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A closer look at John Hancock Strategic Income Opportunities Fund

February 2018 | Video

VIDEO: Risk management is crucial, especially in today’s bond market. Senior Portfolio Manager Daniel S. Janis III describes how he and the team navigate the four distinct risks in fixed income to build a more all-weather portfolio.

Taking a disciplined, bottom-up approach to international equities

February 2018 | Video

VIDEO: Boston Partners’ Portfolio Manager Christopher K. Hart, CFA, describes how he and the team at John Hancock Disciplined Value International Fund seek to build an international equity portfolio that exhibits strong business fundamentals, positive business momentum, and attractive relative valuations. Each element of Boston Partners’ three-circles approach to investing is critical to the team’s bottom-up security selection and to the firm’s emphasis on consistency of stock portfolio construction.

A flexible approach to international equities, from large to small

February 2018 | Video

VIDEO: The ability to invest across the market capitalization spectrum, from small to mid to large caps, creates a broad opportunity set for an international equity portfolio manager. Boston Partners’ Portfolio Manager Christopher K. Hart, CFA, explains how he and his colleagues at John Hancock Disciplined Value International Fund employ a uniquely flexible approach to identifying bottom-up equity opportunities—one that can result in the fund varying its market cap exposure to fit different market environments. Chris also discusses how this market cap flexibility fits into Boston Partners’ three-circles approach to equity investing.

Growth stocks’ outperformance versus value may be on verge of ending

February 2018 | Video

VIDEO: International growth stocks and momentum strategies have enjoyed a long run of outperformance in recent years, but that trend may soon run its course, says Boston Partners Portfolio Manager Christopher K. Hart, CFA. Eventually, international stocks’ value characteristics are likely to regain favor as investors pay closer attention to equity valuations, earnings growth, and economic fundamentals. Chris and his colleagues at Boston Partners manage John Hancock Disciplined Value International Fund.

Bond market turbulence: putting the recent volatility in context

February 2018 | Video

VIDEO: Long-term yields have climbed steadily since the passage of tax reform in December 2017, and are up sharply in recent days. Daniel S. Janis III, senior portfolio manager for John Hancock Strategic Income Opportunities Fund, takes a closer look at what’s been driving that volatility and what may be in store for fixed-income investors over the near term.

European banks are still burdened by bad debt, despite economic gains

February 2018 | Video

VIDEO: Despite Europe’s economic recovery, the balance sheets of the Continent’s banks remain shaky relative to those of U.S. banks, says Boston Partners’ Portfolio Manager Christopher K. Hart, CFA. Chris and his colleagues at Boston Partners manage John Hancock Disciplined Value International Fund. The team doesn’t expect to see attractive opportunities in European banks broadly until the institutions deal with the bad debt on their balance sheets.

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.

Europe’s equity rally may be showing its age

February 2018 | Video

VIDEO: The potential for further equity market outperformance in Europe and the United Kingdom appears to be waning, now that those markets have responded positively to resurgent earnings growth and fundamental economic improvement, says Boston Partners’ Portfolio Manager Christopher K. Hart, CFA. With less potential upside in those markets, Japanese equities and emerging-market stocks appear to present a larger number of attractive opportunities for bottom-up stock selection. Chris and his colleagues at Boston Partners manage John Hancock Disciplined Value International Fund.

Late-cycle investing in financial service stocks

February 2018 | Video

VIDEO: As the bull market in credit, equity, and other risky assets continues to mature, Wellington Management Global Industry Analyst Andrew R. Heiskell explains the investment characteristics he’s pursuing at this advanced stage of the economic cycle. A seasoned long/short financials sector specialist, Andy and his colleagues at Wellington manage John Hancock Seaport Fund, a hedge fund approach employing long/short equity strategies that combine the insight and expertise of five distinct investment teams within a single portfolio.

Tech’s disruption of financial services’ status quo—the time has come

February 2018 | Video

VIDEO: As technological innovation continues to alter countless aspects of our everyday lives, Wellington Management Global Industry Analyst Andrew R. Heiskell explains how the fintech revolution has changed the way he evaluates stocks of financial services companies today. A seasoned long/short financials sector specialist, Andy and his colleagues at Wellington manage John Hancock Seaport Fund, a hedge fund approach employing long/short equity strategies that combine the insight and expertise of five distinct investment teams within a single portfolio.

Blockchain technology—a solution in search of a problem?

January 2018 | Video

VIDEO: With bitcoin capturing headlines as its volatile price swings up and down, Wellington Management Global Industry Analyst Andrew R. Heiskell opines on banks, blockchain, cryptocurrencies, and what might be next for the companies in the financial services sector. A seasoned long/short sector specialist, Andy and his colleagues at Wellington manage John Hancock Seaport Fund, a hedge fund approach employing long/short equity strategies that combine the insight and expertise of five distinct investment teams within a single portfolio.

Tax reform and U.S. financial service stocks in 2018

January 2018 | Video

VIDEO: Wellington Management Global Industry Analyst Andrew R. Heiskell addresses the 2017 Tax Cuts and Jobs Act and its implications for banks and other stocks across the U.S. financial services sector. A seasoned long/short sector specialist, Andy also walks through some of the potential second- and third-order effects of this legislation on the macroeconomic and market environment more broadly. Andy and his colleagues at Wellington manage John Hancock Seaport Fund, a hedge fund-of-funds approach employing a long/short strategy that combines the insight and expertise of five specialized investment teams in a single portfolio.

Expect heightened bond market volatility ahead

January 2018 | Video

VIDEO: Reports that China may soon consider paring back U.S. Treasury purchases sparked a flash of volatility in longer-dated bonds. Charles C. Tomes, senior investment analyst for John Hancock Asset Management’s global multi-sector fixed-income team, takes a closer look at the implications for fixed-income investors and discusses how his team is preparing to weather any future market turbulence.

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.

Macro environment factors driving asset prices and trading decisions

December 2017 | Video

VIDEO: John Hancock Asset Management Chief Economist Megan E. Greene unpacks the most crucial macro environment matters of the moment, each drawn from recent conversations with colleagues who manage client portfolios across asset classes. As relatively low interest rates, low inflation, and low aggregate demand continue to weigh on the global economy, find out how professional investors are responding—and what it means for their clients.

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