All Articles tagged with 'Robert Almeida'

You are in Posts tagged 'Robert Almeida'

The wisdom of earnings: Why EAFE’s past holds lessons for its future

From MFS Investment Management

Knowledge is a process of piling up facts; wisdom is the ability to simplify those facts. Take the old adage about the tomato: Knowledge is knowing it’s a fruit; wisdom

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01 Sep 2025

Shifting liquidity dynamics a potential US equity headwind

From MFS Investment Management

In brief Shrinking liquidity exacerbates volatility and may help identify which equities are the most vulnerable if liquidity continues to tighten. Since the global financial crisis, liquidity largely flowed into

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24 Apr 2025

To find the bust, you need to find the boom

From MFS Investment Management

The capital cycle drives booms and busts Capitalistic economies allocate resources in accordance with utility. The private sector pulls capital from industries with falling societal value and return on capital

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30 Sep 2024

Investors are seeking the right answers to the wrong questions

From MFS Investment Management

Key points: Are investors asking the right questions? Rate cuts are not a panacea for broken businesses. What really matters are fundamentals. Are these the right questions? Following the inflation

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29 Jul 2024

A different paradigm

From MFS Investment Management

It’s returns (on capital) that matter The market value of equities, whether public or private, represents a range of assumptions about future returns on capital. When profit forecasts change, market

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24 Apr 2024

Bad policy and unintended consequences

From MFS Investment Management

A great deal has been written in recent years about the uniqueness of Modern Monetary Theory and quantitative easing. The reality is that they are neither unique nor modern. They

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11 Apr 2023

A bird in the hand is worth two in the bush

From MFS Investment Management

Risk assets have gotten off to a historically poor start in 2022, a year in which seemingly diversified portfolios have been generating undiversified returns. Stocks and government bonds are down

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16 May 2022

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]