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MFS Investment Management strategist Robert Almeida warns of tech profit squeeze, advises focus on capital cycle shift.
svmuu.com29/07/2026 07:07
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Robert Almeida, Chief Global Investment Strategist at MFS Investment Management, believes a profit squeeze is coming for tech companies. He advises investors to shift their attention from the Federal Reserve to a major change in the capital cycle, and is betting on "unglamorous stocks" as a result.
Source：MarketWatch · Source Link
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