Decoding Software: Growth, Moats, and the AI Reckoning
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Strategist's Corner
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's CornerSpotting Unseen Risks in Portfolios
October 22, 2025A look at the challenges of identifying hidden risks in investment portfolios, likening them to undetectable health crises.Strategist's CornerAs the Paradigm Shifts, Liquidity is Here to Stay
September 19, 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
August 26, 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.
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Week in Review
Week in Review
Week in ReviewCredit, Trade and Liquidity Concerns Contribute to Investor Anxiety
October 17, 2025A review of the week’s top global economic and capital markets news
Week in ReviewThe Gold Rush of 2025 Continues
October 10, 2025A review of the week’s top global economic and capital markets news
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Market Insights
Market Insights
Timely insights into the market dynamics on your mind today
Market PulseMarket Pulse
September 3, 2025Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
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- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Spotting Unseen Risks in Portfolios
As the Paradigm Shifts, Liquidity is Here to Stay
The Wisdom of Earnings: Why EAFE’s Past Holds Lessons for its Future
Week in Review
Credit, Trade and Liquidity Concerns Contribute to Investor Anxiety
A review of the week’s top global economic and capital markets news
The Gold Rush of 2025 Continues
A review of the week’s top global economic and capital markets news
Market Insights
Timely insights into the market dynamics on your mind today
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.