Ref Hub banner 4 Apply for a Reference Hub profile Find research

renzi and draghi take center stage over trump index

Renzi and Draghi take center stage over Trump

Tue, 6 Dec 2016

Three weeks after the US elections, markets took a pause in the ‘reflation trade’. With high hopes priced in, investors are left with pressing questions: How will Trump’s actions compare to his initial proposals? Can they support a sustainable inflection in rates and inflation? In return, how will higher yields and a stronger dollar affect growth and earnings?

All equities white papers

uk real estate outlook economic uncertainty weighs on property market

UK real estate outlook: economic uncertainty weighs on property marketSubscription

Mon, 5 Dec 2016Updated: Tue, 6 Dec 2016

UK property will deliver a total return of five per cent per annum between 2017 and 2021, but investors will need to be more discerning on asset selection, says Chris Urwin.

All real assets white papers

fasten your seat belt multi asset outlook

Fasten Your Seat Belt: Multi-Asset Outlook

Fri, 2 Dec 2016Updated: Tue, 6 Dec 2016

The year ahead will bring secular turning points. Michael J. Kelly, CFA, Global Head of Multi-Asset, explores potential beneficiaries as the world pivots, including commodities producers and countries with accelerating and domestically sourced growth.

All alternatives white papers

what are investors looking for in todays investment environment

What are investors looking for in today's investment environment?Subscription

Tue, 6 Dec 2016

These conflicting times of unconventional monetary policy finds investors balancing their choices in an effort to avoid the risk of capital losses; and, at the same time, avoid the regret of missing what may well be a once-in-a-generation bull market in equities.

All outlooks



Top 100 Real Estate Investment Managers survey top 100 tree smalldouble blackarrow


Click manager name to view full profile

Top 100 Real Estate




IPE Investment Manager Expectations Indicator double blackarrow

Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months

investment manager expectations indicator

single redarrow Manager expectations October 2016

The current survey period captured the end of the summer. The number of managers voicing concern about interest rate policy is high. However, the current environment has yet to reflect the alarms of many major investors and the survey results indicate most managers expect little dramatic near-term movement. Whether it is not yet the season for action, or investors expect the status quo to continue, is yet unclear...read more

Previous manager expectations double redarrow

mfs logo

MFS Investment Management
Founded in 1924, MFS is a global investment firm managing approximately €385 billion, as of 31 March 2016 for institutional and individual investors in over 70 countries.

Visit MFS Investment Management's Reference Hub Profile >>


mfs the market has lost one of its pillars of support thumbnail

The Market Has Lost One of Its Pillars of Support
Fundamentals matter in life and in markets. Sometimes we over-complicate the financial world, focusing on central bank policy, elections, technical trends, fund flows. But the focus should be on the fundamentals...read more

mfs capital markets view q4 2016 thumbnail

Capital Markets View: Fourth Quarter 2016
A quarterly outlook on regions and asset classes, which is generated from our investment research and informed by our insights into what drives the markets...read more


Read all of MFS Investment Management's white papers >>

Asset Manager Search

Real estate asset manager search

catalysts for change our 2017 investment outlook index

Catalysts for Change: Our 2017 Investment OutlookVideoSubscription

Tue, 29 Nov 2016

We surveyed the state of the markets on behalf of multi-asset, fixed income, equity, and private market investors around the world.

global macro roars ahead in october index

Global Macro roars ahead in OctoberVideo

Fri, 18 Nov 2016

Over the course of October both equities and bonds experienced a drawdown globally. As a result, the correlation between both asset classes was positive. This unusual pattern translates the rich valuation of traditional assets.

All manager videos

IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • DS-2238

    Closing date: 2016-12-12.

  • DS-2239

    Closing date: 2016-12-13.

  • QN-2240

    Asset class: Large Cap Value Equities.
    Asset region: Australia.
    Size: 100m.
    Closing date: 2016-12-16.

Begin Your Search Here