U.S. equities
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Rethinking value investing in your portfolio
Value investing isn't limited by sector definitions. Mark Donovan of John Hancock Disciplined Value Fund discusses where he and his team see value today.
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Wealth creation and U.S. banks
There’s more to banks than savings rates or the promise of a steady dividend. This article explores the foundations of banks' ability to create long-term wealth.
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Higher rates and protectionism will shrink manufacturers' profit margins
The dramatic increase in manufacturers’ profit margins over the past quarter century may be nearing an end, as rising interest rates and trade tensions weigh on the sector.
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Volatility returns with a vengeance
Although the markets have pulled back, fundamentals remain remarkably strong. We offer five reasons in support of better days ahead for stocks.
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GE makes a power move
With an outsider taking the reins at GE, we think the firm may now move swiftly to unlock the substantial value we see embedded in its core businesses.
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Telecom sector gives way to communication services
The telecommunications sector is being revamped and renamed communication services. We discuss the rationale for this change and what it means for investors.
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Tech's trillion-dollar cloud
U.S. tech companies may see their brightest future in cloud services, a $1 trillion addressable market. Portfolio Manager John Boselli assesses the opportunity.
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Amazon proves it's anything but overvalued
In its Q2 earnings results, Amazon showed it can still be a major disruptor. We discuss the impact of high-margin business on the e-commerce giant’s bottom line.
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Midterm election year markets tend to find direction in November
In any given cycle, the relationship between elections and markets is not always clear, but over time some key trends come into focus.
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What's been driving late-cycle market movements?
Three things drive stock prices: earnings growth, dividend yields, and multiples expansion. Which one matters most in the market today? Watch to find out.
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