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Investors are Seeking the Right Answers to the Wrong Questions

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  • Strategist's Corner

    Strategist's Corner

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

    <p>To Find the Bust, You Need to Find the Boom</p>
    Strategist's Corner | READ
    September 24, 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
    August 8, 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
    July 22, 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
    May 21, 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.

    <p>Inflation Surprise? No, Not Really</p>
    Strategist's Corner | READ
    April 22, 2024

    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.

    View all insights

  • Market Insights

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

    <p>US Election Perspectives 2024</p>
    Market Insight | READ
    September 13, 2024

    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.

    <p>Market Pulse</p>
    Market Pulse | READ
    September 5, 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.

    view all insights

  • Long Term Capital Markets Expectations

    <p>Webcast: Mid-Year Outlook, Market Volatility and Long-term Market Expectations</p>
    LTCME | READ
    September 11, 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
    August 31, 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
    July 25, 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.

    view all insights

Strategist's Corner

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

<p>To Find the Bust, You Need to Find the Boom</p>
Strategist's Corner | READ
September 24, 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
August 8, 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
July 22, 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
May 21, 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.

<p>Inflation Surprise? No, Not Really</p>
Strategist's Corner | READ
April 22, 2024

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.

View all insights

Market Insights

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

<p>US Election Perspectives 2024</p>
Market Insight | READ
September 13, 2024

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.

<p>Market Pulse</p>
Market Pulse | READ
September 5, 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.

view all insights

Long Term Capital Markets Expectations

<p>Webcast: Mid-Year Outlook, Market Volatility and Long-term Market Expectations</p>
LTCME | READ
September 11, 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
August 31, 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
July 25, 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.

view all insights
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