Industrials are our favorite sector now, says Manulife John Hancock's Matt Miskin
CNBC Television·2026-01-23 19:23
with us is Matt Mskin, the co-chief investment strategist at Manu Life, John Hancock. Matt, it's good to see you. And um I mean, where would you have us start.It sounds to me like you're backing a little bit away from the Mag 7 and looking more to the value side of things. Is that right. >> Yeah, Kelly, quality value is our mantra right now.Industrials are our favorite sector as we're starting to see higher return on equity, good solid companies seeing a pull through of demand. Earnings estimates into 2026 ...