JHMH News and Press, John Hancock Multifactor Healthcare From 03/17/22

The XBI biotech index peaked early last year, and it's now back to where it was in April of 2020. The biopharma stocks got powerfully inflated during 2020 by the pandemic. The biotech stocks are going to need some good news to get moving again. For further details see: B...

Inflation and its implications for real economic growth are the main portfolio positioning consideration of the conflict in Ukraine. On the 8th of March, the U.S. sanctioned Russian energy imports, giving companies 45 days to comply. Higher commodity prices are not the only factor...

The pandemic has demonstrated how drugmakers can quickly and effectively harness medical innovations. Advances in genetic sequencing underpin many advancements in life sciences, and the sequencing of millions of DNA codes has become cheaper and easier. Given the remarkable groundb...

Almost every commodity rose in prices last week, as did the dollar. Those two factors - rising dollar and rising commodity prices - mean the likelihood of recession in the coming year has risen significantly in just the last week. There was considerable volatility in stocks last week,...

We think that the inflection point is now. The past 18 months have accelerated the use of technology both on the consumer and business side - whether it’s in e-commerce, digital banking, or clean energy. Companies that do not have sunk capital in legacy business models are ofte...

BME is highly concentrated on large caps, but it is yet to recover from the pandemic. It has low dividend yield, thus not suitable for income-seeking investors. Short- and medium-term returns are low when compared with its peers. For further details see: BME: High Concen...

Russia’s invasion of Ukraine, the biggest conventional military attack in Europe since World War II, has wide-ranging implications for economies and markets around the world. Disruptions from this war and the higher energy prices that result could significantly dampen Europe&#x...

During COVID-19 pandemics trade in pharmaceutical products significantly increased despite a considerable drop in international trade as a whole. World exports of pharmaceuticals are geographically concentrated, which can be attributed to the spatial distribution of the largest pharma...

The goal of the DDM is to quickly and easily utilize available resources of an asset to understand what the intrinsic value of that asset is based on certain market and company expectations. If the required return component of the equation rises without expectations of higher company ...

The anticipated end of the pandemic causes volatility because a transition phase will be priced as a new rotation from, for example, defensive staples to healthcare. Healthcare ETFs can add a defense to a portfolio that is overweight cyclicals, energy, and financials. US Airlines ...