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.
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Key Themes
December 2025
Our Insights team highlights key themes and growth opportunities investors to consider in 2026.
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Strategist's Corner
Technological Evolution and Financial Cycles: How AI Fits In
Week in Review
Dec 12: A Not-So-Hawkish Fed Cut
The Big Mac on Fixed Income
2 min
With Uncertainty Comes Great Opportunities
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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?
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All Angles
From Capex to Conviction: Investing Through Disruption and Opportunity
15 December 2025
In this episode summary, we explore the future of growth investing, focusing on how tech disruption is shifting markets and changing traditional growth signals. Find out more about opportunities for patient, long-term investors looking to access durable returns.
Week in Review
A Not-So-Hawkish Fed Cut
12 December 2025
A review of the week’s top global economic and capital markets news.
Equity Insight
Japan’s Economic Reboot: Unlocking Equity Potential Through Digital Transformation
8 December 2025
Japan is undergoing an economic shift due to labor constraints, catalyzing digital transformation and creating opportunities for investors.