Markets in Motion: Shifts Transforming Economies and Markets
-
Strategist's Corner
Strategist's Corner
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.Strategist's CornerWhat Astronauts Can Tell Us About Passive Investing
August 19, 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
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.
-
Market Insights
Market Insights
Market InsightThe Inside View Summary - Markets in Motion: Shifts Transforming Economies and Markets
August 27, 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 PulseGlobal Market Pulse (USD)
August 4, 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 // Q3 2025
July 17, 2025Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
-
Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCMEMFS Long-Term Capital Market Expectations - Canada Edition
July 25, 2025Canada regional edition of our Long-Term Capital Market Expectations. These proprietary expectations represent a forward look of risk and return across asset classes and regions in Canadian Dollar terms.
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
March 6, 2025Summary of the questions and answers from the February 2025 Long-Term Capital Market Expectations webcast.
Strategist's Corner
The Wisdom of Earnings: Why EAFE’s Past Holds Lessons for its Future
What Astronauts Can Tell Us About Passive Investing
Oil: Geopolitics Versus Structural Headwinds
Market Insights
The Inside View Summary - Markets in Motion: Shifts Transforming Economies and Markets
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 // Q3 2025
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Long Term Capital Markets Expectations
MFS Long-Term Capital Market Expectations - Canada Edition
Canada regional edition of our Long-Term Capital Market Expectations. These proprietary expectations represent a forward look of risk and return across asset classes and regions in Canadian Dollar terms.
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.