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?
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Strategist's Corner
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's CornerThe Wisdom of Earnings: Why EAFE’s Past Holds Lessons for its Future
August 26, 2025In the latest Strategist's Corner, Rob Almeida examines the role of earnings as the primary driver of market performance, contrasting the MSCI EAFE Index's outperformance during 2000-2008 with its lag over the past 15 years due to weaker earnings. Highlights include how economic shifts, including higher spending, input costs, and investment demands, may set the stage for future EAFE outperformance and underscores the importance of focusing on earnings fundamentals amidst changing global conditions to identify market opportunities.Strategist's CornerWhat Astronauts Can Tell Us About Passive Investing
August 19, 2025Global Investment Strategist and Portfolio Manager, Rob Almeida, comments on how active management’s underperformance may stem from suppressed market breadth, how suppressed interest rates distorted capital allocations on the economy and how higher costs and increasing market breadth are now creating opportunities for skilled active managers to differentiate themselves.Strategist's CornerOil: Geopolitics Versus Structural Headwinds
July 2, 2025A quick analysis of the oil market; focusing on supply and demand dynamics, the impact of geopolitical tensions and structural factors influencing energy prices.
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Week in Review
Week in Review
Week in ReviewFiring of Fed Governor Heads to Court
August 29, 2025A review of the week’s top global economic and capital markets news
Week in ReviewThe Federal Reserve Signals Shift Towards Dovish Stance
August 22, 2025A review of the week’s top global economic and capital markets news
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Market Insights
Market Insights
A summary of MFS' views on equity and fixed income asset classes across countries and regions
Market Insights
A summary of MFS' views on equity and fixed income asset classes across countries and regions
Market Insight2025 - Six Key Themes
December 20, 2024Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.
Market InsightIntroducing MFS Active ETFs: Choice for Our Clients
December 4, 2024Dave Connelly, Head of Global Product, announces the launch of five MFS® Active ETFs, an exciting step in our 100-year journey to deliver long-term value to our clients.Market InsightInside MFS Active ETFs
December 4, 2024Jamie Harrison, Head of ETF Capital Markets, explores the importance of ETF liquidity and how MFS focuses on multiple factors to try to deliver ETFs that offer reliable liquidity and cost-effective trading for clients.
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- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
The Wisdom of Earnings: Why EAFE’s Past Holds Lessons for its Future
What Astronauts Can Tell Us About Passive Investing
Oil: Geopolitics Versus Structural Headwinds
Week in Review
Firing of Fed Governor Heads to Court
A review of the week’s top global economic and capital markets news
The Federal Reserve Signals Shift Towards Dovish Stance
A review of the week’s top global economic and capital markets news
Market Insights
A summary of MFS' views on equity and fixed income asset classes across countries and regions
Market Insights
A summary of MFS' views on equity and fixed income asset classes across countries and regions
2025 - Six Key Themes
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.