Global Market Events Insights Center
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Strategist's Corner
Investors are Seeking the Right Answers to the Wrong Questions
Week in Review
Sept 13: Fed Cut on Deck, Size in Question
MFS 100 Years
Harnessing Lessons from a Century of Investing
Back to Bonds: Why It May Be Time to Make the Move
A fixed Income market exploration that illustrates why the bond window of opportunity is now open for long-term investors.
Financial Fundamentals
Learn more about investing & finance basics to help make more informed decisions.
Latest Insights
Get the latest on global markets and economies as well as what's top of mind for our thought leaders.
2024 DC Retirement at a Glance
Stay up to date on capital markets and the retirement industry with our quick insights and information.
Fed Cut on Deck, Size in Question
A review of the week’s top global economic and capital markets news.
Tepid Jobs Report Opens Door to Larger Rate Cuts
A review of the week’s top global economic and capital markets news.
Growth, Inflation Trends Persist
A review of the week’s top global economic and capital markets news.
Money Market Yields: Is the Clock Running Out?
Illustrates how money market returns as well as other cash alternatives have tended to move in lockstep with the federal funds rate. And with potential rate cuts on the horizon, it may be time for investors to rethink their allocation.
Back to Bonds: Why it may be time to make the move
Fixed Income public brochure that illustrates why the bond window of opportunity is now open for long-term investors.
Fed Signals Time Has Come for Rate Cuts
A review of the week’s top global economic and capital markets news.
BTN - Elections Edition 2024
A compilation of market performance under various scenarios
Equities Rise as US Soft Landing Hopes Rekindled
A review of the week’s top global economic and capital markets news.
Fresh Data Cool Recession Fears
A review of the week’s top global economic and capital markets news.
Uncertainty is Non-Linear
Rob Almeida suggests that while recent market turmoil may not last, a backdrop of higher costs and lower growth could make for a more challenging operating environment ahead.
Rates Dive Amid US Slowdown Risks
A review of the week’s top global economic and capital markets news.
US Data Show Solid Growth, Moderate Inflation
A review of the week’s top global economic and capital markets news.
Investors are Seeking the Right Answers to the Wrong Questions
Rob Almeida suggests that investors should be more concerned about fundamentals than potential rate cuts.
Small-Cap and Value Stocks Outshine Large-Cap Growth Ones
A review of the week’s top global economic and capital markets news.
US Inflation Continues to Cool
A review of the week’s top global economic and capital markets news.
Fed Chief Sees Return of Cooling Inflation Trend
A review of the week’s top global economic and capital markets news.
US Inflation and Consumer Spending Cool
A review of the week’s top global economic and capital markets news.
US Budget Deficit Swells
A review of the week’s top global economic and capital markets news.
Markets Look Past Cautious Fed
A review of the week’s top global economic and capital markets news.
Annual report offering a comprehensive review of our approach to sustainability, material factor integration, proxy voting and engagement activities at MFS for the 2023 calendar year.
Strong US Employment Data Derail Hopes for Quick Rate Cut
A review of the week’s top global economic and capital markets news.
Lessons Learned from 100 Years of Investing
With 100 years of investing experience, MFS has the unique ability to provide insight into the lessons we have learned that can help our clients meet their investment objectives.
Markets Relieved As US Inflation Meets Expectations
A review of the week’s top global economic and capital markets news.
Fed Officials Advise Patience
A review of the week’s top global economic and capital markets news.
The Evolution of the Consumer Staples Sector
In the consumer staples space, clear profit visibility has given way to tech-driven disruption. As a result, separating the winners from the losers requires deep research and an appreciation of nuance.
US Inflation Takes Small Step in Right Direction
A review of the week’s top global economic and capital markets news.
Markets Grind Higher, Approach Record Levels
A review of the week’s top global economic and capital markets news.
Fed Rate Hike Fears Vanish
A review of the week’s top global economic and capital markets news.
2023 MFS Strategic Climate Action Plan
In line with the Task Force on Climate-Related Financial Disclosures (TCFD), this report outlines MFS’ view on climate change and our related actions in both our investment process and business operations.
