MFS Global Investment Strategist Rob Almeida and High Yield Portfolio Manager Michael Skatrud discuss market complacency, spreads, a changing macro environment and how long-term active managers manage risk and seek to exploit market dislocations.
May 11, 2022
28 min
MFS Global Investment Strategist Rob Almeida and Fixed Income Portfolio Manager Henry Peabody explore what's driving today's credit market and how long-term active managers can try to exploit the market's short-term focus to add alpha.
Apr 18, 2022
19 min
Rob Almeida explores trends and opportunities in the housing sector with Fixed Income Portfolio Manager Jake Stone, Fixed Income Analyst Anne Glancy, and Equity Analyst Matt Doherty.
Mar 25, 2022
17 min
MFS Global Investment Strategist Rob Almeida and Research Analyst CV Rao breakdown two hot topics inside the technology sector, Web.3.0 and the Metaverse, and how they represent disruptors for a range of industries and the capital markets as a whole.
Feb 25, 2022
27 min