Market Insights
Key Themes
December 2025
Our Insights team highlights key themes and growth opportunities for investors to consider in 2026.
Strategist's Corner
AI Risks Extending Beyond Software
Asset Allocation
4 min
Quarterly Portfolio Perspectives
In today's fast moving markets, our actionable insights can help you stay one step ahead
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On Demand Webcast
Quarterly Fixed Income Webcast
Recorded on: February 18, 2026
Find out how MFS Co-CIO of Fixed Income Pilar Gómez-Bravo is approaching today’s complex and fast-evolving market environment, including her thoughts on:
- what the macro and market outlook holds for the year ahead
- how global risks are shaping the fixed income landscape
- how to position portfolios to navigate risks and find opportunities
All Angles Podcast
From Capex to Conviction: Investing Through Disruption and Opportunity
In this episode, we explore the future of growth investing, focusing on how tech disruption is shifting markets and changing traditional growth signals. Find out more about opportunities for patient, long-term investors looking to access durable returns.
Latest Insights
Week in Review
US Supreme Court Strikes Down Trump's Tariffs
20 February 2026
A review of the week’s top global economic and capital markets news.
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.
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.