Global Market Pulse
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Strategist's Corner
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
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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Week in Review
Week in Review
Week in ReviewTrump Taps Warsh to Run the Fed
30 January 2026A review of the week’s top global economic and capital markets news.Week in ReviewMarkets Recoup Most Early-Week Losses
23 January 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 PulseGlobal Market Pulse (EURO)
1 October 2025Leveraging 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
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
Week in Review
Trump Taps Warsh to Run the Fed
Markets Recoup Most Early-Week Losses
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
Global Market Pulse (EURO)
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.