U.S. equities
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Why mid caps may lead the way out of recession
Mid-cap value stocks may provide some diversification and opportunity for investors who want to participate in the U.S. postrecession recovery.
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U.S. bank outlook brightens as borrower health improves post-lockdown
Although U.S. banks were seen as a weak spot in the economy just a few months ago, they’ve since become a catalyst for recovery as borrower health improves.
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Digital resilience: technology stocks point toward recovery
As businesses reopen around the globe, investors have found resilient growth opportunities in tech stocks. We explore the sources of this strength and what appears to be a durable trend.
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U.S. bank stocks offer untapped potential—once the economy returns to normal
U.S. banks face declining interest rates, borrowers under stress, and a weak economy. Yet recent earnings results indicate banks may be well positioned to recover.
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Weighing opportunity when markets spin out of control
As the COVID-19 crisis deepened and market volatility spiked, Sandy Sanders and his team acted fast to reposition portfolios based on their worst-case stock analysis.
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Small caps, after the crisis
Small-cap stocks tend to fall further than large caps in a crisis. But history shows their rebounds eventually became much stronger.
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The 2020 bear market—an exogenous shock for the history books
With the arrival of a bear market, it's instructive to examine what’s unique about this downturn relative to past bears for clues as to when a potential recovery could emerge.
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John Hancock Balanced Fund: positioning amid market volatility
The portfolio managers of John Hancock Balanced Fund provide an update on portfolio positioning amid coronavirus fears and what they think comes next for equity and bond markets.
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Wealth creation and U.S. banks, revisited
While bank stocks lost some luster with investors in 2019 as interest rates fell and the yield curve flattened, the outlook has improved markedly in early 2020.
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Understanding the performance of small-cap stocks
Do small caps offer a reliable premium over large caps? Lukas Smart of Dimensional Fund Advisors takes a closer look at small-cap returns since the 1920s.
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