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.
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Strategist's Corner
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's CornerAI Driving Stress in Software Stocks
5 February 2026The markets are concerned about disruption from AI, but the reality is more nuanced, and opportunities abound for active managers.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.
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Week in Review
Week in Review
Week in ReviewAI Disruption Fears Intensify
6 February 2026A review of the week’s top global economic and capital markets news.Week in ReviewTrump Taps Warsh to Run the Fed
30 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 Pulse 20 minGlobal Market Pulse (EURO)
4 February 2026Leveraging 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
Strategist's Corner
AI Driving Stress in Software Stocks
5 February 2026
The markets are concerned about disruption from AI, but the reality is more nuanced, and opportunities abound for active managers.
Strategist's Corner
Changing Capital Intensity and the Case for Non-US Equities
29 January 2026
Discover why emerging markets could be poised for another strong year as developed market capital intensity increases, reshaping global economies.
Strategist's Corner
The Long-Term Case for Compounders
8 January 2026
Companies that can compound earnings have outperformed across full market cycles. See why durability, not hype, matters more than ever for long-term investors.
Week in Review
Week in Review
AI Disruption Fears Intensify
6 February 2026
A review of the week’s top global economic and capital markets news.
Week in Review
Trump Taps Warsh to Run the Fed
30 January 2026
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
Market Pulse
20 min
Global Market Pulse (EURO)
4 February 2026
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.