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
The Wisdom of Earnings: Why EAFE’s Past Holds Lessons for its Future
Week in Review
Oct 3: US Shutdown: No Data? No Problem.
Investment Insight
Q3 Portfolio Perspectives
Sector Spotlight
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
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
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
Fixed Income Insight
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.
Week in Review
US Shutdown: No Data? No Problem.
3 October 2025
A review of the week’s top global economic and capital markets news
Fixed Income Insight
Dollar weakness creates an opportune moment for emerging market debt
3 October 2025
In this EMD perspectives piece, we explore emerging market debt opportunities driven by a weaker U.S. dollar, improved fundamentals, and elevated yields, alongside key risks.