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
Equity Insights
The Critical Role of Valuation in Long-Term Investing
The Inside View
Webcast: Market Impact of Geopolitics and Policy
MFS Inside View webcast on a new era of global disruption - shaped by geopolitics & policy change - what it could mean to markets and global portfolios.
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
February 20, 2026
A review of the week’s top global economic and capital markets news.
Strategist's Corner
AI Risks Extending Beyond Software
February 19, 2026
The risks of disruption from AI are spreading, but looking deeper, we see opportunities that believe the “winners vs. losers” narrative.
Fixed Income Insight
8 min
Navigating the Structural and Policy-Driven Headwinds Facing the Municipal Higher Education Sector
February 19, 2026
While higher education faces structural and policy challenges, we take a research-based, disciplined approach to security selection to position for value creation.