The Long-Term Case for Compounders
Companies that can compound earnings have outperformed across full market cycles. See why durability, not hype, matters more than ever for long-term investors.
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MFS® Large Cap Value Strategy - Quarterly Portfolio Update
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Feb 6: AI Disruption Fears Intensify
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40 min
Key Themes
Our Insights team highlights key themes and growth opportunities investors to consider in 2026.
Straight Talk
1 min
The Questions Every Advisor Should Be Asking in 2026
What’s been top of advisors’ minds? Hear about key themes from 2025 that could define 2026 and what they could mean for your practice.
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.
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Week in Review
AI Disruption Fears Intensify
February 6, 2026
A review of the week’s top global economic and capital markets news.
Strategist's Corner
AI Driving Stress in Software Stocks
February 5, 2026
The markets are concerned about disruption from AI, but the reality is more nuanced, and opportunities abound for active managers.
Week in Review
Trump Taps Warsh to Run the Fed
January 30, 2026
A review of the week’s top global economic and capital markets news.