Market Insights
2026 Midyear Key Themes
Our Insights team reflects on the year so far, highlighting key themes and growth opportunities for investors to consider through the rest of 2026.
Strategist’s Corner
Value Creation vs Value Capture
Week in Review
July 24: Strong Earnings Modulate Mideast Uncertainty
Investment Insight
Portfolio Perspectives
Fixed Income in Focus: Are the Hawks Back?
Find out how MFS Co-CIO of Fixed Income Pilar Gómez-Bravo approaches today’s inflationary and more hawkish interest rate environment.
All Angles Podcast
Visible Earnings: Financing the Future of Defense
In this episode, we describe how global defense spending is shifting from cyclical discretion into strategic necessity, focusing on how the money is being spent, why long-term earnings visibility is improving, and what new entrants mean for assessing valuations. Find out more about the opportunities and risks from a rapidly evolving defense sector.
Equity Insight
The 2026 Russell Reconstitution: Major Shifts in Style Indices
What investors can expect from this year’s annual FTSE Russell index reconstitution, for both growth and value.
Latest Insights
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.
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.