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Viewpoints by Cara A. Lafond, CFA, Multi-Asset Strategist at Wellington Management

Cara is a managing director and multi-asset strategist at Wellington Management, where she conducts research on long-term multi-asset themes, including capital market expectations and issues of overall portfolio structure. In addition, she's responsible for overseeing a book of consultative client relationships, where she provides holistic policy advice and recommends broad-scope investment solutions. Prior to her current role, which she took on in 2006, Cara was a relationship analyst within the firm’s global relationship management group, serving Wellington’s endowment and foundation clients. Cara earned a B.S. from Babson College, holds the Chartered Financial Analyst designation, and is a member of the CFA Society Boston and the CFA Institute.

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U.S. equities

The case for long/short equity funds as volatility rises

In this volatile and uncertain market, investors are looking to long/short funds as a way to potentially limit downside exposure and provide diversification.

Cara A. Lafond, CFA, Multi-Asset Strategist Wellington Management

Ben J. Cooper, CFA, Investment Strategy Analyst Wellington Management

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May 20, 2020

Cara A. Lafond, CFA, Multi-Asset Strategist Wellington Management

Ben J. Cooper, CFA, Investment Strategy Analyst Wellington Management
Consider long/short equity as the business cycle matures

Long/short equity approaches have historically outperformed during later periods of the business cycle—learn which late-cycle indicators are mounting right now.

Cara A. Lafond, CFA, Multi-Asset Strategist Wellington Management

Ben J. Cooper, CFA, Investment Strategy Analyst Wellington Management

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August 15, 2018

Cara A. Lafond, CFA, Multi-Asset Strategist Wellington Management

Ben J. Cooper, CFA, Investment Strategy Analyst Wellington Management

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John Hancock Investment Management LLC is the investment advisor for the closed-end funds.

A widespread health crisis, such as a global pandemic, could cause substantial market volatility, exchange-trading suspensions and closures, affect the ability to complete redemptions, and affect fund performance; for example, the novel coronavirus disease (COVID-19) has resulted in significant disruptions to global business activity. The impact of a health crisis and other epidemics and pandemics that may arise in the future could affect the global economy in ways that cannot necessarily be foreseen at the present time. A health crisis may exacerbate other preexisting political, social, and economic risks. Any such impact could adversely affect the fund’s performance, resulting in losses to your investment.

Mutual funds

Member FINRA | SIPC, 200 Berkeley Street, Boston, MA 02116

Click here to view a prospectus or summary prospectus. You may also request one from your financial professional or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.

Some information may not be approved by certain organizations. Please check with your organization before using this information.

ETFs

John Hancock ETFs are distributed by Foreside Fund Services LLC in the United States, and are subadvised by Dimensional Fund Advisors LP in all markets. Foreside is not affiliated with John Hancock Investment Management Distributors LLC or Dimensional Fund Advisors LP.

ETF shares are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.

529

If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other professional about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial professional or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.

John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker-dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2021 John Hancock. All rights reserved. Information included in this material is believed to be accurate as of the printing date.

John Hancock Freedom 529

P.O. Box 17603 ■ Baltimore, MD 21297-1603 ■ 866-222-7498 ■ jhinvestments.com/529

529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED.

Viewpoints by Cara A. Lafond, CFA, Multi-Asset Strategist at Wellington Management

The case for long/short equity funds as volatility rises

Consider long/short equity as the business cycle matures

Explore the latest thinking from our network

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