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NORTHSTAR – TERMS & CONDITIONS OF USE
I AcceptMFS - James Swanson, CFA, MFS Chief Investment Strategist
There are two primary reasons to be cautious about investing fresh capital in today’s richly valued US equity markets, in my...
The United Kingdom faces a crucial referendum on its membership in the European Union later this month. While polls have tended to favour the Remain camp, some of the more recent polls have put Leave in the lead. While no one...
MFS - James Swanson, CFA, MFS Chief Investment Strategist
While it's easy to get caught up in campaign season — whether in the United States, where raucous primaries are underway, or...
MFS - James Swanson, CFA, MFS Chief Investment Strategist
For months, the marketplace has feared a US recession, driven by a sluggish global economy, the collapse in energy prices causing a...
MFS - James Swanson, CFA, MFS Chief Investment Strategist
So far in 2016, the headlines have been somewhat harrowing: China imploding. Banking problems in Europe. Devastation in the oil patch....
BNY Economic Market Overview
CHINA SCRAMBLES, GREECE STEADIES, US ON TRACK
Headlines in July focused on the increasing momentum behind China’s stock market rout. Despite vigorous...
AllianceBernstein Global Economic Outlook
Global Outlook
The global growth forecast of 3% for 2015 has hardly changed since the start of the year. Underlying growth and labor-market trends...
Active Investing In Europe
At the start of the year we saw five reasons for better growth in the eurozone: the fading impact of austerity, slow but steady reform, an improving credit cycle, a...
RISING FORTUNES OF US CONSUMERS
13 March 2015
Quick Points
NEVER DIVE FOR YIELD
24 February 2015
Quick Points
PULLED APART OR PUSHED AHEAD?
9 January 2015
Economic Overview
How to play the stronger dollar
Why is the dollar rising?
There are three key reasons for the dollar rise:
AllianceBernstein US PERSPECTIVES
Change in Fed Script Likely on Tap
At next week’s FOMC meeting, the committee must assess the implications of faster economic growth and falling...
AllianceBernstein EUROPEAN PERSPECTIVES
Timid Loan Take-up Nudges ECB Closer to Quantitative Easing
With the ECB’s balance sheet barely expanding at all and inflation expectations...
AllianceBernstein Global Economic Outlook
Global Economic Outlook
Current and prospective global economic growth conditions remain moderate. Estimates for 2014 growth in real gross domestic...
FEARING THE FED
11 December 2014
Economic Overview
AllianceBernstein Global Markets Outlook
Global Economic Outlook
Current and prospective global economic growth conditions remain moderate. Estimates for 2014 growth in real gross domestic...
FEARING THE FED
18 November 2014 2014
QUICK POINTS
Searching far and wide for income
Traditional sources of income are struggling against inflation
Macroeconomic overview
One’s loss is another’s gain
The global liquidity spigot seems set to remain wide open. As the US Federal Reserve winds down its quantitative easing...
LINKING EQUITIES TO THE ECONOMY
18 July 2014
QUICK POINTS
Lacking direction in a “low vol” world
Asset allocation themes for this year and beyond
Over the past couple of years, two popular economic stories have emerged. First, the tapering of asset purchases by the US Federal Reserve has...
MFS Strategist’s Corner – James Swanson, CFA
WILL MARGINS AND PROFITS PETER OUT?
QUICK POINTS
Let’s get back to margins and earnings as the point of...
Strategies for the long term Historically, yield has been the main component of fixed-income returns. Even though the price of bonds may decline over time, income is always positive. Should interest rates rise modestly, bonds...
Coming up next, more ECB action
They’ve only just begun
Despite an improving economic backdrop and rising asset prices, it seems probable that the European Central...
MFS Strategist’s Corner – James Swanson, CFA
To invest or not to invest in 2014? That depends on what is yet to come
IN BRIEF
Invest in long-term quality, not short-term uncertainty
IN BRIEF
Insights from Some of History’s Greatest Investment Minds
During extreme periods for the market, investors often make decisions that can undermine their ability to build long-term...
Recognize That Historically, Periods of Low Returns for Stocks Have Been Followed by Periods of Higher Returns
History shows that disappointing 10 year periods for stocks, though...