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Strategist's Corner
- Individual Investor
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
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.
Strategist's Corner | READApril 16, 2024A Different Paradigm
As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new higher-cost paradigm.
Strategist's Corner | READFebruary 21, 2024Indexing Dilutes Capitalism
Rob Almeida examines how indexation has amplified the disconnect between valuations and fundamentals.
Strategist's Corner | READJanuary 25, 2024Great Expectations
Financial markets appear optimistic to start the year, while investors currently believe inflation will slow, rates fall, and profits rise. Rob Almeida explains why those beliefs may be contradictory.
Strategist's Corner | READDecember 5, 2023How the Capital Cycle Could Impact 2024
How might investors think about the year ahead? The capital cycle fuels the engine of progress, but it can also create excesses and inefficiencies. Rob examines why that’s relevant today and going forward.
Strategist's Corner | READNovember 20, 2023The End of Declining Capital Intensity
Rob Almeida examines how a shift from supply chain efficiency to resiliency will likely affect a company's return on capital. What type of companies are positioned to navigate this paradigm shift, and which companies are not?
Strategist's Corner | READOctober 13, 2023Either Stocks or Bonds are Wrong
Real yields in the US are either too high or equity valuations are well above fair value. Investors who can understand which enterprises possess real value and those that do not, will find themselves in an enviable position compared with the broader market.
Strategist's Corner | READSeptember 14, 2023Choosing Optimism in the Polycrisis Era
Carol Geremia speaks to how policy, the economy and individual can play a bigger game in each of their areas.
Strategist's Corner | WatchAugust 24, 2023A Mid-Year Conversation on the Economy | Transcript
Global Investment Strategist Rob Almeida and Chief Economist Erik Weisman discuss the current state of the economy, including how the shifting dynamics of inflation and recession are affecting the marketplace.
Strategist's Corner | READJuly 31, 2023The Increasing Need to Reach Deeper Into the Tool Box
We have begun a new regime, where investors will need to do a lot more homework and may find it advantageous to use a mosaic of not only valuation, but also fundamental tools, to help guide the way through this cycle.
Strategist's Corner | READMay 11, 2023Markets are Distracted
Rob Almeida warns that headlines are often distractions. It's not that they're not important, it's just that they're a small part of a larger mosaic.
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Week in Review
Week in Review
Week in Review | READMay 10, 2024Markets Grind Higher, Approach Record Levels
A review of the week’s top global economic and capital markets news.
Week in Review | READMay 3, 2024Fed Rate Hike Fears Vanish
A review of the week’s top global economic and capital markets news.
Week in Review | READApril 26, 2024US Inflation Stays Stubbornly High
A review of the week’s top global economic and capital markets news.
Week in Review | READApril 19, 2024China’s Q1 GDP strong, but other indicators point to weakness
A review of the week’s top global economic and capital markets news.
Week in Review | READApril 12, 2024Amid Sticky Inflation, Fewer, Later Rate Cuts Expected
A review of the week’s top global economic and capital markets news.
Week in Review | READApril 5, 2024You Can’t Hurry Cuts. You Just Have to Wait.
A review of the week’s top global economic and capital markets news.
Week in Review | READMarch 28, 2024US Economy Finished 2023 Strong
A review of the week’s top global economic and capital markets news.
Week in Review | READMarch 22, 2024Fed Turns Dovish, BOJ Hikes
A review of the week’s top global economic and capital markets news.
Week in Review | READMarch 15, 2024Inflation’s Last Mile Gets Bumpier
A review of the week’s top global economic and capital markets news.
Week in Review | READMarch 8, 2024Powell Looks Past Inflation Uptick
A review of the week’s top global economic and capital markets news.
Week in Review | READMarch 1, 2024Markets Mark Time Ahead of Big Data Week
A review of the week’s top global economic and capital markets news.
Week in Review | READFebruary 23, 2024Tech Earnings Rekindle AI Enthusiasm
A review of the week’s top global economic and capital markets news.
Week in Review | READFebruary 16, 2024Inflation Uptick Dampens US Rate Cut Outlook
A review of the week’s top global economic and capital markets news.
Week in Review | READFebruary 9, 2024China Intervenes to Support Stocks
A review of the week’s top global economic and capital markets news.
Week in Review | READFebruary 2, 2024Rate Cut Hopes Dim Amid Strong US Data
A review of the week’s top global economic and capital markets news.
Week in Review | READJanuary 26, 2024US Economic Growth Beats Expectations
A review of the week’s top global economic and capital markets news.
Week in Review | READJanuary 19, 2024Market Moderates Rate-Cut Outlook
A review of the week’s top global economic and capital markets news.
Week in Review | READJanuary 12, 2024Tame US PPI Offsets Hot CPI
A review of the week’s top global economic and capital markets news.
