Market Insights
Putting Tariffs and Turbulence into Historical Perspective
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Strategist's Corner
Strategist's Corner
Strategist's CornerCapital Is Like Cholesterol
10 June 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
10 June 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.Strategist's CornerShifting Liquidity Dynamics a Potential US Equity Headwind
9 June 2025The 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.
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Market Insights
Market Insights
Market PulseGlobal Market Pulse (USD)
9 June 2025Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Market InsightPortfolio Perspectives | Q2 2025
31 May 2025Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Market InsightMoody’s Downgrades US Sovereign Debt Rating
28 May 2025Market insights on US credit rating downgrade
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Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCME2025 Expectations: A New Mindset for Portfolio Design
4 June 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
14 March 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.
LTCMEMFS Long-Term Capital Market Expectations - UK Edition
3 February 2025UK regional edition of MFS Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Pound Sterling terms.
Strategist's Corner
Capital Is Like Cholesterol
Moody’s Sends Investors a Reminder
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.
Market Insights
Global Market Pulse (USD)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Portfolio Perspectives | Q2 2025
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Moody’s Downgrades US Sovereign Debt Rating
Market insights on US credit rating downgrade
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: 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.
MFS Long-Term Capital Market Expectations - UK Edition
UK regional edition of MFS Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Pound Sterling terms.