Emphasize the Essentials
Posted on 06/12/2019
This article is sponsored by MFS Investment Management.
Rob Almeida, an investment officer and global investment strategist for MFS Investment Management® (MFS®), discusses why it’s important to put macroeconomic data in context and focus more on material corporate fundamentals.
Financial markets place a great deal of emphasis on binary outcomes: Will the Fed lower rates? Will there be a resolution to the US–China trade war? Many a short-term investment thesis has relied on predicting the answers to these sorts of questions.
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