Risk Managed Strategy Funds

News & Insights

John Hancock: Weekly Market Recap Week Ended October 10

October 15, 2025

Dividends rise The growth rate for dividend payments by U.S. companies accelerated in this year’s third quarter. The $10.6 billion in net dividend increases recorded by companies in the S&P 500 was well above the previous quarter’s $7.4 billion, according to S&P Dow Jones Indices, which said it expects full-year dividend increases to climb to […]

Read More...

LPL: Q3 Recap – 10 Key Takeaways

October 10, 2025

Additional content provided by Kent Cullinane, Sr. Analyst, Research. With the third quarter (Q3) behind us, we decided to conduct a deep dive into the key factors that shaped Q3 performance. Below, we’ve highlighted what we believe to be 10 of the key takeaways. Source: LPL Research, FactSet, 09/30/25 Disclosures: All indexes are unmanaged and […]

Read More...

Visual Capitalist: The Biggest Buyers Of U.S. Debt

October 9, 2025

  Ranked: The Biggest Buyers of U.S. Debt Key Takeaways The Cayman Islands bought the most U.S. debt in the year spanning June 2024–June 2025. When compared to foreign holders, stablecoin issuers rank as the seventh-largest buyer of American debt. Stablecoin issuers rank above countries like Singapore and Norway. The Role of Legal and Administrative […]

Read More...

John Hancock: Weekly Market Recap Week Ended October 3

October 6, 2025

September snapshot The U.S. stock market closed out the third quarter with another monthly gain in September. The S&P 500 added 3.5% for the month; on a quarterly basis, the index gained 7.8%. As for other major indexes, the NASDAQ outperformed in September, climbing 5.6%, while the Dow added 1.9%.   Alternatives rally The price […]

Read More...

LPL: The Federal Reserve Cut Rates, Now What?

October 2, 2025

The Federal Reserve Cut Rates, Now What? Adam Turnquist | Chief Technical Strategist Last Updated: September 24, 2025 The Federal Reserve (Fed) delivered a highly anticipated 0.25% interest rate cut during its September 16-17 Federal Open Market Committee (FOMC) meeting. Fed Chair Powell said the move should be viewed as a “risk-management cut” in response […]

Read More...

Visual Capitalist: Visualizing America’s Wealth Distribution By Generation

October 1, 2025

  Key Takeaways Baby Boomers hold $83.3 trillion in assets, over half of all U.S. household wealth. Gen X accounts for $42.6 trillion, more than the combined $37.2 trillion held by the Silent Generation, Millennials, and Gen Z. Millennials and Gen Z together hold just $17.1 trillion, making up 10.5% of total wealth—despite being the […]

Read More...

John Hancock: Weekly Market Recap Week Ended September 26

September 30, 2025

GDP upgrade The U.S. economy expanded in the spring at a faster rate than two previous estimates had shown. Thursday’s update pegged the second quarter’s annual GDP growth at 3.8%, up from estimates of 3.3% and 3.0% released in August and July, respectively. The recent growth marks a sharp turnaround from the first quarter’s slight […]

Read More...

First Trust: Monetary Musings

September 27, 2025

The stock market surged to new highs after the Federal Reserve cut the federal funds rate last week and the futuresmarket has priced in more cuts to come. However, these cutshave not helped reduce long-term interest rates and the price of gold has surged to over $3,700 an ounce.Clearly, many investors are concerned rate cuts […]

Read More...

Visual Capitalist: U.S. Interest Rates Over Time 1954-2025)

September 26, 2025

Key Takeaways The U.S. interest rate has fluctuated considerably over the decades, reaching above 19% during the early 1980s and later falling to near zero in the 2008 financial crisis and COVID-19 pandemic. The Federal Reserve made their first interest rate cut of this year of 25 basis points on September 17th, and projects rates […]

Read More...

John Hancock: Weekly Market Recap Week Ended September 19

September 23, 2025

Rate reduction On an 11-1 vote, U.S. Federal Reserve policymakers approved a quarter-point interest rate cut—the first reduction since late 2024. The move aligned with market expectations, which on Friday afternoon pointed to the prospect of two further quarter-point cuts in October and December. Prices in rate futures markets implied a 92% probability that the […]

Read More...