Value Creation vs Value Capture
Portfolio Perspectives
In today's fast moving markets, our actionable insights can help you stay one step ahead
Global Fixed Income in Focus: Are the Hawks Back?
Visible Earnings: Financing the Future of Defense
In this episode, we describe how global defense spending is shifting from cyclical discretion into strategic necessity, focusing on how the money is being spent, why long-term earnings visibility is improving, and what new entrants mean for assessing valuations. Find out more about the opportunities and risks from a rapidly evolving defense sector.
The 2026 Russell Reconstitution: Major Shifts in Style Indices
What investors can expect from this year’s annual FTSE Russell index reconstitution, for both growth and value.
Latest Insights
Stocks Climb Amid Cooling Labor Data, Strong Earnings
Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
