Webcast: 2025 Expectations - A New Mindset for Portfolio Design

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February 4, 2025

After a year that surprised many of us, what will 2025 bring? Watch the replay of our recent webinar for a discussion of 2024 market shifts and the impact of these changes on expectations for this year.

Speakers

Rob Almeida
Portfolio Manager & Global Investment Strategist

Jonathan Hubbard, CFA
Managing Director & Market Strategist Market Insights Group

Kim Hyland
Senior Managing Director, Head of Relationship Management

2025 Expectations – A New Mindset for Portfolio Design

After a year that surprised many of us, what will 2025 bring? Please join our team as they discuss 2024 market shifts and the impact of these changes on expectations for this year including:

Why a US recession didn’t materialize last year
What drove a regime shift and capital cycle changes and how they may impact the economy
How this new environment may affect portfolio construction

Watch Now

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Webcast: 2025 Expectations - A New Mindset for Portfolio Design

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SELECT YOUR LOCATION & ROLE:

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Webcast: 2025 Expectations - A New Mindset for Portfolio Design

Speakers

Long Term Capital Market Expectations

MFS Long Term Capital Market Expectations: January 2025

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

MFS Long-Term Market Expectations Webcast Q&A Summary