U.S. equities
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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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The case for mid-cap stocks in 2020
Mid-cap stocks often combine the growth potential of a young firm with the financial stability of a company that's survived beyond its early years.
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There's still opportunity in U.S. large-cap growth stocks
U.S. large-cap growth stocks continue to present select opportunities across a wide range of sectors, says Wellington Management’s John A. Boselli, CFA.
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Will the uptick in global economic growth be sustained?
Global economic growth has accelerated for the first time in 24 months. What are the implications for equity investors? Gain insight from Wellington Management's John A. Boselli, CFA.
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The millennial consumer and the future of U.S. growth
Are millennial consumers ready to carry the productivity torch? We explore how millennials are contributing to U.S. growth while making sustainability a priority.
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