Is now a good time to consider investing in global small- and midcap companies? Nick Paul, MFS Equity Institutional Portfolio Manager, shares his outlook and the potential advantages for today’s global small- and midcap equity universe.
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.
Discover Our Products
Strategist's Corner
Technological Evolution and Financial Cycles: How AI Fits In
Week in Review
Oct 31: Trade Truce, December FOMC in Focus
The Big Mac on Fixed Income
2 min
With Uncertainty Comes Great Opportunities
In today's fast moving markets, our actionable insights can help you stay one step ahead
Get insights direct to your inbox.
Market Insight
4 min
Tax Cuts and Investment Incentives
Summary of key provisions of the One Big Beautiful Bill that may be of interest to investors.
Market Insight
5 min
A Simple Way to Think About Tariffs
Given the complexity of supply chains, gauging the impact of tariffs will be difficult. Is the current environment causing a paradigm shift to the value of discretionary portfolios with fundamental underpinnings?
Latest Insights
Week in Review
Trade Truce, December FOMC in Focus
31 October 2025
A review of the week’s top global economic and capital markets news
Strategist's Corner
Technological Evolution and Financial Cycles: How AI Fits In
31 October 2025
A look at the evolution of financial cycles and excesses, and a framework for understanding today’s AI investment boom.
Market Insight
2 min
The Fed Ends QT: What it Means for Markets
30 October 2025
The Federal Reserve has announced the end of quantitative tightening. This policy shift is expected to send a bullish signal for both fixed income and equities.