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Strategist's Corner
- Institutions & Consultants
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner | Read17 April 2025Shifting Liquidity Dynamics a Potential US Equity Headwind
The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.
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.
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Market Insights
Market Insights
Market Insight | Watch11 April 2025Putting Tariffs and Turbulence into Historical Perspective | Transcript
Our Chief Economist explores the historical use of tariffs, potential unintended consequences, and their relevance in today's complex global economy. He offers insights and considerations to navigate shifting trade dynamics and policy impacts.Market Insight | Read7 April 2025Tariffs and Turmoil: What Do Markets Need to Stabilize?
Insights regarding global market reaction to recently announced tariffs.
Market Insight | Read3 April 2025The US Announces Reciprocal Tariffs
Market Insights on the announcement of reciprocal tariffs US will impose.
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Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
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.
LTCME | Read4 February 2025Webcast: 2025 Expectations - A New Mindset for Portfolio Design
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.
LTCME | Read30 January 2025MFS Long-Term Capital Market Expectations - UK Edition
UK regional edition of MFS Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Pound Sterling terms.
- Institutions & Consultants
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Shifting Liquidity Dynamics a Potential US Equity Headwind
The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.
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.
Market Insights
Putting Tariffs and Turbulence into Historical Perspective | Transcript
Tariffs and Turmoil: What Do Markets Need to Stabilize?
Insights regarding global market reaction to recently announced tariffs.
The US Announces Reciprocal Tariffs
Market Insights on the announcement of reciprocal tariffs US will impose.
Long Term Capital Markets Expectations
2025 Expectations: A New Mindset for Portfolio Design
Summary of the questions and answers from the February 2025 Long-Term Capital Market Expectations webcast.
Webcast: 2025 Expectations - A New Mindset for Portfolio Design
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.
MFS Long-Term Capital Market Expectations - UK Edition
UK regional edition of MFS Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Pound Sterling terms.