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
36 min
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
The Big Mac
10 min
The End of the Strong Dollar Cycle
The projected weakening of the US dollar due to macroeconomic factors, interest rate trends, and global diversification shifts include both the short-term risks to the dollar and its long-term resilience as the primary reserve currency.
Fixed Income Insight
9 min
Dollar Weakness Creates an Opportune Moment for Emerging Markets Debt
We explore the emerging market debt opportunities as driven by a weaker U.S. dollar, improved fundamentals, and elevated yields, alongside key risks.
Latest Insights
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.
Strategist's Corner
“Is It an AI Bubble?” is the Wrong Question
5 December 2025
The AI boom may not be a bubble. It could reveal a major economic blind spot everyone’s missing.