JHML News and Press, John Hancock Multifactor Large Cap From 02/04/24

2024-02-04 01:45:00 ET Summary Since early 2022, the FED lifted the federal funds rate by 5.25% to curb inflation, triggering speculation from pundits over the economic impact and future path of rate increases. Recently, the Fed noted that inflation has been tempered by restrictiv...

2024-02-03 00:17:00 ET Summary The rise of the Magnificent Seven marks a shift in the type of company that grows to become a mega cap. Index methodology that requires a history of profitability would make these companies ineligible for index inclusion. Some of the top performi...

2024-01-31 04:28:00 ET Summary In Russell Investments’ factor portfolios, the Global Large Cap Growth, Momentum and Size factors outperformed the MSCI All-Country World Index during Q4, while the Global Large Cap Value and Low Volatility factors underperformed the index. The Gl...

2024-01-31 02:00:00 ET Summary If the Fed does happen to break something and the economy grinds to a halt, it can respond very quickly. We believe growth of 2.5% is very doable in the 2020s. Healthcare companies are fast becoming data companies. In their first walk o...

2024-01-30 11:20:00 ET Summary With all the talk of soft landing for the US economy in the media in recent weeks, we half expected to find the odds of a recession for the US economy had continued to recede over the past six weeks. After bottoming at 67% in the period from mid-Nove...

2024-01-30 03:20:00 ET Summary In my opinion, the border and the US labor force are paramount political issues in 2024. The current longevity and depth of the yield curve inversion is not atypical of the inversions that have preceded all recessions in the post-war period. The ...

2024-01-26 21:06:00 ET Summary For the perennial recession forecasters, the 3.3% rise in output in Q4 was the latest blow to ongoing warnings that trouble is just around the corner. Last year was yet another master class of showing the power of ensemble models that carefully draw ...

2024-01-25 02:18:00 ET Summary There will be a lot of firsts for the economic history books if this business cycle can survive a labor market slowdown, 525 basis points (bps) of rate hikes and an extremely inverted U.S. Treasury yield curve. But the dovish shift from the U.S. Federal ...

2024-01-25 00:10:00 ET Summary Strong growth doesn't cause inflation, and reducing inflation doesn't require a recession. Inflation is the result of an imbalance in the supply and the demand for money. Bringing down inflation requires that the Fed address this imbalance, typically...

2024-01-23 12:22:00 ET Summary The resilience of the US economy in 2023 was a surprise for some economists. An intriguing explanation for why many recession models failed last year: resiliency in residential construction payrolls. Sliding employment in the housing construction...