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Market Insights

Investors are Seeking the Right Answers to the Wrong Questions

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Strategist's Corner

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

<p>Markets Embrace Prospect of Smaller Government</p>
Strategist's Corner | Read
21 November 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
24 September 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
8 August 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
22 July 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.

<p>The Evolution of the Consumer Staples Sector</p>
Strategist's Corner | READ
21 May 2024

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.

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Market Insights

<p>Market Pulse</p>
Market Pulse | Read
13 November 2024

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>Trump, GOP Appear Headed for Sweep</p>
Market Insight | Read
6 November 2024

Trump, GOP Appear Headed for Sweep

MFS discusses the outcome of the US election and its likely market impacts.

<p>Global Market Pulse (USD)</p>
Market Pulse | READ
4 October 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.

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Long Term Capital Markets Expectations

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

<p>MFS Long-Term Capital Market Expectations: July 2024</p>
LTCME | READ
25 July 2024

MFS Long-Term Capital Market Expectations: July 2024

The July 2024 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.

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