Global Market Pulse
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Strategist's Corner
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner“Is It an AI Bubble?” is the Wrong Question
5 December 2025The AI boom may not be a bubble. It could reveal a major economic blind spot everyone’s missing.Strategist's CornerThe Paradox of Investor Behavior and the Capital Cycle
13 November 2025Insights into investor behavior, market cycles, and the impact of biological programming on financial decision-making. It emphasizes the importance of disciplined investment strategies, such as “Time Horizon Arbitrage.”Strategist's CornerTechnological Evolution and Financial Cycles: How AI Fits In
31 October 2025A look at the evolution of financial cycles and excesses, and a framework for understanding today’s AI investment boom.
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Week in Review
Week in Review
Week in ReviewEquities Flirt With All-Time Highs
5 December 2025A review of the week’s top global economic and capital markets news.Week in ReviewFed Cut Hopes Rise, AI Leadership Shifts
26 November 2025A review of the week’s top global economic and capital markets news
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Market Insights
Market Insights
Timely insights into the market dynamics on your mind today
Market PulseGlobal Market Pulse (EURO)
1 October 2025Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
“Is It an AI Bubble?” is the Wrong Question
The Paradox of Investor Behavior and the Capital Cycle
Technological Evolution and Financial Cycles: How AI Fits In
Week in Review
Equities Flirt With All-Time Highs
Fed Cut Hopes Rise, AI Leadership Shifts
A review of the week’s top global economic and capital markets news
Market Insights
Timely insights into the market dynamics on your mind today
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.