Markets in Motion: Shifts Transforming Economies and Markets
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Strategist's Corner
Strategist's Corner
Strategist's CornerAs the Paradigm Shifts, Liquidity is Here to Stay
19 September 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
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.
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Market Insights
Market Insights
Market InsightThe Inside View Summary - Markets in Motion: Shifts Transforming Economies and Markets
27 August 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 InsightPortfolio Perspectives // Q3 2025
17 July 2025Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Market InsightTax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
7 July 2025Highlights of the One Big Beautiful Bill (OBBBA) -
Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCMEMFS Long-Term Capital Market Expectations - UK Edition
25 July 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.
LTCMEMFS Long-Term Capital Market Expectations - European Edition
25 July 2025Europe regional edition of our Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Euros terms.
LTCMEMFS Long Term Capital Market Expectations: July 2025
18 July 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.
Strategist's Corner
As the Paradigm Shifts, Liquidity is Here to Stay
The Wisdom of Earnings: Why EAFE’s Past Holds Lessons for its Future
What Astronauts Can Tell Us About Passive Investing
Market Insights
The Inside View Summary - Markets in Motion: Shifts Transforming Economies and Markets
Portfolio Perspectives // Q3 2025
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Tax Cuts and Investment Incentives: Highlights of the One Big Beautiful Bill
Long Term Capital Markets Expectations
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.
MFS Long-Term Capital Market Expectations - European Edition
Europe regional edition of our Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Euros 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.