Market Insights
2026 Midyear Key Themes
Our Insights team reflects on the year so far, highlighting key themes and growth opportunities for investors to consider through the rest of 2026.
Strategist’s Corner
Value Creation vs Value Capture
Equity Insight
Factor Dynamics Through the Cycle
Asset Allocation
Quarterly Portfolio Perspectives
Fixed Income Insights
Macro/Micro: A Construct for Robust Risk Budgeting
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Fixed Income Insight
The Strategic Power of Security-Selection Alpha
Against a complex macro backdrop, security-selection alpha may prove to be a key driver of global fixed income returns.
Equity Insight
Key Equity Themes – A New Era of Opportunity
Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts. Details the need for agility and foresight to navigate this dynamic environment while capturing growth opportunities.
Latest Insights
Week in Review
Inflation Eases, but Fed Remains on Alert
17 July 2026
A review of the week’s top global economic and capital markets news.
Fixed Income Insight
Bridging Macro and Micro Perspectives
16 July 2026
Macro data can help frame the economic backdrop, but bottom-up insights may reveal trends not yet reflected in the numbers. This video explains how MFS uses a repeatable macro/micro process to inform fixed income risk budgeting and portfolio decision making.
All Angles
Episode Summary | Energy Security: How the Middle East War Impacts Investors
16 July 2026
The ongoing conflict in the Middle East has highlighted key energy security risks across economies and industries — what might that mean for energy investors?