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Posts From MFS

Back to Reality

Back to Reality

🕔11:29, 21.Sep 2020

The Important Role of Active Management in Defined Contribution Plans While active management has always played an important role in retirement plans, the COVID19 crisis has added new layers of complexity to the active versus passive debate. We observe a

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Rising debt, weak growth highlight active selection

Rising debt, weak growth highlight active selection

🕔07:54, 16.Sep 2020

Winners vs. Losers in Credit The extraordinary monetary and fiscal policy measures enacted during the pandemic have added further impetus to the trend of rising corporate debt and less stringent lending standards that began in the aftermath of the global

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The Case for (Eventual) Inflation

The Case for (Eventual) Inflation

🕔11:25, 14.Aug 2020

Most investors came of age during a persistently disinflationary environment. Given the disinflationary demand shock caused by the coronavirus pandemic, that backdrop is likely to endure for the next several years. However, the combination of massive unconventional monetary policy and

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Growth “De-Labeled”

Growth “De-Labeled”

🕔15:35, 7.Aug 2020

Investment Insights  Rethinking Diversification for Non-US Based Investors Asset owners globally tend to exhibit a home bias toward locally or regionally domiciled companies and benchmarks, which shows that they tend to be …  

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Mid-Caps: Center of the Equity Universe

Mid-Caps: Center of the Equity Universe

🕔08:08, 3.Aug 2020

Although each asset class has its own features and risks, we believe that mid-cap equities present a strong opportunity in the equity market and deserve consideration for suitable investor portfolios. Mid-caps have performed relatively well over the past decade in

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Finding Opportunity in Japan Equity

Finding Opportunity in Japan Equity

🕔15:10, 31.Jul 2020

Our contention is that most global asset allocators have been underweight Japan equities for a long time. When we ask investors why this is the case, their rationale usually encompasses a combination of three main assumptions: 1. Japan is a

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Rethinking the Role of Fixed Income Along the Retirement Savings Journey

Rethinking the Role of Fixed Income Along the Retirement Savings Journey

🕔15:03, 3.Jul 2020

Target date fund risk profiles should align with evolving participant objectives along the retirement savings journey and we believe fixed income plays a critical role in managing risk. In our view, glide path construction should focus on managing risk and

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Music, Moonlight, Love and Romance in European Fixed Income

Music, Moonlight, Love and Romance in European Fixed Income

🕔10:39, 5.Jun 2020

Monetary accommodation and fiscal stimulus are abundant, but the outlook for many companies is less stellar. Corporate defaults will undoubtedly rise significantly. There is now greater yield dispersion between the northern and southern members of the Eurozone, between high-yield and

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Going Global in Equities

Going Global in Equities

🕔14:08, 1.May 2020

White Paper  It is telling that asset managers today closely monitor specific themes that would have seemed very niche just 20 years ago, such as the spending patterns of millennials in Asia. Why? Because Asian millennials' spending power has the

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Capital Markets View Summary

Capital Markets View Summary

🕔13:45, 27.Apr 2020

Global equity volatility remains elevated after spiking to levels not seen since the global financial crisis as investors sold equities somewhat indiscriminately over the past several weeks. Valuations and corporate profit margins were rich coming into the coronavirus pandemic, priced

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It’s Hard to Conjure Animal Spirits From a Wounded Animal

It’s Hard to Conjure Animal Spirits From a Wounded Animal

🕔13:29, 31.Mar 2020

After leaving the US Federal Reserve, former Chairman Ben Bernanke described his mindset during the global financial Crisis in terms of outside-the-box results: “We knew we had to step away from orthodox policies and bring new solutions to the table.

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Q&A: ESG and Fixed Income

Q&A: ESG and Fixed Income

🕔17:11, 24.Feb 2020

Q&A: ESG and Fixed Income  Across the globe, fixed income investors are increasingly interested in environmental, social and governance (ESG) issues. MFS Research Analyst Mahesh Jayakumar explains how MFS® incorporates ESG factors into fixed income research and looks at the

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UK Retirement Landscape 2020

UK Retirement Landscape 2020

🕔11:45, 17.Feb 2020

Investment Insights  In brief The UK retirement industry is on course for meaningful changes in 2020. We observe the following forces as continuing to shape it: ■ Low bond yields and a lower-returning investment environment ■ The continued rise in

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Value, Momentum and Mean Reversion in Factor Returns

