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.
Strategist's Corner
Strategist's Corner
Narrative to Numbers: AI’s Next Phase
7 April 2026
AI has led to market disruptions, but greater disclosure as companies go public may provide the insights investors have been waiting for.
Strategist's Corner
When Capital Regimes Change, Benchmarks Break
18 March 2026
As the markets shift and capital intensity rises, investors should look to fundamentals rather than relying on past trends as they seek to manage risk.
Strategist's Corner
Memory is the New Oil
27 February 2026
With the AI buildout facing DRAM shortages, active managers should consider the capital cycle and which companies are poised to benefit from it.
