Strategist's Corner
Strategist's Corner
Who Owns the Outcome?
AI and the New Economics of Software
9 September 2026
AI-enabled software is becoming ubiquitous, but can AI guarantee reliable outcomes? Investors may find opportunity beyond the screen.
Strategist's Corner
Why Index Concentration Will End
26 August 2026
Concentration may persist for years, but history shows competition eventually resets the scoreboard.
Strategist's Corner
4 min
AI’s Cash-Flow Test: A Lesson From the GFC
24 July 2026
Will future earnings and cash flows be strong enough to support today’s broad market enthusiasm for AI? Active managers can help separate the winners from the losers.
Market Insights
Market Insight
What Price Requires - Why Valuation Discipline Matters Most When Confidence Is Highest
8 September 2026
Valuation discipline connects price to fundamentals, helping investors find opportunities where growth, cash flows and risk support attractive long-term returns.
Market Insight
4 min
Portfolio Perspectives video Q2 2026
27 May 2026
Summary video highlighting the top points from the Q2 2026 Portfolio Perspectives commentary
Long Term Capital Markets Expectations
LTCME
1 min
MFS Long-Term Capital Market Expectations - UK Edition
31 July 2026
UK regional edition of MFS Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Pound Sterling terms.
LTCME
1 min
MFS Long-Term Capital Market Expectations - European Edition
31 July 2026
Europe regional edition of our Long-Term Capital Market Expectations. These proprietary expectations look at return and risk across asset classes and regions in Euros terms.
LTCME
1 min
MFS Long Term Capital Market Expectations
30 July 2026
The July 2026 edition of MFS' Long-Term Capital Market Expectations includes proprietary expectations that look at return and risk across a variety of asset classes and regions. This version details our view of current economic and capital market conditions.