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
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Our Insights team highlights key themes and growth opportunities investors to consider in 2026.
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Mar 6: Middle East Conflict Rattles Market
The Big Mac on Fixed Income
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With Uncertainty Comes Great Opportunities
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Tax Cuts and Investment Incentives
Summary of key provisions of the One Big Beautiful Bill that may be of interest to investors.
Fixed Income Under the Spotlight
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Managing Risks and Finding Opportunities in Fixed Income
Co-CIO of Fixed Income Pilar Gomez-Bravo discusses the keys to finding opportunities from market dislocations, and shares how she is positioning global portfolios amidst tariff uncertainty and market volatility.
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Equity Insight
International Large-Cap Value: The Forgotten Asset Class
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Investors seeking to capture the benefits of diversification may be well served by an allocation to international large cap value given its sector composition and the low correlation of the asset class to US equity markets.
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Middle East Conflict Rattles Market
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A review of the week’s top global economic and capital markets news.
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US, Israel Strike Iran
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As the markets react to escalating conflict in the Middle East and the global oil supply is threatened, global diversification remains important.