Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top-of-mind for clients.
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner
The Long-Term Case for Compounders
8 January 2026
Companies that can compound earnings have outperformed across full market cycles. See why durability, not hype, matters more than ever for long-term investors.
The Paradox of Investor Behavior and the Capital Cycle
13 November 2025
Insights into investor behavior, market cycles, and the impact of biological programming on financial decision-making. It emphasizes the importance of disciplined investment strategies, such as “Time Horizon Arbitrage.”
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner
The Long-Term Case for Compounders
8 January 2026
Companies that can compound earnings have outperformed across full market cycles. See why durability, not hype, matters more than ever for long-term investors.
The Paradox of Investor Behavior and the Capital Cycle
13 November 2025
Insights into investor behavior, market cycles, and the impact of biological programming on financial decision-making. It emphasizes the importance of disciplined investment strategies, such as “Time Horizon Arbitrage.”