The Inside View
Markets in Motion: Shifts Transforming Economies and Markets
In this episode, Jon Hubbard and Kim Hyland, joined by Kevin Dwan, explore global economic shifts impacting asset allocation. What can history teach us about regime shifts? Listen as the team discusses labor dynamics, trade impacts, and transformative themes shaping markets and capital expectations.
Strategist's Corner
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.
Strategist's Corner
AI Risks Extending Beyond Software
19 February 2026
The risks of disruption from AI are spreading, but looking deeper, we see opportunities that believe the “winners vs. losers” narrative.
Market Insights
Market Insight
Middle East Conflict: Keeping Perspective Near Retirement
31 March 2026
War in the Middle East might remind investors of similar past conflicts — and ensuing market upheavals — but history actually tells a different, more resilient story.
Market Insight
US, Israel Strike Iran
2 March 2026
As the markets react to escalating conflict in the Middle East and the global oil supply is threatened, global diversification remains important.
Market Insight
US Supreme Court Strikes Down IEEPA tariffs
20 February 2026
In a 6-3 ruling, SCOTUS has ruled the Liberation Day tariffs unlawful. Here’s what that could mean for the markets in the short and longer term.
Long Term Capital Markets Expectations
LTCME
1 min
MFS Long Term Capital Market Expectations
20 January 2026
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.