The Inside View
Markets in Motion: Shifts Transforming Economies and Markets
In this episode, Jon Hubbard and Kim Hyland, joined by Kevin Dwan, explore global economic shifts impacting asset allocation. What can history teach us about regime shifts? Listen as the team discusses labor dynamics, trade impacts, and transformative themes shaping markets and capital expectations.
Strategist's Corner
Strategist's Corner
AI, Inflation, and Stock Selection
19 May 2026
Driven by AI, the investment paradigm is shifting and risk premium is tightening; we believe active managers may be well positioned to benefit from these changing market dynamics.
Strategist's Corner
Narrative to Numbers: AI’s Next Phase
7 April 2026
AI has led to market disruptions, but greater disclosure as companies go public may provide the insights investors have been waiting for.
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.
Market Insights
Market Insight
Portfolio Perspectives // Q2 2026
1 April 2026
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Market Insight
Middle East Conflict: Keeping Perspective Near Retirement
31 March 2026
War in the Middle East might remind investors of similar past conflicts — and ensuing market upheavals — but history actually tells a different, more resilient story.
Market Insight
US, Israel Strike Iran
2 March 2026
As the markets react to escalating conflict in the Middle East and the global oil supply is threatened, global diversification remains important.
Long Term Capital Markets Expectations
LTCME
1 min
MFS Long Term Capital Market Expectations
20 January 2026
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.