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2025 Six Key Themes

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  • Strategist's Corner

    Strategist's Corner

    Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida

    <p>Why Active Management in 2025 and Beyond</p>
    Strategist's Corner | Read
    December 12, 2024

    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.

    <p>Markets Embrace Prospect of Smaller Government</p>
    Strategist's Corner | Read
    November 21, 2024

    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?

    <p>To Find the Bust, You Need to Find the Boom</p>
    Strategist's Corner | READ
    September 24, 2024

    To Find the Bust, You Need to Find the Boom

    Capital cycles are imperfect, showing a tendency for booms and busts. Over the past year, investors have focused on the economy and interest rates when assessing risk. That emphasis may be misplaced because that wasn’t where the boom was.

    <p>Uncertainty is Non-Linear</p>
    Strategist's Corner | READ
    August 8, 2024

    Uncertainty is Non-Linear

    Rob Almeida suggests that while recent market turmoil may not last, a backdrop of higher costs and lower growth could make for a more challenging operating environment ahead.

    <p>Investors are Seeking the Right Answers to the Wrong Questions</p>
    Strategist's Corner | READ
    July 22, 2024

    Investors are Seeking the Right Answers to the Wrong Questions

    Rob Almeida suggests that investors should be more concerned about fundamentals than potential rate cuts.

    View all insights

  • Market Insights

    <p>Market Pulse</p>
    Market Pulse | Read
    January 10, 2025

    Market Pulse

    Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

    <p>2025 - Six Key Themes</p>
    Market Insight | Read
    January 1, 2025

    2025 - Six Key Themes

    Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.

    <p>Global Market Pulse (USD)</p>
    Market Pulse | Read
    December 12, 2024

    Global Market Pulse (USD)

    Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

    view all insights

  • Long Term Capital Markets Expectations

    <p>MFS&nbsp;Long Term Capital Markets Expectations: January 2025</p>
    LTCME | READ
    January 20, 2025

    MFS Long Term Capital Markets Expectations: January 2025

    The January 2025 edition of MFS' Long-Term Capital Market Expectations includes proprietary expectations that look at return and risk across a variety of asset classes and regions. This version details our view of current economic and capital market conditions.

    <p>Webcast: Mid-Year Outlook, Market Volatility and Long-term Market Expectations</p>
    LTCME | READ
    September 11, 2024

    Webcast: Mid-Year Outlook, Market Volatility and Long-term Market Expectations

    Secular macro trends suggest a regime shift is coming over the next decade. Watch the replay of our recent webinar, for a mid-year outlook and insights on the future of AI, market volatility, and long-term expectations.

    <p>MFS Long-Term Market Expectations Webcast Q&amp;A Summary</p>
    LTCME | READ
    August 31, 2024

    MFS Long-Term Market Expectations Webcast Q&A Summary

    Summary of the questions and answers from the Mid-Year Long-Term Capital Market Expectations webcast.

    view all insights

Strategist's Corner

Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida

<p>Why Active Management in 2025 and Beyond</p>
Strategist's Corner | Read
December 12, 2024

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.

<p>Markets Embrace Prospect of Smaller Government</p>
Strategist's Corner | Read
November 21, 2024

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?

<p>To Find the Bust, You Need to Find the Boom</p>
Strategist's Corner | READ
September 24, 2024

To Find the Bust, You Need to Find the Boom

Capital cycles are imperfect, showing a tendency for booms and busts. Over the past year, investors have focused on the economy and interest rates when assessing risk. That emphasis may be misplaced because that wasn’t where the boom was.

<p>Uncertainty is Non-Linear</p>
Strategist's Corner | READ
August 8, 2024

Uncertainty is Non-Linear

Rob Almeida suggests that while recent market turmoil may not last, a backdrop of higher costs and lower growth could make for a more challenging operating environment ahead.

<p>Investors are Seeking the Right Answers to the Wrong Questions</p>
Strategist's Corner | READ
July 22, 2024

Investors are Seeking the Right Answers to the Wrong Questions

Rob Almeida suggests that investors should be more concerned about fundamentals than potential rate cuts.

View all insights

Market Insights

<p>Market Pulse</p>
Market Pulse | Read
January 10, 2025

Market Pulse

Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

<p>2025 - Six Key Themes</p>
Market Insight | Read
January 1, 2025

2025 - Six Key Themes

Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.

<p>Global Market Pulse (USD)</p>
Market Pulse | Read
December 12, 2024

Global Market Pulse (USD)

Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

view all insights

Long Term Capital Markets Expectations

<p>MFS&nbsp;Long Term Capital Markets Expectations: January 2025</p>
LTCME | READ
January 20, 2025

MFS Long Term Capital Markets Expectations: January 2025

The January 2025 edition of MFS' Long-Term Capital Market Expectations includes proprietary expectations that look at return and risk across a variety of asset classes and regions. This version details our view of current economic and capital market conditions.

<p>Webcast: Mid-Year Outlook, Market Volatility and Long-term Market Expectations</p>
LTCME | READ
September 11, 2024

Webcast: Mid-Year Outlook, Market Volatility and Long-term Market Expectations

Secular macro trends suggest a regime shift is coming over the next decade. Watch the replay of our recent webinar, for a mid-year outlook and insights on the future of AI, market volatility, and long-term expectations.

<p>MFS Long-Term Market Expectations Webcast Q&amp;A Summary</p>
LTCME | READ
August 31, 2024

MFS Long-Term Market Expectations Webcast Q&A Summary

Summary of the questions and answers from the Mid-Year Long-Term Capital Market Expectations webcast.

view all insights
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