Markets in Motion: Shifts Transforming Economies and Markets
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Strategist's Corner
Strategist's Corner
Strategist's CornerWhat Astronauts Can Tell Us About Passive Investing
19 August 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
2 July 2025A quick analysis of the oil market; focusing on supply and demand dynamics, the impact of geopolitical tensions and structural factors influencing energy prices.Strategist's CornerCapital Is Like Cholesterol
2 June 2025Robert M. Almeida, Portfolio Manager and Global Investment Strategist, draws parallels between capital flow and cholesterol, emphasizing the importance of balance in economic health.
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Market Insights
Market Insights
Market InsightPutting Tariffs and Turbulence into Historical Perspective
11 April 2025Our 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 InsightA Playbook for Navigating Uncertainty: Uncovering Risks and Opportunities in Volatile Markets
26 March 2025Kim Hyland and Rob Almeida discuss navigating economic uncertainties such as tariffs and market transitions. They explore how understanding both individual company dynamics and overall market changes can help in identifying investment opportunities and managing risks during volatile periods.Market PulseGlobal Market Pulse (EURO)
August 2025Leveraging 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
Long Term Capital Markets Expectations
LTCMEMFS Long-Term Capital Market Expectations - European Edition
25 July 2025Europe regional edition of our Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Euros terms.
LTCMEMFS Long Term Capital Market Expectations: July 2025
18 July 2025The July 2025 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.
LTCME2025 Expectations: A New Mindset for Portfolio Design
6 March 2025Summary of the questions and answers from the February 2025 Long-Term Capital Market Expectations webcast.
Strategist's Corner
What Astronauts Can Tell Us About Passive Investing
Oil: Geopolitics Versus Structural Headwinds
Capital Is Like Cholesterol
Market Insights
Putting Tariffs and Turbulence into Historical Perspective
A Playbook for Navigating Uncertainty: Uncovering Risks and Opportunities in Volatile Markets
Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Long Term Capital Markets Expectations
MFS Long-Term Capital Market Expectations - European Edition
Europe regional edition of our Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Euros terms.
MFS Long Term Capital Market Expectations: July 2025
The July 2025 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.
2025 Expectations: A New Mindset for Portfolio Design
Summary of the questions and answers from the February 2025 Long-Term Capital Market Expectations webcast.