decorative
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.
Listen

Discover Our Products

In today's fast moving markets, our actionable insights can help you stay one step ahead

Get insights direct to your inbox.
By entering your contact information and subscribing to these emails, you consent to MFS processing and storing your contact information for the purpose of managing your subscription and sales and marketing purposes. You may unsubscribe to these emails at any time by following the instructions in the unsubscribe link in the materials sent to you. You may view MFS’ privacy policy on mfs.com for further information on how we use your data.
<p>The End of the Strong Dollar Cycle</p>
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.

Read Now
<p>Five Key Themes for the Second Half of the Year - Fixed Income</p>
Fixed Income 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.

Read Now
<p>Key Equity Themes – A New Era of Opportunity</p>
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.

Read Now

Latest Insights

Get the latest on global markets and economies as well as what's top of mind for our thought leaders.

Stocks Take a Breather
Week in Review

Stocks Take a Breather

7 November 2025

A review of the week’s top global economic and capital markets news

Read More
Finding Large Opportunity in Midcaps
Equity Insight

Finding Large Opportunity in Midcaps

4 November 2025
White Paper exploring the potential investment advantages of midcap stocks, including their structural return premium, diversification benefits, and current attractive valuation levels, while analyzing historical performance and market trends.
Read More
all angles.
All Angles

all angles.

3 November 2025
Successful investors focus on every perspective
Read More
explore all insights
close video