Market Insights
Key Themes
December 2025
Our Insights team highlights key themes and growth opportunities for investors to consider in 2026.
Strategist's Corner
AI Driving Stress in Software Stocks
Equity Insight
The Critical Role of Valuation in Long-Term Investing
Asset Allocation
4 min
Quarterly Portfolio Perspectives
In today's fast moving markets, our actionable insights can help you stay one step ahead
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Webcast
Quarterly Fixed Income Webcast
Wednesday, February 18, 2026
11:00 A.M. EST
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
From Capex to Conviction: Investing Through Disruption and Opportunity
In this episode, we explore the future of growth investing, focusing on how tech disruption is shifting markets and changing traditional growth signals. Find out more about opportunities for patient, long-term investors looking to access durable returns.
Latest Insights
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.
Week in Review
AI Disruption Fears Intensify
6 February 2026
A review of the week’s top global economic and capital markets news.
Strategist's Corner
AI Driving Stress in Software Stocks
5 February 2026
The markets are concerned about disruption from AI, but the reality is more nuanced, and opportunities abound for active managers.