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.
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Strategist's Corner
Strategist's Corner
Strategist's CornerChanging Capital Intensity and the Case for Non-US Equities
29 January 2026Discover why emerging markets could be poised for another strong year as developed market capital intensity increases, reshaping global economies.Strategist's CornerThe Long-Term Case for Compounders
8 January 2026Companies that can compound earnings have outperformed across full market cycles. See why durability, not hype, matters more than ever for long-term investors.Strategist's Corner“Is It an AI Bubble?” is the Wrong Question
5 December 2025The AI boom may not be a bubble. It could reveal a major economic blind spot everyone’s missing.
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Week in Review
Week in Review
Strategist's Corner
Strategist's Corner
Changing Capital Intensity and the Case for Non-US Equities
29 January 2026
Discover why emerging markets could be poised for another strong year as developed market capital intensity increases, reshaping global economies.
Strategist's Corner
The Long-Term Case for Compounders
8 January 2026
Companies that can compound earnings have outperformed across full market cycles. See why durability, not hype, matters more than ever for long-term investors.
Strategist's Corner
“Is It an AI Bubble?” is the Wrong Question
5 December 2025
The AI boom may not be a bubble. It could reveal a major economic blind spot everyone’s missing.