US Inflation Stays Stubbornly High
A review of the week’s top global economic and capital markets news.
Inflation Surprise? No, Not Really
The market is currently correcting mistaken assumptions that were based on a market cycle driven by artificially low interest rates. As market dynamics shift, the source of a company's growth will also shift.
China’s Q1 GDP strong, but other indicators point to weakness
A review of the week’s top global economic and capital markets news.
A Different Paradigm
As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new higher-cost paradigm.
Amid Sticky Inflation, Fewer, Later Rate Cuts Expected
A review of the week’s top global economic and capital markets news.
You Can’t Hurry Cuts. You Just Have to Wait.
A review of the week’s top global economic and capital markets news.
US Economy Finished 2023 Strong
A review of the week’s top global economic and capital markets news.
Fed Turns Dovish, BOJ Hikes
A review of the week’s top global economic and capital markets news.
Inflation’s Last Mile Gets Bumpier
A review of the week’s top global economic and capital markets news.
Powell Looks Past Inflation Uptick
A review of the week’s top global economic and capital markets news.
Markets Mark Time Ahead of Big Data Week
A review of the week’s top global economic and capital markets news.
Tech Earnings Rekindle AI Enthusiasm
A review of the week’s top global economic and capital markets news.
Indexing Dilutes Capitalism
Rob Almeida examines how indexation has amplified the disconnect between valuations and fundamentals.
Inflation Uptick Dampens US Rate Cut Outlook
A review of the week’s top global economic and capital markets news.
China Intervenes to Support Stocks
A review of the week’s top global economic and capital markets news.
Rate Cut Hopes Dim Amid Strong US Data
A review of the week’s top global economic and capital markets news.
US Economic Growth Beats Expectations
A review of the week’s top global economic and capital markets news.
Great Expectations
Financial markets appear optimistic to start the year, while investors currently believe inflation will slow, rates fall, and profits rise. Rob Almeida explains why those beliefs may be contradictory.
Capital Markets View Summary
A summary of MFS views on current economic conditions and global financial market trends.
Market Moderates Rate-Cut Outlook
A review of the week’s top global economic and capital markets news.
Tame US PPI Offsets Hot CPI
A review of the week’s top global economic and capital markets news.
Rate Cut Expectations Trimmed
A review of the week’s top global economic and capital markets news.
2024 6 Key Themes
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.
MFS Proxy Voting Policies and Procedures
An outline of our voting guidelines and procedures on a wide range of topics, including how we assesses and vote on environmental, social and governance issues.
Markets Extend Gains Ahead of Holidays
A review of the week’s top global economic and capital markets news.
Powell Ponders Pivot
A review of the week’s top global economic and capital markets news.
Policy on Cluster Munitions and Anti-Personnel Mines
This Policy prescribes the application of laws adopted by certain countries that are signatories to the United Nations Convention on Cluster Munitions.
Solid US Jobs Report Cools Rate Cut Speculation
A review of the week’s top global economic and capital markets news.
How the Capital Cycle Could Impact 2024
How might investors think about the year ahead? The capital cycle fuels the engine of progress, but it can also create excesses and inefficiencies. Rob examines why that’s relevant today and going forward.
A November to Remember!
A review of the week’s top global economic and capital markets news.
Stocks Extend Nearly Month-Long Rally
A review of the week’s top global economic and capital markets news.
The End of Declining Capital Intensity
Rob Almeida examines how a shift from supply chain efficiency to resiliency will likely affect a company's return on capital. What type of companies are positioned to navigate this paradigm shift, and which companies are not?
Markets Price a Quicker Fed Pivot
A review of the week’s top global economic and capital markets news.
Either Stocks or Bonds are Wrong
Real yields in the US are either too high or equity valuations are well above fair value. Investors who can understand which enterprises possess real value and those that do not, will find themselves in an enviable position compared with the broader market.
Responsible Investing Policy Statement
How we help our clients achieve their investment goals by employing an investment approach that integrates environmental, social and corporate governance.
MFS Fixed Income History
Provides insight on MFS's deep history and expertise fixed income as well as its risk managed approach and Global Research Platform.
