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The Inside View

Are We Entering a New Era of Global Disruption?

20 November 2025

This episode focused on understanding the impact of global markets in a world increasingly shaped by geopolitical tensions and ongoing policy change.

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Speakers

Daniel Clifton
Partner and Head of Policy Research at Strategas

Chris Sunderland
Institutional Portfolio Manager

Kim Hyland
Co-head of Global Institutional

Trade, Power and Policy in an Evolving World

November 20, 2025

Are we entering a new era of global disruption?

Join us for an insightful conversation featuring Kim Hyland, Chris Sunderland and Dan Clifton, Partner and Head of Policy Research at Strategas Securities. In a world increasingly shaped by geopolitical tensions and ongoing policy change, understanding their impact on global markets is more critical than ever.

Key Topics:

Market Concentration: How does having a few dominant players affect market dynamics and investment strategies?
AI Bubble: Is the AI boom sustainable, or are we seeing signs of overvaluation?
Low-Quality Rally: What does the rise of low-quality stocks outside the US mean for global portfolios?

Please contact your MFS Relationship Manager for access to the on-demand webcast.

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