Market Insight
Global 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.
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Strategist's Corner
- Investment Professional
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
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.Strategist's CornerOil: Geopolitics Versus Structural Headwinds
2 July 2025A quick analysis of the oil market; focusing on supply and demand dynamics, the impact of geopolitical tensions and structural factors influencing energy prices.
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Week in Review
Week in Review
Week in ReviewFiring of Fed Governor Heads to Court
29 August 2025A review of the week’s top global economic and capital markets news
Week in ReviewThe Federal Reserve Signals Shift Towards Dovish Stance
22 August 2025A review of the week’s top global economic and capital markets news
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Market Insights
- Investment Professional
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner
The Wisdom of Earnings: Why EAFE’s Past Holds Lessons for its Future
26 August 2025
In 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 Corner
What Astronauts Can Tell Us About Passive Investing
19 August 2025
Global 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.
Strategist's Corner
Oil: Geopolitics Versus Structural Headwinds
2 July 2025
A quick analysis of the oil market; focusing on supply and demand dynamics, the impact of geopolitical tensions and structural factors influencing energy prices.
Week in Review
Week in Review
Firing of Fed Governor Heads to Court
29 August 2025
A review of the week’s top global economic and capital markets news
Week in Review
The Federal Reserve Signals Shift Towards Dovish Stance
22 August 2025
A review of the week’s top global economic and capital markets news