Market Insights
Putting Tariffs and Turbulence into Historical Perspective
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Strategist's Corner
Strategist's Corner
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.Strategist's CornerCapital Is Like Cholesterol
June 17, 2025Robert M. Almeida, Portfolio Manager and Global Investment Strategist, draws parallels between capital flow and cholesterol, emphasizing the importance of balance in economic health.Strategist's CornerMoody’s Sends Investors a Reminder
June 10, 2025Despite 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.
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Market Insights
Market Insights
Market Insight2025 FTSE Russell® US Equity Index Reconstitution: Key Insights and Impacts
July 10, 2025Explore the impactful changes introduced by the 2025 FTSE Russell® US Equity Index reconstitution, with a focus on updates to the Russell 1000® Growth Index and Russell Midcap Growth Index. This in-depth analysis incorporates insights from MFS' value and growth investment teams, shedding light on sector shifts, key company performance metrics, and the forward-looking implications for institutional investors.Market InsightTax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
July 7, 2025Highlights of the Big, Beautiful Bill (OBBA)Market InsightRussell® 1000 Value Index Reclassification - June 2025
June 26, 2025Overview of June 2025 anticipated changes to R1V Index -
Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCME2025 Expectations: A New Mindset for Portfolio Design
June 13, 2025Summary of the questions and answers from the February 2025 Long-Term Capital Market Expectations webcast.
LTCMEWebcast: Mid-Year Outlook, Market Volatility and Long-term Market Expectations
March 14, 2025Secular 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.
LTCMEWebcast: 2025 Expectations - A New Mindset for Portfolio Design
March 14, 2025After a year that surprised many of us, what will 2025 bring? Watch the replay of our recent webinar for a discussion of 2024 market shifts and the impact of these changes on expectations for this year.
Strategist's Corner
Oil: Geopolitics Versus Structural Headwinds
Capital Is Like Cholesterol
Moody’s Sends Investors a Reminder
Market Insights
2025 FTSE Russell® US Equity Index Reconstitution: Key Insights and Impacts
Tax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
Russell® 1000 Value Index Reclassification - June 2025
Long Term Capital Markets Expectations
2025 Expectations: A New Mindset for Portfolio Design
Summary of the questions and answers from the February 2025 Long-Term Capital Market Expectations webcast.
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.
Webcast: 2025 Expectations - A New Mindset for Portfolio Design
After a year that surprised many of us, what will 2025 bring? Watch the replay of our recent webinar for a discussion of 2024 market shifts and the impact of these changes on expectations for this year.