Key Themes
The Long-Term Case for Compounders
Dollar Weakness Creates an Opportune Moment for Emerging Markets Debt
Quarterly Portfolio Perspectives
The Critical Role of Valuation in Long-Term Investing
Webcast: Market Impact of Geopolitics and Policy
MFS Inside View webcast on a new era of global disruption - shaped by geopolitics & policy change - what it could mean to markets and global portfolios.
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
Markets Hold Firm amid Heavy News Flow
The Long-Term Case for Compounders
Stronger US Growth Boosts Equities
A review of the week’s top global economic and capital markets news