Equity portfolio manager AC Farstad explains the key features of MFS Global Contrarian Value Strategy and what the team looks for in new investment ideas.
All Angles Podcast
Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
Power, not oil, is where the action is. Jude Jason joins host Sean Kenney to unpack the AI driven power bottleneck—and three durable ways to invest through it. We map near/medium/long term plays and the signals to watch so you can cut through the hype and stay ahead.
Strategist's Corner
Technological Evolution and Financial Cycles: How AI Fits In
Week in Review
Nov 14: AI-Linked Debt, Fed Cut Doubts Hit Stocks
Investment Insight
1 min
Q4 Portfolio Perspectives
In today's fast moving markets, our actionable insights can help you stay one step ahead
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The Big Mac
10 min
The End of the Strong Dollar Cycle
The projected weakening of the US dollar due to macroeconomic factors, interest rate trends, and global diversification shifts include both the short-term risks to the dollar and its long-term resilience as the primary reserve currency.
Fixed Income Insight
9 min
Dollar Weakness Creates an Opportune Moment for Emerging Markets Debt
We explore the emerging market debt opportunities as driven by a weaker U.S. dollar, improved fundamentals, and elevated yields, alongside key risks.
Latest Insights
The Big Mac
Valuation: Why it Still Matters in Today’s Stock Market
14 November 2025
Insight exploring the importance of valuation as the foundation for durable long-term returns and effective risk management. It emphasizes the importance for disciplined and selective investing, particularly in today's high-valuation market environment influenced by factors like technological advancements and market sentiment.
Week in Review
AI-Linked Debt, Fed Cut Doubts Hit Stocks
14 November 2025
A review of the week’s top global economic and capital markets news
Fixed Income Insight
Fixed Income Under the Spotlight: Navigating the Fixed Income Valuation Conundrum
14 November 2025
Co-CIO of Fixed Income Pilar Gomez-Bravo shares her thoughts on uncovering opportunities in the face of macro uncertainty and valuation challenges, why spreads may be stretched and how to position portfolios.