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James T. Swanson, Chief Investment Strategist, MFS Investment Management®


James T. Swanson, Chief Investment Strategist, MFS Investment Management®

Start Time

10/26/2016 5:00 PM

End Time

10/26/2016 8:00 PM

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Member Price


Non-Member Price


Candidate Price


Location Info

Morton's, The Steakhouse 
777 S. Flagler Drive
West Palm Beach, FL 33401

Event Description


  • 5:00 PM Networking
  • 6:00 PM Dinner and Presentation begin

Topic: Stock Market Outlook

  • ​Global central bank support and corporate fundamentals have underpinned equity markets
  • U.S.: Slower corporate profit growth and softer GDP expansion
  • U.S.: Candidate positions and implications for global trade
  • China: Excess capacity and declining real GDP growth 
  • Japan: Earnings are stable, reform tailwind fading
  • ​Europe: Earnings per share growth tops out​


James Swanson, CFA, is an investment officer and chief investment strategist of MFS Investment Management® (MFS®). He is also a fixed income portfolio manager.

James offers his insights and perspective on the markets and the economy to MFS clients around the world through in-person meetings, his Strategist’s Corner online column and
a blog launched in 2011. He is a frequent guest commentator on the markets on CNBC, Fox Business and Bloomberg Television and is often quoted in leading national and financial
publications, including the Wall Street Journal, the New York Times, the Los Angeles Times and Investor’s Business Daily.

James joined MFS in 1985. He was named fixed income strategist in 2001 and chief investment strategist in 2004. 

He is a graduate of Colgate University and the Harvard Business School. James holds the Chartered Financial Analyst designation.

Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better
insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.


Event Type

Society; Educational

Society Category


Education Topic

Economics; Portfolio Management

Event Region


CE Credit


SER Credit


Event Terms

On-site registrations are accepted on an exception basis and are payable with credit card only. To cancel, please send an email to​ with your name, email address and CFA SFL member ID if applicable. ​

Advance registrations that fail to attend or that fail to cancel prior to 48 hours before the event will be billed at the non-member walk-in rate quoted for the event. If the event is subsidized for both members and non-members, late cancellations and no-shows may be billed at the actual cost per attendee. Cancellations for a full refund must be made at least 48 hours before an event. Registrations cancelled within the last 48 hours prior to an event are not eligible for a refund.​

Location Name

Morton's, The Steakhouse

All Day Event





10/26/2016 8:00 PM



Event Manager Email

Location Address

777 S. Flagler Drive

Location City

West Palm Beach, FL 33401

Event Link


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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 7/23/2016 7:09 PM by 38
Last modified at 12/18/2016 12:31 PM by 38