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.
Market Insights
Key Themes
December 2025
Our Insights team highlights key themes and growth opportunities investors to consider in 2026.
Strategist's Corner
“Is It an AI Bubble?” is the Wrong Question
Week in Review
Dec 12: A Not-So-Hawkish Fed Cut
Investment Insight
1 min
Portfolio Perspectives Q4 2025
All Angles Podcast
From Capex to Conviction: Investing Through Disruption and Opportunity
In this episode, 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.
Equity Insight
Valuation: Why it Still Matters in Today’s Stock Market
Insight exploring the importance of valuation as the foundation for sustainable long-term returns and effective risk management. It emphasizes the need for disciplined and selective investing, particularly in today's high-valuation market environment driven by factors like technological advancements and market sentiment.
Latest Insights
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.