Diversifying Your Fixed Income Strategy

Todays markets remain unusual and perplexing, with the fixed income space in particular seeming both ripe with opportunities and fraught with danger. A strategy centered on preferred income focused on the utilities sector could provide diversification to investors.

Join the experts at John Hancock and VettaFi as they unpack preferred securities in a coming webcast.

August 21, 2023
11am PT | 2pm ET
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Topics will include:

  • The nature of preferred securities and an overview of how they may perform in the current market environment
  • A strategy for targeting preferred income that emphasizes the utilities sector
  • How a dedicated preferred income strategy can diversify a traditional fixed-income portfolio


Joseph Bozoyan, CFA

Portfolio Manager
Manulife Investment Management

James Gearhart, CFA

Associate Portfolio Manager
Manulife Investment Management

Robert Huebscher

Founder, Advisor Perspectives

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Important Disclosures

This complimentary webcast is for financial professionals only and is closed to the public.

John Hancock Investment Management is not affiliated with Robert Huebscher or VettaFi.

Investing involves risks, including the potential loss of principal. There is no guarantee that a fund’s investment strategy will be successful. Fixed-income investments are subject to interest-rate and credit risk; their value will normally decline as interest rates rise or if an issuer is unable or unwilling to make principal or interest payments. Preferred stock dividends are payable only if declared by the issuer’s board. Preferred stock may be subject to redemption provisions. Investments in higher-yielding, lower-rated securities involve additional risks as these securities include a higher risk of default and loss of principal. REITs may decline in value, just like direct ownership of real estate. Foreign investing, especially in emerging markets, has additional risks, such as currency and market volatility and political and social instability. The use of hedging and derivatives could produce disproportionate gains or losses and may increase costs. It’s possible that an active trading market for fund shares will not develop, which may hurt your ability to buy or sell fund shares, particularly in times of market stress. Trading securities actively can increase transaction costs, therefore lowering performance and taxable distributions. Liquidity—the extent to which a security may be sold or a derivative position closed without negatively affecting its market value, if at all—may be impaired by reduced trading volume, heightened volatility, rising interest rates, and other market conditions. A portfolio concentrated in one industry or sector that holds a limited number of securities may fluctuate more than a diversified portfolio. Fund distributions generally depend on income from underlying investments and may vary or cease altogether in the future. Shares may trade at a premium or discount to their NAV in the secondary market. These variations may be greater when markets are volatile or subject to unusual conditions. Please see the fund’s prospectus for additional risks.
John Hancock ETF shares are bought and sold at market price (not NAV), and are not individually redeemed from the fund. Brokerage commissions will reduce returns.

Clients should carefully consider a fund’s investment objectives, risks, charges, and expenses before investing. To request a prospectus or summary prospectus with this and other important information, call us at 800-225-6020, or visit us at jhinvestments.com/etf.