Markets in Motion: Shifts Transforming Economies and Markets
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Strategist's Corner
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's CornerAs the Paradigm Shifts, Liquidity is Here to Stay
19 September 2025History teaches us that governments struggle to rein in liquidity once it’s been unleashed. We’re entering a new paradigm in which tangible fixed investment is replacing financial engineering. In this new environment, the disruption of profit pools may advantage active managers.Strategist's CornerThe Wisdom of Earnings: Why EAFE’s Past Holds Lessons for its Future
26 August 2025In the latest Strategist's Corner, Rob Almeida examines the role of earnings as the primary driver of market performance, contrasting the MSCI EAFE Index's outperformance during 2000-2008 with its lag over the past 15 years due to weaker earnings. Highlights include how economic shifts, including higher spending, input costs, and investment demands, may set the stage for future EAFE outperformance and underscores the importance of focusing on earnings fundamentals amidst changing global conditions to identify market opportunities.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.
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Market Insights
Market Insights
Market InsightThe Inside View Summary - Markets in Motion: Shifts Transforming Economies and Markets
27 August 2025Our industry experts discuss how accelerating economic and market shifts across the globe have significant implications on asset allocations. In this summary, you'll learn how the structural shifts in today's rapidly evolving economic landscape is critical for long-term portfolio success.Market InsightTax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
7 July 2025Highlights of the One Big Beautiful Bill (OBBBA)Market InsightRussell® 1000 Value Index Reclassification - June 2025
20 June 2025Overview of June 2025 anticipated changes to R1V Index -
Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCMELong Term Capital Market Expectations – Australia Edition
28 July 2025Australia regional edition of our Long-Term Captial Market Expectations. These proprietary expectations represent a forward look of risk and return across asset classes and regions in Australian Dollar terms.
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.
LTCMEWebcast: 2025 Expectations - A New Mindset for Portfolio Design
4 February 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.
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- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
As the Paradigm Shifts, Liquidity is Here to Stay
The Wisdom of Earnings: Why EAFE’s Past Holds Lessons for its Future
What Astronauts Can Tell Us About Passive Investing
Market Insights
The Inside View Summary - Markets in Motion: Shifts Transforming Economies and Markets
Tax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
Russell® 1000 Value Index Reclassification - June 2025
Long Term Capital Markets Expectations
Long Term Capital Market Expectations – Australia Edition
Australia regional edition of our Long-Term Captial Market Expectations. These proprietary expectations represent a forward look of risk and return across asset classes and regions in Australian Dollar terms.
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: 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.