JHME News and Press, John Hancock Multifactor Energy From 06/09/22

2.3% dividend yield is expected to surge in 2023, estimated Fair Value of $96. Significant geo-diversified tier-one profile of assets, making it one of the largest producers of raw hydrocarbon fuels in North America. Mounting a stunning efficiency campaign that has seen a 50% redu...

Prior to Russia’s invasion of Ukraine, U.S. defense spending was already elevated for an environment without active conflict. Green or sustainable metals, such as copper, are poised to benefit as the backbone of the decarbonization story. The human suffering brought on by t...

If you are an investor and sell every time your perception of uncertainty rises, you will avoid risk, but you will also miss opportunities. Our heightened state of awareness about uncertainty has us focused on the negative outcomes, assuming the worst-case scenarios will be realized. ...

Commodity markets remain vulnerable to Russia-Ukraine developments. Tightness in several commodities means that markets are likely to be more sensitive to any supply shocks. Tightness in energy and some agricultural commodities is set to persist for the foreseeable future. Disrupt...

Energy and commodity companies are largely paid in U.S. dollars. Portfolios that focus on inflationary growth sectors are benefiting from high prices for copper, crude oil, natural gas, fertilizer, lithium, and other higher commodity prices. The median new home sales price is now ...

WES management executed superbly on the financial and operational fronts in the first quarter. The company continues to grow cash flow and repurchase units. At current prices, we believe WES units offer some of the best value in the midstream sector. For further details see:...

Central banks are facing a growth-inflation trade-off. Hiking interest rates too much risks triggering a recession, while not tightening enough risks causing runaway inflation. The Fed has made it clear it is ready to dampen growth. Implication: We are neutral developed market (DM) equiti...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

Plunges in sentiment like we are seeing right now only go this far during a recession. People don’t need the government to tell them we are in a recession to start feeling like we are in a recession. The unprecedented mountain of consumer debt leaves us far less resilient to wi...

The economic news emanating from Britain and the European Union is continuing to come in weak, as many European countries are expected to slip into a recession this year. While inflation may be ebbing in China and the U.S., inflation is still accelerating in Britain and the rest of Eu...