Markets in Motion: Shifts Transforming Economies and Markets
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Strategist's Corner
Strategist's Corner
Strategist's CornerAI Driving Stress in Software Stocks
5 February 2026The markets are concerned about disruption from AI, but the reality is more nuanced, and opportunities abound for active managers.Strategist's CornerChanging Capital Intensity and the Case for Non-US Equities
29 January 2026Discover why emerging markets could be poised for another strong year as developed market capital intensity increases, reshaping global economies.Strategist's CornerThe Long-Term Case for Compounders
8 January 2026Companies that can compound earnings have outperformed across full market cycles. See why durability, not hype, matters more than ever for long-term investors.
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Market Insights
Market Insights
Market Pulse19 minGlobal Market Pulse (EURO)
4 February 2026Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Market InsightKevin Warsh Nominated for Fed Chair
30 January 2026Hawkish Kevin Warsh is tapped to lead the Fed; our Insights Team weighs in on what comes next for the markets.Market InsightPortfolio Perspectives // Q1 2026
22 January 2026Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
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Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCME1 minMFS Long-Term Capital Market Expectations - European Edition
3 February 2026Europe 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.
LTCME1 minMFS Long Term Capital Market Expectations
20 January 2026The January 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.
Strategist's Corner
AI Driving Stress in Software Stocks
Changing Capital Intensity and the Case for Non-US Equities
The Long-Term Case for Compounders
Market Insights
Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Kevin Warsh Nominated for Fed Chair
Portfolio Perspectives // Q1 2026
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Long Term Capital Markets Expectations
MFS Long-Term Capital Market Expectations - European Edition
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.
MFS Long Term Capital Market Expectations
The January 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.