Capital DailyCapital Daily
Markets · Investing · Business
Capital DailyCapital Daily
Finance

A profit squeeze is coming for tech. This manager is betting on these unglamorous stocks instead.

MFS Investment Management’s chief global investment strategist, Robert Almeida says investors overfocus on the Federal Reserve, when their attention should be on a major shift in the capital cycle.

A profit squeeze is coming for tech. This manager is betting on these unglamorous stocks instead.

Published July 29, 2026 · Category: Finance

Overview

MFS Investment Management’s chief global investment strategist, Robert Almeida says investors overfocus on the Federal Reserve, when their attention should be on a major shift in the capital cycle.

Source

Originally published at www.marketwatch.com.

Related Articles

CD
Capital Daily Newsroom

Capital Daily covers markets, crypto and commodities for Asia & the Middle East — tier-1 desk research, AI-driven analysis, institutional-grade data. Tip our newsroom: [email protected]

Email the newsroom →
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.