Market Insights
Key Themes
December 2025
Our Insights team highlights key themes and growth opportunities for investors to consider in 2026.
Strategist's Corner
Memory is the New Oil
Asset Allocation
4 min
Quarterly Portfolio Perspectives
Investment Insights
Quarterly Fixed Income Webcast
Recorded on: February 18, 2026
Find out how MFS Co-CIO of Fixed Income Pilar Gómez-Bravo is approaching today’s complex and fast-evolving market environment, including her thoughts on:
- what the macro and market outlook holds for the year ahead
- how global risks are shaping the fixed income landscape
- how to position portfolios to navigate risks and find opportunities
All Angles Podcast
Follow the Money: Decoding AI's Capital Stack
Hypserscalers are spending, but when will this capex help companies to improve returns? In this episode, we zoom out to consider how the massive capex expansion impacts corporate capital structures, ways to assess the differences between companies, and why cross-sector collaboration is key to building investment confidence during uncertain times.
Latest Insights
Week in Review
AI Job Loss Concerns Grow
27 February 2026
A review of the week’s top global economic and capital markets news.
Strategist's Corner
Memory is the New Oil
27 February 2026
With the AI buildout facing DRAM shortages, active managers should consider the capital cycle and which companies are poised to benefit from it.
Sustainability Insight
The Hidden Capital: How Culture Shapes Performance
25 February 2026
In partnership with Oxford, our research uncovers the key cultural signals — the intangible capital — that can shape and predict market performance.