Market Insight
Global Market Pulse
Leveraging 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
Strategist's Corner
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.
Strategist's Corner
Value Creation vs. Value Capture
13 July 2026
AI has the potential to meaningfully impact individuals and businesses alike, and its scope is only growing wider. But does that translate into value for investors?
Strategist's Corner
What We Learned on the MFS Technology Bus Tour: AI’s COGS Shock
18 June 2026
AI spending is even higher than predicted — how might that illuminate the gap between more durable businesses and those that lack pricing power?
Week in Review
Week in Review
Strong Earnings Modulate Mideast Uncertainty
24 July 2026
A review of the week’s top global economic and capital markets news.
Week in Review
Inflation Eases, but Fed Remains on Alert
17 July 2026
A review of the week’s top global economic and capital markets news.