Portfolio Insights
Asset class and market perspectives from across MFS.
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Portfolio Insights
Portfolio Insights
Week in ReviewSolid US Data Send Equities to Record Highs
18 July 2025A review of the week’s top global economic and capital markets news
Strategist's CornerShifting Liquidity Dynamics a Potential US Equity Headwind
17 April 2025The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.
Portfolio Insights
Portfolio Insights
Week in Review
Solid US Data Send Equities to Record Highs
18 July 2025
A review of the week’s top global economic and capital markets news
Strategist's Corner
Shifting Liquidity Dynamics a Potential US Equity Headwind
17 April 2025
The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.