Markets in Motion: Shifts Transforming Economies and Markets
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Strategist's Corner
Strategist's Corner
Strategist's CornerAI Risks Extending Beyond Software
February 19, 2026The risks of disruption from AI are spreading, but looking deeper, we see opportunities that believe the “winners vs. losers” narrative.Strategist's CornerAI Driving Stress in Software Stocks
February 5, 2026The markets are concerned about disruption from AI, but the reality is more nuanced, and opportunities abound for active managers.Strategist's CornerChanging Capital Intensity and the Case for Non-US Equities
January 29, 2026Discover why emerging markets could be poised for another strong year as developed market capital intensity increases, reshaping global economies.
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Market Insights
Market Insights
Market InsightUS Supreme Court Strikes Down IEEPA tariffs
February 20, 2026In 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.Market InsightKevin Warsh Nominated for Fed Chair
January 30, 2026Hawkish Kevin Warsh is tapped to lead the Fed; our Insights Team weighs in on what comes next for the markets.Market Insight4 minPortfolio Perspectives // Q1 2026
January 22, 2026Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
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Long Term Capital Markets Expectations
Long Term Capital Markets Expectations
LTCME1 minMFS Long Term Capital Market Expectations
January 20, 2026The 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.
Strategist's Corner
AI Risks Extending Beyond Software
AI Driving Stress in Software Stocks
Changing Capital Intensity and the Case for Non-US Equities
Market Insights
US Supreme Court Strikes Down IEEPA tariffs
Kevin Warsh Nominated for Fed Chair
Portfolio Perspectives // Q1 2026
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Long Term Capital Markets Expectations
MFS Long Term Capital Market Expectations
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.