Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top-of-mind for clients.
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner
AI, Inflation, and Stock Selection
19 May 2026
Driven by AI, the investment paradigm is shifting and risk premium is tightening; we believe active managers may be well positioned to benefit from these changing market dynamics.
As the markets shift and capital intensity rises, investors should look to fundamentals rather than relying on past trends as they seek to manage risk.
Timely insights into the market dynamics on your mind today
Market Pulse
Global Market Pulse (EURO)
1 April 2026
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.