John Hancock International Growth Fund Q4 2025 Commentary

John Hancock Investment Management28 FollowersFollow5ShareSavePlay(5min)CommentsSummaryGlobal equities rose on robust spending on AI infrastructure, strong corporate earnings, and a liquidity boost from the Fed.The fund outperformed the MSCI All Country World ex-USA Growth Index as a result of strong stock picking in financials, communication services, and healthcare; however, sector allocation, particularly an overweight in communication services and an underweight in IT, detracted.In positioning the portfolio for continued economic acceleration, the fund was overweight its growth and valuation upside factors and underweight its total capital return and quality factors. Monty Rakusen/DigitalVision via Getty Images Market review and outlook Global equities rose in Q4, closing 2025 on a positive note. Markets gained on robust spending on AI infrastructure, strong corporate earnings, and a liquidity boost from the U.S. Federal Reserve (Fed). U.S. inflation remained contained, spurring the FedThis article was written byJohn Hancock Investment Management28 FollowersFollowA company of Manulife Investment Management, John Hancock Investment Management serves investors through a unique multimanager approach, complementing our extensive in-house capabilities with an unrivaled network of specialized asset managers, backed by some of the most rigorous investment oversight in the industry. The result is a diverse lineup of time-tested investments from a premier asset manager with a heritage of financial stewardship. Note: This account is not managed or monitored by John Hancock Investment Management, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use John Hancock Investment Management's official channels.