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.
All Angles Podcast
Powering AI: Why Energy Is Back in Focus (and What’s Driving It)
Power, not oil, is where the action is. Jude Jason joins host Sean Kenney to unpack the AI driven power bottleneck—and three durable ways to invest through it. We map near/medium/long term plays and the signals to watch so you can cut through the hype and stay ahead.
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Strategist's Corner
Technological Evolution and Financial Cycles: How AI Fits In
Week in Review
Nov 14: AI-Linked Debt, Fed Cut Doubts Hit Stocks
The Big Mac on Fixed Income
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With Uncertainty Comes Great Opportunities
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Market Insight
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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.
Market Insight
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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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Valuation: Why it Still Matters in Today’s Stock Market
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Insight exploring the importance of valuation as the foundation for durable long-term returns and effective risk management. It emphasizes the importance for disciplined and selective investing, particularly in today's high-valuation market environment influenced by factors like technological advancements and market sentiment.
Week in Review
AI-Linked Debt, Fed Cut Doubts Hit Stocks
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A review of the week’s top global economic and capital markets news
Fixed Income Insight
Fixed Income Under the Spotlight: Navigating the Fixed Income Valuation Conundrum
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Co-CIO of Fixed Income Pilar Gomez-Bravo shares her thoughts on uncovering opportunities in the face of macro uncertainty and valuation challenges, why spreads may be stretched and how to position portfolios.