Markets in Motion: Shifts Transforming Economies and Markets
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Strategist's Corner
Strategist's Corner
Strategist's CornerThe Paradox of Investor Behavior and the Capital Cycle
November 13, 2025Insights 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.”Strategist's CornerTechnological Evolution and Financial Cycles: How AI Fits In
October 31, 2025A look at the evolution of financial cycles and excesses, and a framework for understanding today’s AI investment boom.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.
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Market Insights
Market Insights
Market InsightWe Mean Business Cycle – The Implications for Asset and Sector Allocation
October 30, 2025By combining macroeconomic indicators and forward-looking data, we highlight a probabilistic business cycle model designed to evaluate economic phases and their implications for asset and sector allocation.Market Insight3 minThe Fed Ends QT: What it Means for Markets
October 30, 2025The Federal Reserve has announced the end of quantitative tightening. This policy shift is expected to send a bullish signal for both fixed income and equities.Market Insight1 minPortfolio Perspectives // Q4 2025
October 17, 2025Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
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Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCME1 minMFS Long-Term Capital Market Expectations - Japan Edition
July 25, 2025Japan 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 Japanese Yen 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.
LTCME5 min2025 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 Paradox of Investor Behavior and the Capital Cycle
Technological Evolution and Financial Cycles: How AI Fits In
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Spotting Unseen Risks in Portfolios
Market Insights
We Mean Business Cycle – The Implications for Asset and Sector Allocation
The Fed Ends QT: What it Means for Markets
Portfolio Perspectives // Q4 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 - Japan Edition
Japan 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 Japanese Yen 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.