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All Angles Podcast

Decoding Software: Growth, Moats, and the AI Reckoning

We explore how the software sector is evolving in unexpected ways, unpacking what really drives long-term winners and why valuation is more art than science.
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Tax Cuts and Investment Incentives
Market Insight

Tax Cuts and Investment Incentives

Summary of key provisions of the One Big Beautiful Bill that may be of interest to investors.

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Tariffs, Peace Talks and Defense Spending: Exploring Global Market Implications
On Demand Webcast

Tariffs, Peace Talks and Defense Spending: Exploring Global Market Implications

In a fast-moving world, understanding the impact of global events can be critical. Join experts from MFS and Signum Global Advisors, a leader in assessing the impact of policy agendas, as they discuss the market implications of US policy including tariffs, Ukraine–Russia negotiations and European defense spending.

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Global Market Pulse
Market Insight

Global Market Pulse

Timely perspectives from the MFS Market Insights team on economic and market dynamics that are top of mind for clients.

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MFS Net Zero Progress Report
Sustainability

MFS Net Zero Progress Report

Our Net Zero Progress Report details our progress towards net zero goals, including a deep dive into consumer staples' decarbonization efforts and a new framework for assessing climate risks.

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Latest Insights

Get the latest on global markets and economies as well as what's top of mind for our thought leaders.

The End of the Strong Dollar Cycle
The Big Mac

The End of the Strong Dollar Cycle

22 September 2025
The dollar appears to be under significant pressure, in our view. Not only in the near term, but also in the context of global investors’ strategic asset allocations. The only silver lining is that we do not believe that the dollar will lose its status as the primary reserve currency in the foreseeable future. Against this backdrop, we believe that the case for global diversification is as strong as it has ever been. Looking ahead, asset classes in the rest of the world — including non-US equities, European fixed income and emerging market debt — may stand to benefit from the ongoing pressures on the USD.
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As the Paradigm Shifts, Liquidity is Here to Stay
Strategist's Corner

As the Paradigm Shifts, Liquidity is Here to Stay

19 September 2025
History teaches us that governments struggle to rein in liquidity once it’s been unleashed. We’re entering a new paradigm in which tangible fixed investment is replacing financial engineering. In this new environment, the disruption of profit pools may advantage active managers.
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Equity Markets Firing on All Cylinders
Week in Review

Equity Markets Firing on All Cylinders

19 September 2025

A review of the week’s top global economic and capital markets news

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