August 5, 2024
Our network’s most compelling investment ideas for clients today
Visualizing the most important market and economic themes with the latest charts and data
Our 12- to 18-month outlook on U.S. stocks, international equity, and fixed income
Market Intelligence video updates
Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, explore how the latest market movements relate to our Market Intelligence themes.
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About the authors
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Emily R. Roland, CIMA
Co-Chief Investment Strategist
Emily is responsible for developing and delivering timely market and economic insight to financial advisors and institutional investors across the United States. She co-authors John Hancock Investment Management’s flagship quarterly market outlook publication, Market Intelligence.
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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 John Hancock Investment Management’s flagship quarterly market outlook publication, Market Intelligence.
Important disclosures
More market insight
June 21, 2024
U.S. earnings outlook: has the stock market set the bar too high?
March 22, 2024
With small- and mid-cap stocks, there’s no such thing as passive investing
Important disclosures
Portfolio Intelligence podcasts
June 5, 2024 | 17:13 | Ep. 80
Dusting off the stock-rotation playbook in the past few months turned out to be a good decision for some investors, but will it continue to be relevant going forward? Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, take stock of recent market developments and explain why, amid the uncertainty, it may not be a good idea to sell in May and go away.
Additional resources
Market Intelligence
Access a variety of Market Intelligence resources, including a presentation with in-depth speaker notes and seminar materials to help you kick-start meetings with clients.
Market Intelligence webinar replays
Never miss a Market Intelligence update with access to replays of our quarterly webinars, including our Inside the Network panel discussion of market and economic themes.
Market Intelligence weekly
For financial professionals who want to stay up to date on the latest economic indicators and market news, get our latest analysis on Fed and central bank monetary policy moves, PMI data, corporate earnings, and more.
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