Strategist's Corner
Strategist's Corner
AI’s Cash-Flow Test: A Lesson From the GFC
July 24, 2026
Will future earnings and cash flows be strong enough to support today’s broad market enthusiasm for AI? Active managers can help separate the winners from the losers.
Strategist's Corner
Value Creation vs. Value Capture
July 13, 2026
AI has the potential to meaningfully impact individuals and businesses alike, and its scope is only growing wider. But does that translate into value for investors?
Strategist's Corner
What We Learned on the MFS Technology Bus Tour: AI’s COGS Shock
June 18, 2026
AI spending is even higher than predicted — how might that illuminate the gap between more durable businesses and those that lack pricing power?
Market Insights
Market Insight
Portfolio Perspectives // Q3 2026
July 29, 2026
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Market Insight
3 min
Portfolio Perspectives Video Q3 2026
July 27, 2026
Summary video highlighting the top points from the Q3 2026 Portfolio Perspectives commentary
Market Pulse
Market Pulse
July 6, 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.
Long Term Capital Markets Expectations
LTCME
MFS Long Term Capital Market Expectations
July 30, 2026
The July 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.