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.
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.
Strategist's Corner
Technological Evolution and Financial Cycles: How AI Fits In
Week in Review
Dec 5: Equities Flirt With All-Time Highs
Investment Insight
1 min
Q4 Portfolio Perspectives
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
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.
Week in Review
Equities Flirt With All-Time Highs
5 December 2025
A review of the week’s top global economic and capital markets news.
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.