March 11, 2025
U.S. stocks falter, overseas stocks rally: start of a tectonic shift?
Last week's outperformance by non-U.S. stocks has many investors wondering if a new market trend has begun.
Matthew D. Miskin, CFA
Co-Chief Investment Strategist
Matt is responsible for developing and delivering timely market and economic insight to financial advisors and institutional investors across the United States. He co-authors Manulife John Hancock Investments' flagship quarterly market outlook publication, Market Intelligence, which combines insight from the firm’s global network of asset managers, independent research firms, broker-dealers, and banks with bottom-up fundamental and macroeconomic analysis.
Matt has been featured on CNBC, Bloomberg TV, and Bloomberg Radio, and he’s quoted frequently in the financial press, including the Wall Street Journal, Barron’s, and MarketWatch. Prior to joining the firm in 2014, Matt was a manager due diligence analyst at LPL Financial, where he was responsible for manager and asset allocation changes related to the firm’s recommended list and discretionary models. He earned an M.B.A. from Babson College, a B.S. in Finance from Elon University, and holds the Chartered Financial Analyst designation.
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Media interviews
- "There is plenty of scope for the Fed to continue easing," CNBC, 1/16/25.
- "Inflation data is on the radar," Reuters News Room, 10/8/24.
- "Here's why market rotation is the name of the game," Yahoo Finance, 1/30/25.
- "Uncertainty about Fed decision," Bloomberg Surveillance, 1/17/25.
- "Key Bond Yield Curve Turns Positive on Recession Fears," NewsMax (included in article), 8/5/24.
Areas of expertise
- Matt provides analysis on markets, asset allocation, portfolio implementation, and risk management to financial advisors and institutional investors.
- At Manulife John Hancock Investments, his primary focus is leading the development of our flagship market outlook, Market Intelligence.
- In January 2025, Matt and his co-chief investment strategist, Emily R. Roland, CIMA, published the first alternative edition of Market Intelligence, which provides an overview of the growing alternatives market.
Market Intelligence
For over a decade, Market Intelligence has highlighted the market and economic themes that are top of mind for investors. We've expanded our resources and are now providing even more insight into our network's most compelling investment ideas for clients today.
Insight from Matt Miskin
February 3, 2025
Tariffs and trade: three investment takeaways in the conflict’s opening round
The onset of the United States' tariffs against Canada, Mexico, and China produced a highly fluid situation and elevated market volatility. Investors may wish to consider three current market dynamics and avoid overreacting to the back-and-forth of the daily news cycle.
December 13, 2024
2025 outlook—resist turning up the volume
2024 was a great year for markets. Will that winning streak continue? Our market strategists share their market outlook for the year ahead.