MFS Insights

Hear from our sub-advisors as we navigate uncharted waters in a post-COVID-19 reality.

Markets are a discounting mechanism of “known knowns” and the weighted probabilities of many “known unknowns". MFS delves into how both will shape the post crisis economy.

Brick-and-mortar retailers for years faced structural headwinds from the threat of online shopping platforms. 

The process of reopening the U.S. economy in the wake of the coronavirus pandemic may be a complex matching game.

While the human and financial cost of COVID-19 could be enormous, periods of dislocation may also present investment opportunities. Investors with a long time horizon could see benefits.

An in depth follow-up to MFS's previous piece on stocks and corporate earnings expectations.

Over the past 10 years, we have seen a systematic shift toward algorithmic trading platforms. MFS examines how this and other factors can be responsible for volatility spikes.

Stockprices in the near term are reacting to the economic news, politics and macro events, but ultimately the pricing of stocks reflects corporate earnings expectations. MFS explains why.

In past recessions or periods of crisis, policymakers looked to encourage “animal spirits” via fiscal stimulus. How will it work this time?