Market Insights
Key Themes
December 2025
Our Insights team highlights key themes and growth opportunities for investors to consider in 2026.
Strategist’s Corner
Memory is the New Oil
Asset Allocation
4 min
Quarterly Portfolio Perspectives
Equity Insights
The Critical Role of Valuation in Long-Term Investing
In today's fast moving markets, our actionable insights can help you stay one step ahead
Get insights direct to your inbox.
The Inside View
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.
All Angles Podcast
Follow the Money: Decoding AI's Capital Stack
Hypserscalers are spending, but when will this capex help companies to improve returns? In this episode, we zoom out to consider how the massive capex expansion impacts corporate capital structures, ways to assess the differences between companies, and why cross-sector collaboration is key to building investment confidence during uncertain times.
Latest Insights
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.
Week in Review
AI Job Loss Concerns Grow
27 February 2026
A review of the week’s top global economic and capital markets news.
Sustainability Insight
The Hidden Capital: How Culture Shapes Performance
25 February 2026
In partnership with Oxford, our research uncovers the key cultural signals — the intangible capital — that can shape and predict market performance.