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

MarketWatchJuly 29, 2026 at 11:20 AMPaywall

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

This is a summary. For the full story, read the original article at MarketWatch.

Original source: MarketWatch

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