November 29, 2019

Fund Manager Chat: Global Strategic Overview–Robert Almeida, MFS

by Jake Moeller.

In this #FundManagerChat podcast, Robert Almeida, Global Investment Strategist at MFS, and lead manager of the MFS Meridian Funds-Diversified Income Fund provides a thorough overview and outlook for the state of global investment markets.

Robert also outlines how he is positioned in his portfolio, where he is finding opportunities for income investors, and reveals his thoughts on some of the head and tailwinds which confront investors at the present time.

Running Order

Run Time Topic
00:25 What is your view on current global central bank policy and interest rates?
01:25 What is your view on inflation and inflationary expectations?
02:50 What is your outlook for global growth?
03:50 What is your view on global volatility?
04:50 How important is geopolitics at the moment? Is there increasing global divergence?
06:20 What is your view on global currencies?
07:30 Where are you high level views on the equities and bonds markets?
10:30 How is your portfolio currently positioned? Where are you finding yield?
12:45 How are you avoiding crowded trades?
13:50 In this extended cycle, is there a temptation to take on more credit risk?
14:40 Which areas of the market are presenting opportunities for you?
17:15 What should investors be wary of? What potential tail winds are there?


Robert Almeida is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv, in London on November 19, 2019.

Performance

Over the five years to October 31, 2019 MFS Meridian Funds-Diversified Income A1 USD outperforms its peer Lipper Global Classification (Lipper Global Mixed Asset – USD Flexible).

Figure 1. MFS Meridian Funds-Diversified Income A1 USD Five-year % growth v Lipper peer group and S&P 500) to October 31, 2019 (in USD)

Source: Lipper for Investment Management, Refinitiv. Past performance is not a reliable indicator of future performance.

Source: Lipper for Investment Management, Refinitiv. Past performance is not a reliable indicator of future performance.

Lipper Leaders Scores

The three and five year Lipper Leaders scores are outlined in Figure 2. below. The fund exhibits a maximum five score for the Total Return metric for the three years to the end of October 2019.

Figure 2. Lipper Leaders Scores for MFS Meridian Funds-Diversified Income A1 USD (set for UK Investors to October 31, 2019)

Source: Lipper for Investment Management, Refinitiv. Past Lipper Leader scores are not a reliable indicator of future scores.

Source: Lipper for Investment Management, Refinitiv. Past Lipper Leader scores are not a reliable indicator of future scores.

About Robert Almeida

Robert Almeida is an investment officer and global investment strategist for MFS Investment Management® (MFS®), offering insight and perspective on cyclical and secular trends impacting investors. He serves as lead portfolio manager on multi‐asset income and alternative strategies and is a member of MFS’ Fixed Income Strategy and Fixed Income Risk and Opportunities groups.

Rob joined MFS in 1999 and served as an institutional portfolio manager for the Fixed Income Department from 2007 through 2009. He joined the US Growth Equity team in 2009 and became a portfolio manager in 2014. He added additional portfolio management responsibilities in 2018 and assumed his current strategist title in 2019.

Rob is a graduate of the University of Massachusetts and earned his Master of Science degree in finance from the Sawyer Business School.

 


Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.

Disclaimer: 
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this investment.

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