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.
Source: [MarketWatch](https://www.marketwatch.com/story/a-profit-squeeze-is-coming-for-tech-this-manager-is-betting-on-these-unglamorous-stocks-instead-ea19a2ab?mod=mw_rss_topstories)