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Strategist's Corner
- Investment Professional
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner | Read21 March 2025Strategic Preparation — The Key to Navigating Investment Uncertainties and Cognitive Biases
Both equity and debt investments are claims on the same underlying assets of a company and understanding their relationship and potential correlations is crucial. Prepared investors must recognize these connections and potential blind spots, using comprehensive stress-testing and inter-disciplinary collaboration to navigate uncertainties in the market.
Strategist's Corner | Read6 March 2025A Simple Way to Think About Tariffs
Given the complexity of supply chains, gauging the impact of tariffs will be difficult. Focusing on understanding which businesses will be able to absorb the levies and which will not, might be a better course of action. Is the current environment causing a paradigm shift to the value of discretionary portfolios with fundamental underpinnings?
Strategist's Corner | Read5 March 2025Why Non-US Equities May Regain Market Leadership
In this edition of the Strategist Corner, Rob Almeida, MFS Global Investment Strategist, discusses if investors are emphasizing technicals at the cost of fundamentals.
Strategist's Corner | Read30 January 2025A New Capital Cycle Is Driving US Exceptionalism
Economic forecasting is challenging, but understanding the capital cycle can help. Led by investment in AI, the US has embarked on a new capital cycle. The result is a shifting landscape of likely industry winners and losers.
Strategist's Corner | Read12 December 2024Why Active Management in 2025 and Beyond
Investors of all stripes seek massive profit growth, leading to index concentration. Big profits lead to increased competition, eventually eroding returns. Distinguishing at-risk profit pools from durable ones is key for active investors.
Strategist's Corner | Read21 November 2024Markets Embrace Prospect of Smaller Government
Investors welcome deregulation under Trump 2.0. The US government played a dominant role in financial markets under the last three administrations. How might stocks fare with a smaller government?
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Week in Review
Week in Review
Week in Review | Read28 March 2025Auto Tariffs Set Stage for 2 April Levies
A review of the week’s top global economic and capital markets news.
Week in Review | Read21 March 2025Fed Sidelined Amid Tariff Uncertainty
A review of the week’s top global economic and capital markets news.
Week in Review | Read14 March 2025US Inflation Eases, Trade War Worries Persist
A review of the week’s top global economic and capital markets news.
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Market Pulse
Market Pulse
Timely insights into the market dynamics on your mind today
Market Pulse | Read5 February 2025Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
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Market Insights
Market Insights
A summary of MFS' views on equity and fixed income asset classes across countries and regions
Market Insight | Watch26 March 2025A Playbook for Navigating Uncertainty: Uncovering Risks and Opportunities in Volatile Markets | Transcript
Kim Hyland and Rob Almeida discuss navigating economic uncertainties such as tariffs and market transitions. They explore how understanding both individual company dynamics and overall market changes can help in identifying investment opportunities and managing risks during volatile periods.LTCME | Read6 March 20252025 Expectations: A New Mindset for Portfolio Design
Summary of the questions and answers from the February 2025 Long-Term Capital Market Expectations webcast.
Market Pulse | Read5 February 2025Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
- Investment Professional
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategic Preparation — The Key to Navigating Investment Uncertainties and Cognitive Biases
Both equity and debt investments are claims on the same underlying assets of a company and understanding their relationship and potential correlations is crucial. Prepared investors must recognize these connections and potential blind spots, using comprehensive stress-testing and inter-disciplinary collaboration to navigate uncertainties in the market.
A Simple Way to Think About Tariffs
Given the complexity of supply chains, gauging the impact of tariffs will be difficult. Focusing on understanding which businesses will be able to absorb the levies and which will not, might be a better course of action. Is the current environment causing a paradigm shift to the value of discretionary portfolios with fundamental underpinnings?
Why Non-US Equities May Regain Market Leadership
In this edition of the Strategist Corner, Rob Almeida, MFS Global Investment Strategist, discusses if investors are emphasizing technicals at the cost of fundamentals.
A New Capital Cycle Is Driving US Exceptionalism
Economic forecasting is challenging, but understanding the capital cycle can help. Led by investment in AI, the US has embarked on a new capital cycle. The result is a shifting landscape of likely industry winners and losers.
Why Active Management in 2025 and Beyond
Investors of all stripes seek massive profit growth, leading to index concentration. Big profits lead to increased competition, eventually eroding returns. Distinguishing at-risk profit pools from durable ones is key for active investors.
Markets Embrace Prospect of Smaller Government
Investors welcome deregulation under Trump 2.0. The US government played a dominant role in financial markets under the last three administrations. How might stocks fare with a smaller government?
Week in Review
Auto Tariffs Set Stage for 2 April Levies
A review of the week’s top global economic and capital markets news.
Fed Sidelined Amid Tariff Uncertainty
A review of the week’s top global economic and capital markets news.
US Inflation Eases, Trade War Worries Persist
A review of the week’s top global economic and capital markets news.
Market Pulse
Timely insights into the market dynamics on your mind today
Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Market Insights
A summary of MFS' views on equity and fixed income asset classes across countries and regions
A Playbook for Navigating Uncertainty: Uncovering Risks and Opportunities in Volatile Markets | Transcript
2025 Expectations: A New Mindset for Portfolio Design
Summary of the questions and answers from the February 2025 Long-Term Capital Market Expectations webcast.
Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.