Week in Review | READJanuary 5, 2024Rate Cut Expectations Trimmed
A review of the week’s top global economic and capital markets news.
Week in Review | READDecember 22, 2023Markets Extend Gains Ahead of Holidays
A review of the week’s top global economic and capital markets news.
Week in Review | READDecember 15, 2023Powell Ponders Pivot
A review of the week’s top global economic and capital markets news.
Week in Review | READDecember 8, 2023Solid US Jobs Report Cools Rate Cut Speculation
A review of the week’s top global economic and capital markets news.
Week in Review | READDecember 1, 2023A November to Remember!
A review of the week’s top global economic and capital markets news.
Week in Review | READNovember 22, 2023Stocks Extend Nearly Month-Long Rally
A review of the week’s top global economic and capital markets news.
Week in Review | READNovember 17, 2023Markets Price a Quicker Fed Pivot
A review of the week’s top global economic and capital markets news.
-
Market Insights
- Individual Investor
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
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.
A Different Paradigm
As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new higher-cost paradigm.
Indexing Dilutes Capitalism
Rob Almeida examines how indexation has amplified the disconnect between valuations and fundamentals.
Great Expectations
Financial markets appear optimistic to start the year, while investors currently believe inflation will slow, rates fall, and profits rise. Rob Almeida explains why those beliefs may be contradictory.
How the Capital Cycle Could Impact 2024
How might investors think about the year ahead? The capital cycle fuels the engine of progress, but it can also create excesses and inefficiencies. Rob examines why that’s relevant today and going forward.
The End of Declining Capital Intensity
Rob Almeida examines how a shift from supply chain efficiency to resiliency will likely affect a company's return on capital. What type of companies are positioned to navigate this paradigm shift, and which companies are not?
Either Stocks or Bonds are Wrong
Real yields in the US are either too high or equity valuations are well above fair value. Investors who can understand which enterprises possess real value and those that do not, will find themselves in an enviable position compared with the broader market.
Choosing Optimism in the Polycrisis Era
Carol Geremia speaks to how policy, the economy and individual can play a bigger game in each of their areas.
A Mid-Year Conversation on the Economy | Transcript
The Increasing Need to Reach Deeper Into the Tool Box
We have begun a new regime, where investors will need to do a lot more homework and may find it advantageous to use a mosaic of not only valuation, but also fundamental tools, to help guide the way through this cycle.
Markets are Distracted
Rob Almeida warns that headlines are often distractions. It's not that they're not important, it's just that they're a small part of a larger mosaic.
Week in Review
Markets Grind Higher, Approach Record Levels
A review of the week’s top global economic and capital markets news.
Fed Rate Hike Fears Vanish
A review of the week’s top global economic and capital markets news.
US Inflation Stays Stubbornly High
A review of the week’s top global economic and capital markets news.
China’s Q1 GDP strong, but other indicators point to weakness
A review of the week’s top global economic and capital markets news.
Amid Sticky Inflation, Fewer, Later Rate Cuts Expected
A review of the week’s top global economic and capital markets news.
You Can’t Hurry Cuts. You Just Have to Wait.
A review of the week’s top global economic and capital markets news.
US Economy Finished 2023 Strong
A review of the week’s top global economic and capital markets news.
Fed Turns Dovish, BOJ Hikes
A review of the week’s top global economic and capital markets news.
Inflation’s Last Mile Gets Bumpier
A review of the week’s top global economic and capital markets news.
Powell Looks Past Inflation Uptick
A review of the week’s top global economic and capital markets news.
Markets Mark Time Ahead of Big Data Week
A review of the week’s top global economic and capital markets news.
Tech Earnings Rekindle AI Enthusiasm
A review of the week’s top global economic and capital markets news.
Inflation Uptick Dampens US Rate Cut Outlook
A review of the week’s top global economic and capital markets news.
China Intervenes to Support Stocks
A review of the week’s top global economic and capital markets news.
Rate Cut Hopes Dim Amid Strong US Data
A review of the week’s top global economic and capital markets news.
US Economic Growth Beats Expectations
A review of the week’s top global economic and capital markets news.
Market Moderates Rate-Cut Outlook
A review of the week’s top global economic and capital markets news.
Tame US PPI Offsets Hot CPI
A review of the week’s top global economic and capital markets news.
Rate Cut Expectations Trimmed
A review of the week’s top global economic and capital markets news.
Markets Extend Gains Ahead of Holidays
A review of the week’s top global economic and capital markets news.
Powell Ponders Pivot
A review of the week’s top global economic and capital markets news.
Solid US Jobs Report Cools Rate Cut Speculation
A review of the week’s top global economic and capital markets news.
A November to Remember!
A review of the week’s top global economic and capital markets news.
Stocks Extend Nearly Month-Long Rally
A review of the week’s top global economic and capital markets news.
Markets Price a Quicker Fed Pivot
A review of the week’s top global economic and capital markets news.