Viewpoints by Michael J. Scanlon, Jr., CFA, Portfolio Manager at Manulife Investment Management

Michael is a managing director and portfolio manager at Manulife Investment Management. Previously, he was a senior investment analyst and a member of the intrinsic value team, covering the financials, information technology, consumer staples, and consumer discretionary sectors. Michael joined the firm in 2004 as an analyst and began his investment career in 2000 at State Street, where he was a credit analyst and a senior fund accounting specialist. He earned a B.S. from Nichols College and an M.B.A. from Boston University, holds the Chartered Financial Analyst designation, and is a member of the CFA Society Boston and the CFA Institute.
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Diversification isn’t dead: the case for balanced 60/40 portfolios
Despite predictions that the traditional 60/40 balanced portfolio was doomed, the recent volatility has again proven the benefits of a diversified investment strategy.
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Finding balance amid dramatic 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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Amid rising volatility, emerging opportunities
The enduring strength of the U.S. consumer is a bright spot in a weakened global economy. We explore the importance of consumer spending amid recent market volatility.
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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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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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Volatility spikes, but earnings steam ahead
Portfolio Manager Michael Scanlon puts recent market volatility in context and considers how corporate earnings may remind us of the market's opportunities.
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