In 2025, investments focus on resilience amid geopolitical shifts, volatility, and high valuations. Strategies include diversification, asset allocation, and targeting tech and energy sectors for growth.
All Angles Podcast
Decoding Software: Growth, Moats, and the AI Reckoning
We explore how the software sector is evolving in unexpected ways, unpacking what really drives long-term winners and why valuation is more art than science.
Strategist's Corner
Spotting Unseen Risks in Portfolios
Week in Review
Oct 24: Moderate Inflation Paves Way for Fed Cut
Investment Insight
1 min
Q3 Portfolio Perspectives
Portfolio Insight
7 min
Navigating Uncertainty: Prudent Investing Amid Shifting Valuations and Market
Sector Spotlight
5 min
MFS Contrarian Value Strategy - Strategy Video
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.
Equity Insight
32 min
Key Equity Themes – A New Era of Opportunity
Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts.
Fixed Income Insight
28 min
Five Key Themes for the Second Half of the Year - Fixed Income
Global markets in 2025 face policy uncertainty and macro volatility. Fixed income offers de-risking potential, while EM local currency debt benefits from US dollar pressure. Private credit faces challenges.
Latest Insights
Week in Review
Moderate Inflation Paves Way for Fed Cut
24 October 2025
A review of the week’s top global economic and capital markets news
Fixed Income Insight
1 min
Navigating the Fixed Income Valuation Conundrum
22 October 2025
Join MFS Co-CIO of Fixed Income Pilar Gómez-Bravo as she shares her approach to uncovering opportunities in the face of macro uncertainty and valuation challenges.
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Strategist's Corner
Spotting Unseen Risks in Portfolios
22 October 2025
A look at the challenges of identifying hidden risks in investment portfolios, likening them to undetectable health crises.