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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 | READMay 23, 2025Moody’s Sends Investors a Reminder
Despite potential rate cuts by the Federal Reserve, long-dated bond yields might not fall significantly due to the high existing debt burden and elevated uncertainties.
Strategist's Corner | ReadApril 17, 2025Shifting Liquidity Dynamics a Potential US Equity Headwind
The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.
Strategist's Corner | ReadMarch 21, 2025Strategic Preparation — The Key to Navigating Investment Uncertainties and Cognitive Biases
Both equity and debt investments are claims on the same underlying assets of a company and understanding their relationship and potential correlations is crucial. Prepared investors must recognize these connections and potential blind spots, using comprehensive stress-testing and inter-disciplinary collaboration to navigate uncertainties in the market.
Strategist's Corner | ReadMarch 6, 2025A Simple Way to Think About Tariffs
Given the complexity of supply chains, gauging the impact of tariffs will be difficult. Focusing on understanding which businesses will be able to absorb the levies and which will not, might be a better course of action. Is the current environment causing a paradigm shift to the value of discretionary portfolios with fundamental underpinnings?
Strategist's Corner | ReadMarch 5, 2025Why Non-US Equities May Regain Market Leadership
In this edition of the Strategist Corner, Rob Almeida, MFS Global Investment Strategist, discusses if investors are emphasizing technicals at the cost of fundamentals.
Strategist's Corner | ReadJanuary 30, 2025A New Capital Cycle Is Driving US Exceptionalism
Economic forecasting is challenging, but understanding the capital cycle can help. Led by investment in AI, the US has embarked on a new capital cycle. The result is a shifting landscape of likely industry winners and losers.
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Week in Review
Week in Review
Week in Review | ReadMay 30, 2025Court Ruling May Force Trump to Switch Tariff Tactics
A review of the week’s top global economic and capital markets news
Week in Review | ReadMay 23, 2025Tariff Quiet Shattered
A 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 Insight | WatchApril 11, 2025Putting Tariffs and Turbulence into Historical Perspective | Transcript
Our 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 Insight | WatchDecember 4, 2024Introducing MFS Active ETFs: Choice for Our Clients | Transcript
Dave 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 Insight | WatchDecember 4, 2024MFS Active ETFs: An Approach Backed by 100 Years of Experience | Transcript
Carol Geremia and Ted Maloney discuss our long history of active management and how we have evolved to meet client needs. Ted also touches on our decision to launch our suite of active ETFs and our active approach to managing them.
- Individual Investor
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Moody’s Sends Investors a Reminder
Despite potential rate cuts by the Federal Reserve, long-dated bond yields might not fall significantly due to the high existing debt burden and elevated uncertainties.
Shifting Liquidity Dynamics a Potential US Equity Headwind
The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.
Strategic Preparation — The Key to Navigating Investment Uncertainties and Cognitive Biases
Both equity and debt investments are claims on the same underlying assets of a company and understanding their relationship and potential correlations is crucial. Prepared investors must recognize these connections and potential blind spots, using comprehensive stress-testing and inter-disciplinary collaboration to navigate uncertainties in the market.
A Simple Way to Think About Tariffs
Given the complexity of supply chains, gauging the impact of tariffs will be difficult. Focusing on understanding which businesses will be able to absorb the levies and which will not, might be a better course of action. Is the current environment causing a paradigm shift to the value of discretionary portfolios with fundamental underpinnings?
Why Non-US Equities May Regain Market Leadership
In this edition of the Strategist Corner, Rob Almeida, MFS Global Investment Strategist, discusses if investors are emphasizing technicals at the cost of fundamentals.
A New Capital Cycle Is Driving US Exceptionalism
Economic forecasting is challenging, but understanding the capital cycle can help. Led by investment in AI, the US has embarked on a new capital cycle. The result is a shifting landscape of likely industry winners and losers.
Week in Review
Court Ruling May Force Trump to Switch Tariff Tactics
A review of the week’s top global economic and capital markets news
Tariff Quiet Shattered
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