March 22, 2024
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Visualizing the most important market and economic themes with the latest charts and data
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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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Portfolio Intelligence podcasts
March 8, 2024 | 18:42 | Ep. 76
The U.S. equity market continued to rally in early 2024, even as the latest inflation data and the economy’s resilience prompted the U.S. Federal Reserve to dampen expectations for a full-fledged pivot to an aggressive rate-cutting stance through year end. What’s an investor to do in this highly uncertain environment?
Matthew D. Miskin, CFA, co-chief investment strategist at John Hancock Investment Management, joins the podcast to assess where the most attractive equity opportunities lie while also gauging current risks. Matt explains why he continues to see strong potential in semiconductor companies and other technology stocks despite their lofty valuations. He also warns about the risks for equity investors should the flow of economic data cause the Fed to once again embrace a hawkish stance on rates. Finally, Matt assesses the latest quarterly earnings season, cost-cutting initiatives that may enhance profit margins but could hurt long-term growth, and the challenges that advisors and investors face in putting cash to work in today’s markets.
About the authors
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Read more Follow Emily on Twitter
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. -
Read more Follow Matt on Twitter
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
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