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.
Strategist's Corner
Strategist's Corner
What We Learned on the MFS Technology Bus Tour: AI’s COGS Shock
18 June 2026
AI spending is even higher than predicted — how might that illuminate the gap between more durable businesses and those that lack pricing power?
Strategist's Corner
The AI Capital Cycle Is Splitting the Market
8 June 2026
Active management can separate AI disruption opportunities from market overreaction. Here’s what passive investing misses.
Strategist's Corner
AI, Inflation, and Stock Selection
19 May 2026
Driven by AI, the investment paradigm is shifting and risk premium is tightening; we believe active managers may be well positioned to benefit from these changing market dynamics.
