Energy Security: How the Middle East War Impacts Investors
How should investors think about energy security in a world where trade routes, supply chains, and national policy are becoming more closely linked? In this episode, we explain how geopolitics are impacting energy markets, including why the Middle East war is creating risks for companies and consumers but also leading to new cross-sector opportunities for investors.
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner
AI’s Cash-Flow Test: A Lesson From the GFC
July 24, 2026
Will future earnings and cash flows be strong enough to support today’s broad market enthusiasm for AI? Active managers can help separate the winners from the losers.
AI has the potential to meaningfully impact individuals and businesses alike, and its scope is only growing wider. But does that translate into value for investors?
Timely insights into the market dynamics on your mind today
Market Pulse
8 min
Market Pulse
July 6, 2026
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.