Market Insights
Putting Tariffs and Turbulence into Historical Perspective
-
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.
-
Market Insights
Market Insights
Market InsightPortfolio Perspectives // Q3 2025
July 17, 2025Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
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) -
Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCMEMFS Long Term Capital Market Expectations: July 2025
July 18, 2025The July 2025 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.
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: 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
Portfolio Perspectives // Q3 2025
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
2025 FTSE Russell® US Equity Index Reconstitution: Key Insights and Impacts
Tax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
Long Term Capital Markets Expectations
MFS Long Term Capital Market Expectations: July 2025
The July 2025 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.
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.