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
What We Learned on the MFS Technology Bus Tour: AI’s COGS Shock
June 18, 2026
AI spending is even higher than predicted — how might that illuminate the gap between more durable businesses and those that lack pricing power?
Strategist's Corner
The AI Capital Cycle Is Splitting the Market
June 8, 2026
Active management can separate AI disruption opportunities from market overreaction. Here’s what passive investing misses.
Strategist's Corner
AI, Inflation, and Stock Selection
May 19, 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.
Market Insights
Market Insight
2026 Midyear Key Themes
June 24, 2026
Our Insights team reflects on the year so far, highlighting key themes and growth opportunities for investors to consider through the rest of 2026.
Market Insight
3 min
The Russell Reconstitution Is Back
June 11, 2026
With this year’s annual Russell equity index reconstitution, significant shifts are expected in both growth and value, as well as at the sector level.
Market Insight
Decoding Equity Benchmarks: A Closer Look at Index Construction
May 29, 2026
Investors rely on indices every day to help guide their decisions and construct portfolios — but what shapes benchmark construction?
Long Term Capital Markets Expectations
LTCME
1 min
MFS Long Term Capital Market Expectations
January 20, 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.