Equities Ignore Recession, Profit Risks
For equity investors, it is of paramount importance to closely monitor the potential effects of increasing financial stresses on earnings expectations.
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Bad Policy and Unintended Consequences
Rob Almeida from MFS Investment Management expects the stress caused by the unwinding of years of bad monetary policy will create significant alpha opportunities.
Read MoreFixed Income is Attractive, but Beware of “Fake” Yield
The recent shift from yield-scarcity to abundance must be approached carefully as higher rates make the environment more difficult and add to financial stress.
Read MoreMidterm U.S. Election Preview: Gridlock ahead?
As the US congressional elections in November draw nearer, MFS examines past midterm electoral cycles and the key issues and potential outcomes relevant to investors.
Read MoreAre We There Yet?
Rob Almeida from MFS Investment Management discusses the perceptions and realities about market bottoms and why he believes they require a level of capitulation we’ve not yet seen.
Read MoreShould I Stay or Should I Go?
Ross Cartwright, Director of MFS IM’s Investment Solutions Group, examines considerations for asset allocation strategies across growth and value in todays market environment.
Read MoreAverages Don’t Tell the Whole Story
Rob Almeida from MFS Investment Management explains how historical market patterns can provide a useful roadmap for the the future but can also lead to mistaken assumptions.
Read MoreA Bird in the Hand Is Worth Two in the Bush
Rob Almeida from MFS explains how stocks and bonds might become more correlated and investment styles such as growth and value more closely synched than in the past.
Read MoreA Strategic Case for Commodities
MFS explains how commodities can be an important diversifier during periods of higher inflation and why the asset class could be an integral component of multi-asset portfolios.
Read MoreVirtual Investing? Really?
Even as science changes things, it’s still ultimately about figuring out which companies have the commercial application and ability to monetize the science and which don’t.
Read MoreInvesting in Times of Conflict
Recent developments in Ukraine have led to many questions regarding the implications for global growth, inflation and the markets. Pilar Gomez-Bravo from MFS tries to answer some of them.
Read MoreKey Themes for Capital Markets in 2022
Jonathan Hubbard and Benoit Anne from MFS give us a comprehensive view of the key themes they believe will influence the macroeconomic and capital markets environment in 2022.
Read MoreSustainability May Be Problematic for Some
Rob Wilson and Rob Almeida from MFS discuss how efforts to become more sustainable will challenge many companies and perhaps even bankrupt some.
Read MoreThe Wisdom of Ted Lasso
Bill Adams from MFS Investment Management (with an assist from Coach Lasso) examines the current inflation debate and the importance of a longer-term time horizon for investors.
Read MoreRespecting Three Centuries of Correlation
Robert Almeida from MFS Investment Management analyses the historical relationship between stocks and bonds, and why it is crucial in diversification and asset allocation decisions.
Read MoreCreative Disruption: 5G Wireless Technology
MFS Investment Management explains how its research teams assess key factors to understand 5G implications through a long-term view in support of investment decisions.
Read MoreRemaining Grounded During Market Dislocations
Kevin Schmitz from MFS Investment Management illustrates how his firm’s active management process helps them focus on opportunities during market dislocations.
Read MoreRecent Signs of Market Exuberance
Jon Hubbard of MFS Investment Management breaks down the five primary signs of current market exuberance that his firm feels investors should consider.
Read MoreFraming 2020 and Beyond
The world will be a different place when we are no longer required to don masks and understanding how will be key to successful long-term investing, says Bill Adams from MFS.
Read MorePurpose Is Our North Star
As 2020 comes to a close, Rob Almeida from MFS Investment Management reflects on the past year and discusses the responsible allocation of capital as we head into 2021.
Read MoreBlue Wave Fails to Reach Shore
by Robert Almeida, Portfolio Manager and Global Investment Strategist
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