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John Hancock Multi-Asset Absolute Return Fund Q1 2026 Commentary

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John Hancock Multi-Asset Absolute Return Fund Q1 2026 Commentary

A 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.

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South Korea’s Kospi rockets 17% after massive 3-day selloff. What’s behind the surge?

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South Korea’s Kospi rockets 17% after massive 3-day selloff. What’s behind the surge?
South Korea’s benchmark KOSPI index staged a dramatic comeback on Friday, jumping more than 16% to recoup almost all the losses suffered earlier this week. The rally was powered by sharp gains in heavyweight chipmakers Samsung Electronics and SK Hynix, tracking a strong recovery in U.S. technology stocks. Trading was briefly halted as has been the case this year amid sharp swings.

The KOSPI was up 17% at 6,549 points after tumbling nearly 17% over the previous three sessions, marking one of its steepest weekly declines, as fears of mounting competition from Chinese memory chipmakers triggered heavy selling across semiconductor stocks.

What’s behind the surge?

Investor sentiment improved after Wall Street rebounded strongly on Thursday, led by technology shares. Better-than-expected earnings from Microsoft renewed confidence in artificial intelligence spending and cloud demand, helping reverse concerns that massive AI investments were not translating into adequate returns.

Also read:
Korea’s pain will be India’s gain? Why Nifty bears betting on Kospi crash may get disappointed

Microsoft led the advance after reporting robust Azure cloud growth, easing worries over the payoff from heavy AI infrastructure spending. Further, Amazon jumped more than 9% in extended trading after reporting second-quarter revenue that topped analysts’ expectations, supported by continued strength in its cloud computing business.

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The positive momentum spread to Asia, where Samsung shares surged more than 21% and SK Hynix soared over 26%. Both companies had reported strong quarterly results earlier this week. Samsung posted a record quarterly profit, driven by its semiconductor business, and said it expects a favorable supply-demand environment for memory chips to continue through at least 2027 while pointing to an increase in long-term customer contracts. SK Hynix also reported record revenue, although its quarterly profit came in below elevated market expectations.

Strong global cues

U.S. equities also rebounded on Thursday after the previous session’s sell-off that followed the Federal Reserve’s decision to keep interest rates unchanged. Technology stocks and semiconductor companies led the recovery. The Nasdaq Composite rose 2.8% to close at 25,122.18, snapping a six-session losing streak. The Dow Jones Industrial Average gained 613.92 points, or 1.2%, to finish at 52,208.06, while the S&P 500 advanced 1.7% to 7,437.63.Earlier this week, semiconductor stocks had faced additional pressure as investors questioned the scale of artificial intelligence spending.
The key concern for investors remains whether companies investing billions of dollars in artificial intelligence can generate sufficient returns to justify those expenditures.
Further, developments in China further fueled investor concerns. ChangXin Memory Technologies (CXMT) made a blockbuster market debut, with its shares soaring nearly 500%. Reports also indicated that a Chinese state-backed company had begun producing immersion DUV lithography equipment.

Read more:
80% of Indian stocks are in bear market. Is it time to be greedy or fearful?

“The market’s concern lies less in CXMT’s current earnings and more in its potential for accelerated capacity expansion to rival Korean companies and technology development following its IPO,” Kim Seok-hwan, a Seoul-based market analyst at Mirae Asset Securities, told Reuters.

Despite the recent rout, South Korea remains the world’s best performing equity market in 2026. The sharp correction has dragged the benchmark KOSPI nearly 40% below its June peak of 9,386.

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South Korea’s government has been scrambling to implement measures to protect investors’ wealth from the crashing stock market. Finance minister Koo Yun-cheol on Wednesday said that the government is reviewing market stabilisation measures, including adjusting regulations related to single-stock leveraged ETFs. Some analysts have said the products exacerbate market volatility.

Earlier this month, the finance ministry said market swings have intensified due to foreign and institutional investor profit-taking, portfolio rebalancing, and changing expectations around the global artificial intelligence sector. “Increasing concentration in the semiconductor sector has become a factor raising financial market volatility, with the impact of fluctuations in the chip sector on the whole stock market growing,” the ministry said in a statement.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)

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Tesla weighs sale of China business to pave way for potential SpaceX merger, WSJ reports

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Tesla weighs sale of China business to pave way for potential SpaceX merger, WSJ reports

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From Batch Risk to Brand Strength With the Right Oil Packaging

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From Batch Risk to Brand Strength With the Right Oil Packaging

Anyone selling natural oils knows that quality is not just about the formula. Essential oils, serums, and botanical blends are sensitive to light and oxygen.

