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
When Capital Regimes Change, Benchmarks Break
18 March 2026
As the markets shift and capital intensity rises, investors should look to fundamentals rather than relying on past trends as they seek to manage risk.
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.
Strategist's Corner
AI Risks Extending Beyond Software
19 February 2026
The risks of disruption from AI are spreading, but looking deeper, we see opportunities that believe the “winners vs. losers” narrative.
Week in Review
Market Insights
Market Pulse
Global Market Pulse (EURO)
1 April 2026
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.