities clearer,

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