Once an oil starts to oxidise, the difference may show up in its smell, colour or general character. Customers notice those things. A product that seems different from the last bottle can quickly turn into a question, a complaint or a return. For a smaller brand, even a modest number of cases like this can become expensive, particularly when trust and repeat orders are still being built.

This matters even more as natural beauty and wellness products become a bigger part of the market. Many buyers now look closely at ingredient lists and prefer products with fewer preservatives. They also pay attention to what the product comes in, including whether the packaging feels responsible and appropriate for natural oils.That puts pressure on producers to safeguard shelf life without making the formula heavier. This is exactly where packaging becomes a strategic choice.

Why Light and Oxygen Eat Into Your Margin

Many brands default to amber glass or plastic. That is understandable, it is widely available and relatively affordable. But for light sensitive oils, the total cost can end up higher than the purchase price of the bottle itself. Think of:

  • More rejected batches due to instability
    • Shorter shelf life and therefore faster stock turnover
    • Extra customer service due to scent or color deviations
    • Risk of negative reviews

Photodegradation can play a role especially in products with unsaturated fatty acids, natural antioxidants, or volatile aroma components. Packaging that reduces light exposure therefore supports not only product quality, but also predictability across the supply chain and retail.

Biophotonic Violet Glass as an Option for Light Sensitive Formulas

Biophotonic violet glass is designed to protect contents from a large part of the visible light spectrum that can accelerate degradation, while still allowing certain wavelengths through. The premise is simple: less light stress means a better chance of preserving scent, color, and efficacy.

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Aromatherapy and wellness oils are often sold in small dropper bottles, which makes sense for products that are used a few drops at a time.In that segment, essential oil bottles in violet glass are relevant when you want to combine premium positioning with protection against light exposure.

In skincare and personal care, ease of use matters alongside protection, think pipettes, pumps, and consistent dosing. For brands seeking a uniform, luxury look, cosmetic bottles in violet glass are a logical option, especially when bringing multiple SKUs into the same design line.

The Closure Matters as Much as the Bottle

The bottle receives most of the attention, but the closure can be just as important for product stability. A high-quality glass container will not compensate for a poorly fitted dropper, loose cap, or pump that allows too much air into the package.

This is particularly relevant for oils with volatile aromatic compounds. Every time the bottle is opened, the formula is exposed to fresh air. The amount of exposure depends on the opening size, the dosing system, how often the product is used, and how well the closure seals between applications.

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For that reason, packaging development should consider the bottle and closure as one system. A dropper that works well with a facial serum may not be ideal for a thinner essential oil. Pumps may offer cleaner dosing for some cosmetic products, while reducer inserts can make more sense for concentrated oils.

It is worth checking the smaller parts of the closure too, not just the bottle itself. Strong botanical oils can sometimes react with rubber, plastic, liners or seals in ways that are not obvious at first. Testing the full bottle and closure together before launch can reveal problems such as swelling, softening, leaks or changes in the product.

Headspace Can Influence Product Stability

Even the air left inside the bottle deserves some attention. When there is a lot of empty space above the oil, there is also more oxygen in the container, and that can slowly affect formulas that are sensitive to air.

This is worth thinking about when the bottle is much larger than the amount inside it. A 30 ml oil in an oversized container may look impressive on the shelf, but the extra air inside can work against the effort to keep the product stable.

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A better fit between the fill amount and the bottle size can make sense for both protection and presentation. It also avoids using more packaging than the product really needs.

For formulas that react quickly to oxygen, the filling stage may need closer attention as well. Some producers reduce air contact during filling, while others use inert gas where the formula and production setup justify it.These decisions depend on the formula and manufacturing setup, but they show why packaging performance cannot be separated completely from the filling process.

Packaging Choices Affect Inventory Planning

Shelf stability is not only a laboratory concern. The type of packaging a brand uses can also shape its stock planning, including how much product it keeps on hand and when the next production run needs to happen.

For a smaller business, this can be a difficult balance. Minimum order quantities, batch sizes and storage costs all have to be planned around demand that may change from month to month. When an oil has a limited stability window, older stock can become a concern sooner than expected, sometimes leading to smaller production runs or early discounts just to keep inventory moving.

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Packaging that gives the formula better protection can make that planning a little less restrictive.

Stock can potentially remain commercially viable for longer, retailers may face fewer quality concerns, and the business has more room to manage slower-moving SKUs.

This does not mean every product automatically needs the highest specification bottle available. It means packaging should be evaluated against the cost of instability. A slightly higher packaging cost can be easier to justify when it helps reduce write-offs, replacements, or emergency production runs.

Storage and Distribution Should Be Part of the Test

A formula may perform perfectly in controlled storage and still experience problems during real-world distribution.