Value, Momentum and Mean Reversion in Factor Returns

🕔17:11, 10.Feb 2020

In brief Negative returns to Value factors over the past ten years might lead one to conclude that such factors' returns will also be challenged going forward. Momentum has had relatively better returns over the same period but has also

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Capital Markets View

Capital Markets View

🕔07:55, 23.Jan 2020

Corporate earnings remained weak through the first three quarters of the year, but expectations of a better 2020 outlook pushed global equity prices higher during the third quarter, with equities in the United States logging their strongest performance since 2013…

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Value, Momentum and Mean Reversion in Factor Returns

Value, Momentum and Mean Reversion in Factor Returns

🕔17:29, 13.Jan 2020

In brief ■ Negative returns to Value factors over the past ten years might lead one to conclude that such factors' returns will also be challenged going forward. Momentum has had relatively better returns over the same period but has

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All Clear?

All Clear?

🕔13:01, 13.Dec 2019

Financial markets are signaling all is well, buoyed by cooling trade tensions and ongoing monetary accommodation. We question the sustainability of this view. I spent the first two weeks of November traveling in Asia, discussing fixed income markets and the

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Volatility: Returns Down the Drain

Volatility: Returns Down the Drain

🕔17:43, 28.Nov 2019

In brief Volatility diminishes the rate at which an investment grows over the long term and has a negative relative impact on portfolio returns. The actual compounded rate of return on an investment is less than the average rate of

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Don’t Give Up on Non-US Equities

Don’t Give Up on Non-US Equities

🕔14:29, 28.Nov 2019

In brief: Investors are increasingly frustrated after years of non-US equity underperformance While US fundamentals appear to be superior, a closer look suggests the gap may be narrower than it seems With financial alchemy potentially reaching its limits, true fundamentals

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Trade Remains in Focus; Manufacturing Steadies

Trade Remains in Focus; Manufacturing Steadies

🕔13:08, 26.Nov 2019

A review of the week's top global economic and capital markets news. For the week ending 22 November 2019 As of noon on Friday, global equities are on pace to close modestly lower on the week. The yield on the

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Capital Markets View: Global Edition Q4 2019

Capital Markets View: Global Edition Q4 2019

🕔18:26, 25.Nov 2019

Corporate earnings expectations have continued to fade as the impact of a global growth slowdown and related trade frictions take hold at the company level. Trade tensions between the United States and China remain elevated though negotiations aimed at reaching

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Equities Extend Their Advance

Equities Extend Their Advance

🕔13:55, 19.Nov 2019

For the week ending 15 November 2019 As of noon on Friday, major US equity indices are on pace to close at record highs as fears of recession dissipate and hopes for a US-China trade agreement endure. The yield on

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Trade and Tariff Uncertainty: A Bottom-Up Perspective on Managing Macro Headwinds

Trade and Tariff Uncertainty: A Bottom-Up Perspective on Managing Macro Headwinds

🕔16:35, 13.Nov 2019

US and China trade-related uncertainties and the associated financial risks are unlikely to be resolved soon. A company's ability to weather the tariff-related headwinds of rising costs, compressing margins and the potential loss of market share depends on its ability

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Capital Markets View:  Q4 2019 Global Edition (SUMMARY)

Capital Markets View: Q4 2019 Global Edition (SUMMARY)

🕔10:29, 23.Oct 2019

Corporate earnings expectations have continued to fade as the impact of a global growth slowdown and related trade frictions take hold at the company level. Trade tensions between the United States and China remain elevated though negotiations aimed at reaching

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To Zero and Beyond!

To Zero and Beyond!

🕔18:04, 21.Oct 2019

Fans of the film Toy Story will recognize Buzz Lightyear’s spunky catchphrase “To infinity and beyond!” Well, interest rates around the world are navigating their own journey, voyaging toward the abyss of the yield universe rather than its outer limits,

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Featured Events & Webinars

  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

Twitter

Investors need to manage risk to take a breather and observe the shifting global economy, says our expert #Norman_Villamin in the Hong Kong Economic Times. Read on.

First of its kind biodiversity tool for investors announced - via ⁦@AdviserVoice⁩ https://www.adviservoice.com.au/2020/09/first-of-its-kind-biodiversity-tool-for-investors-announced/

According to the new edition of the #PPIFutureBook, there are now 14.6 million DC savers in the UK. Of these, 10.3 million employees were enrolled automatically, nearly twice as many as in 2015 (5.4 million). @PPI_Research #pensions #definedcontribution https://bit.ly/2SakPKM

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