Markets in Motion: Shifts Transforming Economies and Markets
-
Strategist's Corner
Strategist's Corner
Strategist's CornerThe Long-Term Case for Compounders
January 8, 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
December 5, 2025The AI boom may not be a bubble. It could reveal a major economic blind spot everyone’s missing.Strategist's CornerThe Paradox of Investor Behavior and the Capital Cycle
November 13, 2025Insights into investor behavior, market cycles, and the impact of biological programming on financial decision-making. It emphasizes the importance of disciplined investment strategies, such as “Time Horizon Arbitrage.”
-
Market Insights
Market Insights
Market Insight36 min2026 Key Themes
December 4, 2025Our Insights team highlights key themes and growth opportunities for investors to consider in 2026.Market InsightAre We Entering a New Era of Global Disruption?
November 20, 2025This episode focused on understanding the impact of global markets in a world increasingly shaped by geopolitical tensions and ongoing policy change.Market Insight3 minThe Fed Ends QT: What it Means for Markets
October 30, 2025The Federal Reserve has announced the end of quantitative tightening. This policy shift is expected to send a bullish signal for both fixed income and equities. -
Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCMEMFS Long Term Capital Market Expectations
January 20, 2026The January 2026 edition of MFS' Long-Term Capital Market Expectations includes proprietary expectations that look at return and risk across a variety of asset classes and regions. This version details our view of current economic and capital market conditions.
LTCME1 minMFS Long-Term Capital Market Expectations - Japan Edition
July 25, 2025Japan regional edition of our Long-Term Capital Market Expectations. These proprietary expectations represent a forward look of risk and return across asset classes and regions in Japanese Yen terms.
Strategist's Corner
The Long-Term Case for Compounders
“Is It an AI Bubble?” is the Wrong Question
The Paradox of Investor Behavior and the Capital Cycle
Market Insights
2026 Key Themes
Are We Entering a New Era of Global Disruption?
The Fed Ends QT: What it Means for Markets
Long Term Capital Markets Expectations
MFS Long Term Capital Market Expectations
The January 2026 edition of MFS' Long-Term Capital Market Expectations includes proprietary expectations that look at return and risk across a variety of asset classes and regions. This version details our view of current economic and capital market conditions.
MFS Long-Term Capital Market Expectations - Japan Edition
Japan regional edition of our Long-Term Capital Market Expectations. These proprietary expectations represent a forward look of risk and return across asset classes and regions in Japanese Yen terms.