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Products can spend days in delivery vans, warehouses, fulfillmentcenters, retail stockrooms, or customer mailboxes. Conditions during delivery are rarely consistent. A package may sit in a warm van, move through a cool warehouse, get shaken during transport, or spend time in direct light before it reaches the customer.

That makes transport testing just as useful as checking shelf stability. The aim is to see what happens to the complete pack under movement and temperature changes. Closures can loosen, droppers can seep, labels can lift, and the formula itself may respond differently after repeated heat exposure.

For online sellers, even a small leak can become a much bigger problem.One failed bottle can ruin the outer packaging, stain other products in the shipment, and create an immediate negative first impression.

Testing packaging under conditions that resemble the actual supply chain gives a more useful picture than testing the formula in isolation.

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Premium Packaging Also Shapes Customer Perception

Packaging protection has a technical role, but it also affects how customers interpret the product.

Natural oils often compete in crowded categories where formulas can appear similar at first glance. Bottle weight, glass color, closure quality, label finish, and dispensing experience all influence perceived value before the customer has fully evaluated the product itself.

Violet glass can create a distinctive visual identity compared with conventional clear or amber packaging. For premium wellness, aromatherapy, and skincare brands, that differentiation can support higher-value positioning when it fits the broader brand story.

The important point is consistency. A premium bottle paired with a low-quality dropper, weak label, or poor outer carton creates mixed signals. Everything should work together, from the bottle and cap to the label, dispensing method and how the product feels in the customer’s hand.

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Sustainability Needs More Than a Material Claim

There is more to sustainable packaging than deciding between glass and plastic. The amount of material, shipping distance and what happens to the pack once it is empty all count.

Glass has the advantage of being recyclable and suitable for reuse, but its weight can make transport more demanding. A lighter pack may be easier to ship, although it will not always give a sensitive oil the same protection.Refillable systems can reduce packaging use, but only when customers actually reuse them.

Brands therefore need to consider the complete packaging system rather than relying on one environmental claim.

Useful questions include whether the glass can enter established recycling streams, whether components can be separated easily, whether unnecessary secondary packaging can be removed, and whether the container is durable enough for reuse.

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There is also a product-waste angle. If stronger protection helps prevent oils from degrading before they are used, that can reduce wasted formula, ingredients, labor, and production energy. Sustainability is therefore connected not only to the container itself, but also to how successfully the packaging preserves the product inside it.

Build Packaging Around Future Growth

A packaging solution that works for the first 500 units may become difficult when monthly production reaches 10,000 units.

Growing brands should consider supply continuity early. That means looking beyond the bottle itself. Brands also need to know whether the supplier can keep the same packaging available, how long orders take to arrive, what quantities must be purchased, and whether matching closures and finishes will still be available as demand grows.

Using some of the same components across several products can make purchasing easier. Different oils, for example, might use the same neck size and closure even when the bottle size or label changes.That reduces the number of separate packaging components the business needs to manage.

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It also helps maintain a recognizable visual identity as the product range expands.

Packaging decisions are therefore partly about today’s formula and partly about tomorrow’s assortment. A scalable system can reduce redesign work, supplier changes, and packaging inconsistencies later.

How to Make Claims Measurable Without Marketing Risk

A common pitfall in packaging communication is making absolute claims such as doubles shelf life or 100% protection. In practice, performance depends on the formula, headspace, closure, storage, and logistics. What you can do is test and back up your claims with data.

A small team can keep the testing fairly straightforward:

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  1. Start with each formula on its own. Look at how easily it reacts to light, air and changes in storage conditions.
  2. Test the current bottle and the new option side by side, keeping the closure and test conditions the same for both.
  3. Measure not only shelf life, but also sensory attributes (scent and color) and key actives.

A compact stability setup can already reveal where the real gains lie: fewer complaints, less waste, and a more consistent product on the shelf.

Three Checks for Your Next Packaging Decision

  • Does the closure fit the product, and has leakage been tested during transport?
    • Is the packaging scalable in terms of volumes and availability as you grow?
    • Does the material support your brand story around sustainability and premium quality?

These three questions are a useful starting point, but the strongest packaging decisions usually come from looking at the complete journey of the product. That includes filling, storage, transport, retail exposure, customer use, and eventual disposal or reuse.

Unit price still matters, especially for smaller brands working with tight margins. But it should not be considered in isolation. Packaging that reduces product degradation, limits leakage, supports smoother inventory planning, and creates a stronger customer experience can deliver value long after the bottle has been purchased.

For natural oil, wellness, and cosmetic brands, the right packaging is therefore more than a container around the formula. It is part of quality control, logistics, positioning, sustainability, and growth. Choosing it with the same care given to the ingredients can turn a potential source of batch risk into a practical source of brand strength.

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Endeavour Mining plc (EDV:CA) Q2 2026 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript