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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.
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<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.

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<p>Dollar Weakness Creates an Opportune Moment for Emerging Markets Debt</p>
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.

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<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.

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

Introduction to MFS Blended Research®: Combining Fundamental and Quantitative Insights
Market Insight
9 min

Introduction to MFS Blended Research®: Combining Fundamental and Quantitative Insights

10 November 2025
Discover how the MFS Blended Research® strategies leverage the strengths of both fundamental and quantitative research to create a unique and powerful investment approach. Learn why this dual approach provides a more holistic view of the investable universe, balances short-term and long-term perspectives, and enhances portfolio decision-making.
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Navigating Markets with MFS Blended Research®: Performance, Portfolio Construction and Outlook
Market Insight
6 min

Navigating Markets with MFS Blended Research®: Performance, Portfolio Construction and Outlook

10 November 2025
Explore how the MFS Blended Research® strategies can adapt to different market environments and may deliver consistent performance through the economic cycle. We explore the systematic portfolio construction process, risk management techniques, and client-tailored solutions that define the strategy’s philosophy.
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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

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