Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
Spotting Unseen Risks in Portfolios
Dollar Weakness Creates an Opportune Moment for Emerging Markets Debt
Quarterly Portfolio Perspectives
Staying Steady When Markets Shift
The End of the Strong Dollar Cycle
The projected weakening of the US dollar due to macroeconomic factors, interest rate trends, and global diversification shifts include both the short-term risks to the dollar and its long-term resilience as the primary reserve currency.
Five Key Themes for the Second Half of the Year - Fixed Income
Global markets in 2025 face policy uncertainty and macro volatility. Fixed income offers de-risking potential, while EM local currency debt benefits from US dollar pressure. Private credit faces challenges.
Key Equity Themes – A New Era of Opportunity
Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts.
Latest Insights
Finding Large Opportunity in Midcaps
all angles.
Market Pulse
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.