JHML News and Press, John Hancock Multifactor Large Cap From 09/26/21

It seems clear at this point that GDP estimates have been too high. The similarities seem to be more strongly correlated with the 2018 economic and earnings cycle. If history plays out again, earnings should begin showing signs of weakness, setting up the market for a 2018-like fi...

For much of the time since the Fed first took action to shore up the economy after the pandemic started, the timeline for lifting off the current zero lower bound Fed funds target has been 2023. Now, however, a full half of the FOMC members expect that rates will begin to go up in 202...

Consumers are experiencing inflation at the pump and the grocery store while businesses are feeling pressure from supply chain bottlenecks and rising input costs. For investors, the best thing to do is to try to inoculate the portfolio against those higher inflation readings. The firs...

For weeks now, the Fed has been prepping the market for “taper talk”. Currently, bullish sentiment remains high, global liquidity flows are strong, and stock buybacks are at a record. Once the Fed begins to hike rates or yield curves start to invert, the time to beco...

We have recently seen the 200+ point pullback for which I have been waiting. The action this coming week will tell us if that is all the pullback we see, of if there is one more 200+ point pullback to come. I believe we are setting up to rally to 4900SPX next, which will likely be...

Yields and Dollar likely to break out. Commodities exhibit near-term weakness. Market breadth erosion and complacency in volatility are worrisome. Broken trends and seasonality help set this rally up as a bull trap. For further details see: Bull Trap - Commodities, D...

The Fed is going to cut down its bond buying at some point in all likelihood. A good strategy now, if you own bonds in your portfolios, is to sell some now, before yields go up, and prices go down. "Do not invest in China." For further details see: The Holmes Association...

The latest week was dominated by the market's focus on the meeting of the Federal Open Market Committee of the Board of Governors of the Federal Reserve. The week began under the gloom coming out of China, but the FOMC met on Tuesday and Wednesday and dominated the movement in the mar...

It was a rather glaring warning. Yet it was, of course, taken as just another buying opportunity – a rather easy one at that. It seems to only get easier. The more markets rallied, the louder the bulls scoffed at the notion of Evergrande impacting systemic stability. Risk p...

It is good news that monetary authorities no longer believe that extraordinary measures are needed to support their economies. We continue to favor investing in value stocks tied to global economic growth and technology companies riding the wave of digitalization. Companies hurt b...