The gains were erased after Federal Reserve officials hinted they were hesitant to cut rates, leading to broad market losses. This challenging environment reinforces the long-term need for investors to seek global diversification outside of the overvalued U.S. dollar and domestic assets.
In this podcast, equity portfolio manager Brad Mak and Rob Almeida, global investment strategist, discuss how the commercial application of artificial intelligence may affect - enhance, be neutral to, or detract from - companies over the next three to five years.
Kim Hyland, Head of Global Institutional Relationship Management, joins Global Investment Strategist Rob Almeida to discuss the four main challenges facing clients and, as investors, how we think about some of those challenges.
Emerging market debt portfolio manager Ward Brown joins Rob for this podcast to dig into the uniqueness of local emerging markets debt investing, the trajectory of EM economies and business cycles, and potential opportunities going forward.
In this special mid-year podcast, Rob is joined by MFS Chief Economist Erik Weisman to discuss all things around the economy, including the rate of inflation, probability of recession, and other trends that may affect the financial markets and assets.
See why we believe that market uncertainty may create opportunities for active managers to identify companies that can weather a slowdown.
Explore the recent developments in artificial intelligence, the implications for industries and our perspective on investment opportunities.
With markets sending mixed signals, see why it may make sense for equity investors to look at earnings and the impact of a recession.