This MFS Investment Outlook for 2025 outlines key economic and market themes, offering insights into navigating a shifting global landscape.
• U.S. Growth: The "no-landing" scenario with robust GDP growth and record corporate profitability may sustain higher interest rates for longer.
• China’s Challenges: Structural headwinds, including property market woes and weak demand, persist despite policy efforts.
• Monetary Policy Divergence: Central banks exhibit varying approaches, with U.S. rates likely plateauing while Europe leans into easing.
• Sectoral Shifts: Advancements in AI and lifestyle pharmaceuticals (GLP-1s) present transformational investment opportunities.
For detailed strategies to capitalize on these themes, access the full report.
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