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
Spotting Unseen Risks in Portfolios
Week in Review
Oct 24: Moderate Inflation Paves Way for Fed Cut
Investment Insight
1 min
Q3 Portfolio Perspectives
Portfolio Insight
4 min
The Art of Contrarian Investing: Inside The Mind of a Contrarian Investor
What does it take to be a contrarian investor? Zahid Kassam, Portfolio Manager, shares the team's investment process and approach to portfolio construction.
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.
Market 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
Fixed Income Insight
1 min
Navigating the Fixed Income Valuation Conundrum
22 October 2025
Join MFS Co-CIO of Fixed Income Pilar Gómez-Bravo as she shares her approach to uncovering opportunities in the face of macro uncertainty and valuation challenges.
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Strategist's Corner
Spotting Unseen Risks in Portfolios
22 October 2025
A look at the challenges of identifying hidden risks in investment portfolios, likening them to undetectable health crises.
Week in Review
8 min
Credit, Trade and Liquidity Concerns Contribute to Investor Anxiety
17 October 2025
A review of the week’s top global economic and capital markets news