In 2025, investments focus on resilience amid geopolitical shifts, volatility, and high valuations. Strategies include diversification, asset allocation, and targeting tech and energy sectors for growth.
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.
Strategist's Corner
Technological Evolution and Financial Cycles: How AI Fits In
Week in Review
Oct 31: Trade Truce, December FOMC in Focus
Investment Insight
1 min
Q4 Portfolio Perspectives
Sector Spotlight
5 min
MFS Contrarian Value Strategy - Strategy Video
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.
Equity Insight
32 min
Key Equity Themes – A New Era of Opportunity
Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts.
Fixed Income Insight
28 min
Five Key Themes for the Second Half of the Year - Fixed Income
Global markets in 2025 face policy uncertainty and macro volatility. Fixed income offers de-risking potential, while EM local currency debt benefits from US dollar pressure. Private credit faces challenges.
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.