Markets in Motion: Shifts Transforming Economies and Markets
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Strategist's Corner
Strategist's Corner
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.Strategist's Corner“Is It an AI Bubble?” is the Wrong Question
5 December 2025The AI boom may not be a bubble. It could reveal a major economic blind spot everyone’s missing.
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Market Insights
Market Insights
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.
Market Insight36 min2026 Key Themes
4 December 2025Our Insights team highlights key themes and growth opportunities for investors to consider in 2026. -
Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCMEMFS 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.
LTCME1 minMFS Long-Term Capital Market Expectations - European Edition
25 July 2025Europe 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.
Strategist's Corner
Changing Capital Intensity and the Case for Non-US Equities
The Long-Term Case for Compounders
“Is It an AI Bubble?” is the Wrong Question
Market Insights
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.
2026 Key Themes
Long Term Capital Markets Expectations
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.
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.