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Strategist's Corner
- Germany (English)
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Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner | READ24 September 2024To 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.
Strategist's Corner | READ8 August 2024Uncertainty 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.
Strategist's Corner | READ22 July 2024Investors are Seeking the Right Answers to the Wrong Questions
Rob Almeida suggests that investors should be more concerned about fundamentals than potential rate cuts.
Strategist's Corner | READ21 May 2024The Evolution of the Consumer Staples Sector
In the consumer staples space, clear profit visibility has given way to tech-driven disruption. As a result, separating the winners from the losers requires deep research and an appreciation of nuance.
Strategist's Corner | READ22 April 2024Inflation Surprise? No, Not Really
The market is currently correcting mistaken assumptions that were based on a market cycle driven by artificially low interest rates. As market dynamics shift, the source of a company's growth will also shift.
Strategist's Corner | READ16 April 2024A Different Paradigm
As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new higher-cost paradigm.
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Market Insights
Market Insights
Market Pulse | READ7 October 2024Global 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 Insight | READ13 September 2024US Election Perspectives 2024
While we feel it’s important for investors to familiarize themselves with the policy proposals of the major party candidates, historically, electoral outcomes haven’t had major lasting impacts on market performance.
Market Pulse | READ5 September 2024Market 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.
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Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCME | READ11 September 2024Webcast: 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.
LTCME | READ31 August 2024MFS Long-Term Market Expectations Webcast Q&A Summary
Summary of the questions and answers from the Mid-Year Long-Term Capital Market Expectations webcast.
LTCME | Read31 July 2024MFS Long-Term Capital Market Expectations - European Edition (July 2024)
Europe regional edition of our Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Euros terms.
- Germany (English)
- Institutions & Consultants
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
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.
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.
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.
The Evolution of the Consumer Staples Sector
In the consumer staples space, clear profit visibility has given way to tech-driven disruption. As a result, separating the winners from the losers requires deep research and an appreciation of nuance.
Inflation Surprise? No, Not Really
The market is currently correcting mistaken assumptions that were based on a market cycle driven by artificially low interest rates. As market dynamics shift, the source of a company's growth will also shift.
A Different Paradigm
As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new higher-cost paradigm.
Market Insights
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.
US Election Perspectives 2024
While we feel it’s important for investors to familiarize themselves with the policy proposals of the major party candidates, historically, electoral outcomes haven’t had major lasting impacts on market performance.
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.
Long Term Capital Markets Expectations
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.
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.
MFS Long-Term Capital Market Expectations - European Edition (July 2024)
Europe regional edition of our Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Euros terms.