The Inside View
Markets in Motion: Shifts Transforming Economies and Markets
In this episode, Jon Hubbard and Kim Hyland, joined by Kevin Dwan, explore global economic shifts impacting asset allocation. What can history teach us about regime shifts? Listen as the team discusses labor dynamics, trade impacts, and transformative themes shaping markets and capital expectations.
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.
Market Insights
Market Insight
3 min
The Russell Reconstitution Is Back
11 June 2026
With this year’s annual Russell equity index reconstitution, significant shifts are expected in both growth and value, as well as at the sector level.
Market Insight
Decoding Equity Benchmarks: A Closer Look at Index Construction
29 May 2026
Investors rely on indices every day to help guide their decisions and construct portfolios — but what shapes benchmark construction?
Market Insight
4 min
Portfolio Perspectives video Q2 2026
27 May 2026
Summary video highlighting the top points from the Q2 2026 Portfolio Perspectives commentary
Long Term Capital Markets Expectations
LTCME
1 min
MFS Long Term Capital Market Expectations
20 January 2026
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.