All Angles Podcast
Energy Security: How the Middle East War Impacts Investors
How should investors think about energy security in a world where trade routes, supply chains, and national policy are becoming more closely linked? In this episode, we explain how geopolitics are impacting energy markets, including why the Middle East war is creating risks for companies and consumers but also leading to new cross-sector opportunities for investors.
Strategist's Corner
Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida
Strategist's Corner
Value Creation vs. Value Capture
July 13, 2026
AI has the potential to meaningfully impact individuals and businesses alike, and its scope is only growing wider. But does that translate into value for investors?
Strategist's Corner
What We Learned on the MFS Technology Bus Tour: AI’s COGS Shock
June 18, 2026
AI spending is even higher than predicted — how might that illuminate the gap between more durable businesses and those that lack pricing power?
Strategist's Corner
The AI Capital Cycle Is Splitting the Market
June 8, 2026
Active management can separate AI disruption opportunities from market overreaction. Here’s what passive investing misses.
Week in Review
Week in Review
Inflation Eases, but Fed Remains on Alert
July 17, 2026
A review of the week’s top global economic and capital markets news.
Week in Review
US–Iran Ceasefire at Risk
July 10, 2026
A review of the week’s top global economic and capital markets news.
Market Insights
Timely insights into the market dynamics on your mind today
Market Pulse
Market Pulse
July 6, 2026
Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.