Market Insights
Putting Tariffs and Turbulence into Historical Perspective
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Strategist's Corner
- Institutions & Consultants
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
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.Strategist's CornerCapital Is Like Cholesterol
June 2, 2025Robert M. Almeida, Portfolio Manager and Global Investment Strategist, draws parallels between capital flow and cholesterol, emphasizing the importance of balance in economic health.Strategist's CornerMoody’s Sends Investors a Reminder
May 23, 2025Despite potential rate cuts by the Federal Reserve, long-dated bond yields might not fall significantly due to the high existing debt burden and elevated uncertainties.
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Market Insights
Market Insights
Market InsightPutting Tariffs and Turbulence into Historical Perspective
April 11, 2025Our chief economist explores the historical use of tariffs, potential unintended consequences, and their relevance in today's complex global economy. He offers insights and considerations to navigate shifting trade dynamics and policy impacts.Market InsightA Playbook for Navigating Uncertainty: Uncovering Risks and Opportunities in Volatile Markets
March 26, 2025Kim Hyland and Rob Almeida discuss navigating economic uncertainties such as tariffs and market transitions. They explore how understanding both individual company dynamics and overall market changes can help in identifying investment opportunities and managing risks during volatile periods.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.
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Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
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.
LTCMEWebcast: 2025 Expectations - A New Mindset for Portfolio Design
February 4, 2025After a year that surprised many of us, what will 2025 bring? Watch the replay of our recent webinar for a discussion of 2024 market shifts and the impact of these changes on expectations for this year.
- Institutions & Consultants
- Insights
- Market Insights
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Oil: Geopolitics Versus Structural Headwinds
Capital Is Like Cholesterol
Moody’s Sends Investors a Reminder
Market Insights
Putting Tariffs and Turbulence into Historical Perspective
A Playbook for Navigating Uncertainty: Uncovering Risks and Opportunities in Volatile Markets
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: 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.
Webcast: 2025 Expectations - A New Mindset for Portfolio Design
After a year that surprised many of us, what will 2025 bring? Watch the replay of our recent webinar for a discussion of 2024 market shifts and the impact of these changes on expectations for this year.