Market Insight
Global 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.
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Strategist's Corner
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's CornerAI Risks Extending Beyond Software
19 February 2026The risks of disruption from AI are spreading, but looking deeper, we see opportunities that believe the “winners vs. losers” narrative.Strategist's CornerAI Driving Stress in Software Stocks
5 February 2026The markets are concerned about disruption from AI, but the reality is more nuanced, and opportunities abound for active managers.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.
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Week in Review
Week in Review
Week in ReviewUS Data Benign, but AI Disruption Fears Persist
13 February 2026A review of the week’s top global economic and capital markets news.Week in ReviewAI Disruption Fears Intensify
6 February 2026A review of the week’s top global economic and capital markets news.
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Market Insights
Market Insights
Timely insights into the market dynamics on your mind today
Market Pulse 19 minGlobal Market Pulse (EURO)
4 February 2026Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner
AI Risks Extending Beyond Software
19 February 2026
The risks of disruption from AI are spreading, but looking deeper, we see opportunities that believe the “winners vs. losers” narrative.
Strategist's Corner
AI Driving Stress in Software Stocks
5 February 2026
The markets are concerned about disruption from AI, but the reality is more nuanced, and opportunities abound for active managers.
Strategist's Corner
Changing Capital Intensity and the Case for Non-US Equities
29 January 2026
Discover why emerging markets could be poised for another strong year as developed market capital intensity increases, reshaping global economies.
Week in Review
Week in Review
US Data Benign, but AI Disruption Fears Persist
13 February 2026
A review of the week’s top global economic and capital markets news.
Week in Review
AI Disruption Fears Intensify
6 February 2026
A review of the week’s top global economic and capital markets news.
Market Insights
Timely insights into the market dynamics on your mind today
Market Pulse
19 min
Global Market Pulse (EURO)
4 February 2026
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.