Insights / Blogs

Insights / Blogs

On The Lookout

James Swanson, Chief Investment Strategist, helps readers make sense of the markets by sharing what he learns along the way.

January 14, 2015

Don't blame the business cycle



MFS Chief Investment Strategist James Swanson reflects that a higher dollar, lower energy prices, and a lower cost of capital tend to perpetuate business cycles, which may bode well for fundamental long-term investors in 2015.

For more market commentary from MFS, visit our YouTube channel.

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January 9, 2015

Pulled apart or pushed ahead?

There may be things to worry about, but there’s also good news.
In my view, the global economy is not being pulled apart in 2015.
Low energy prices, interest rates and inflation could push the world ahead.


At the beginning of 2015, the worry machines of the world are working full time. We hear that China is a bubble, Japan cannot be fixed, Europe is a mess again and the United States is showing signs of slowing.

There may be some truth in all this, but there are other truths that we should also consider.

December 18, 2014

Mixed effects of lower oil



James Swanson, Chief Investment Strategist, wonders about the sustained impact of the dramatic plunge in oil prices on global financial markets and the business cycle.

For more market commentary from MFS, visit our YouTube channel.

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December 10, 2014

Market Insights 2015

Collaboration is part of the culture here at MFS and a key component of what drives our long-term approach to investing. Last week my colleagues Bill Adams and Kevin Beatty joined me to present our Market Insights webcast. At the beginning of 2015, Bill will be taking on the new role of Chief Investment Officer for Global Fixed Income and Kevin will become our first Chief Investment Officer for Global Equities.

During the webcast, we explored the economic, fixed income and equity trends that we think will drive the markets in the new year. Here are some highlights.

November 24, 2014

Credit market fundamentals



Chief Investment Strategist James Swanson says that investing in the high grade and high yield markets requires diligence and vigilance, taking both fundamentals and valuations into account.

For more market commentary from MFS, visit our YouTube channel.

If you have trouble viewing this video on YouTube, please click here.