Geopolitics and Markets: Assessing the Middle East Crisis
When Capital Regimes Change, Benchmarks Break
Quarterly Portfolio Perspectives
The Critical Role of Valuation in Long-Term Investing
Market Insights
Our Insights team highlights key themes and growth opportunities investors to consider in 2026.
Quarterly Fixed Income Webcast
Recorded on: February 18, 2026
Find out how MFS Co-CIO of Fixed Income Pilar Gómez-Bravo is approaching today’s complex and fast-evolving market environment, including her thoughts on:
- what the macro and market outlook holds for the year ahead
- how global risks are shaping the fixed income landscape
- how to position portfolios to navigate risks and find opportunities
Follow the Money: Decoding AI's Capital Stack
Hypserscalers are spending, but when will this capex help companies to improve returns? In this episode, we zoom out to consider how the massive capex expansion impacts corporate capital structures, ways to assess the differences between companies, and why cross-sector collaboration is key to building investment confidence during uncertain times.
Latest Insights
When Capital Regimes Change, Benchmarks Break
Geopolitics and Markets: Assessing the Middle East Crisis
