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Strategist's Corner
- Institutions & Consultants
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner | READAugust 8, 2024Uncertainty 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.
Strategist's Corner | READJuly 22, 2024Investors are Seeking the Right Answers to the Wrong Questions
Rob Almeida suggests that investors should be more concerned about fundamentals than potential rate cuts.
Strategist's Corner | READMay 21, 2024The 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.
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 23, 2023The Far-Flung Past is Prologue
The negative stock/bond correlation from 1998 until 2019 was the anomaly, not the positive relationship that began in 2022. While correlations of asset classes normalize, the importance of security selection and manager allocation will matter immensely.
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.
LISTEN ON
Strategist's Corner | LISTENMay 22, 2024The Evolution of the Consumer Staples Sector | Transcript
Rob Almeida and Genevieve Gilroy, consumer staples sector leader, explore the shifting dynamics in the consumer staples sector in this podcast episode. They also discuss the importance of a collaborative, global research platform in differentiating opportunities across categories.
LISTEN ON
Strategist's Corner | LISTENFebruary 7, 2024Three Out of Four Ain't Bad | Transcript
Rob Almeida and Brad Rutan discuss in this podcast how investors are pricing in a favorable outlook for the economy, interest rates, inflation and earnings and the implications for the markets if some of those fail to live up to expectations.
LISTEN ON
Strategist's Corner | LISTENApril 15, 2024Signs of the Time: Making Sense of a World in Transition | Transcript
Rob Almeida is joined by Bill Gevov, MFS Senior Regional Consultant, in this podcast episode to discuss topics that are top of minds for many across the investment community, including the direction of interest rates, the impact of shifting global dynamics, and how investors may want to think about the effects of AI going forward.
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Market Insights
Market Insights
Market Insight | READSeptember 13, 2024US 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.
Market Pulse | READSeptember 5, 2024Market 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.
Beyond the News | READAugust 20, 2024BTN - Elections Edition 2024
A compilation of market performance under various scenarios
Market Insight | READAugust 1, 2024MFS Digest: August 2024
The MFS Digest summarizes key market themes and topics affecting investors and features related thought leadership from across MFS.
Market Insight | READMay 31, 2024Lessons Learned from 100 Years of Investing
With 100 years of investing experience, MFS has the unique ability to provide insight into the lessons we have learned that can help our clients meet their investment objectives.
Market Insight | READMarch 28, 2024GLP-1s Weigh on the Market
We provide a high-level overview of recent developments in the weight loss drug category and explore how they may impact other industries. These highly effective drugs were born out of research to treat diabetes but have additional benefits.
Capital Mkts View | ReadJanuary 24, 2024Capital Markets View Summary
A summary of MFS views on current economic conditions and global financial market trends.
Market Insight | READJanuary 5, 20242024 6 Key Themes
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.
Capital Mkts View | ReadOctober 24, 2023Capital Markets View
The MFS Capital Markets View entering the fourth quarter of 2023 aggregates insights on the equity and fixed income asset classes across regions and countries.
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Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCME | READSeptember 11, 2024Webcast: 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.
LTCME | READAugust 31, 2024MFS Long-Term Market Expectations Webcast Q&A Summary
Summary of the questions and answers from the Mid-Year Long-Term Capital Market Expectations webcast.
LTCME | READJuly 25, 2024MFS 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.
- Institutions & Consultants
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
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.
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.
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.
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?
The Far-Flung Past is Prologue
The negative stock/bond correlation from 1998 until 2019 was the anomaly, not the positive relationship that began in 2022. While correlations of asset classes normalize, the importance of security selection and manager allocation will matter immensely.
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.
The Evolution of the Consumer Staples Sector | Transcript
Three Out of Four Ain't Bad | Transcript
Signs of the Time: Making Sense of a World in Transition | Transcript
Market Insights
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.
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.
BTN - Elections Edition 2024
A compilation of market performance under various scenarios
MFS Digest: August 2024
The MFS Digest summarizes key market themes and topics affecting investors and features related thought leadership from across MFS.
Lessons Learned from 100 Years of Investing
With 100 years of investing experience, MFS has the unique ability to provide insight into the lessons we have learned that can help our clients meet their investment objectives.
GLP-1s Weigh on the Market
We provide a high-level overview of recent developments in the weight loss drug category and explore how they may impact other industries. These highly effective drugs were born out of research to treat diabetes but have additional benefits.
Capital Markets View Summary
A summary of MFS views on current economic conditions and global financial market trends.
2024 6 Key Themes
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.
Capital Markets View
The MFS Capital Markets View entering the fourth quarter of 2023 aggregates insights on the equity and fixed income asset classes across regions and countries.
Long Term Capital Markets Expectations
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.
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.
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.