Portfolio Insights
Asset class and market perspectives from across MFS.
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Portfolio Insights
Portfolio Insights
Week in ReviewUS Data Benign, but AI Disruption Fears Persist
A review of the week’s top global economic and capital markets news.Strategist's Corner4 minShifting Liquidity Dynamics a Potential US Equity Headwind
The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.
Portfolio Insights
Week in ReviewUS Supreme Court Strikes Down Trump's Tariffs
20 February 2026A review of the week’s top global economic and capital markets news.Week in ReviewUS Data Benign, but AI Disruption Fears Persist
13 February 2026A review of the week’s top global economic and capital markets news.
Portfolio Insights
Week in Review
US Data Benign, but AI Disruption Fears Persist
A review of the week’s top global economic and capital markets news.
Strategist's Corner
4 min
Shifting Liquidity Dynamics a Potential US Equity Headwind
The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.
Portfolio Insights
Week in Review
US Supreme Court Strikes Down Trump's Tariffs
20 February 2026
A review of the week’s top global economic and capital markets news.
Week in Review
US Data Benign, but AI Disruption Fears Persist
13 February 2026
A review of the week’s top global economic and capital markets news.