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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 | ReadNovember 21, 2024Markets 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?
Strategist's Corner | READSeptember 24, 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 | READAugust 8, 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 | READJuly 22, 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 | READMay 21, 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 | READApril 22, 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.
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Market Insights
Market Insights
Market Insight | ReadNovember 6, 2024Trump, GOP Appear Headed for Sweep
MFS discusses the outcome of the US election and its likely market impacts.
Market Pulse | READOctober 4, 2024Global 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.
Market Insight | READSeptember 13, 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.
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Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCME | READSeptember 11, 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 | READAugust 31, 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 | READJuly 25, 2024MFS 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.
- Institutions & Consultants
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
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?
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.
Market Insights
Trump, GOP Appear Headed for Sweep
MFS discusses the outcome of the US election and its likely market impacts.
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.
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.
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: 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.