All Angles Podcast
Visible Earnings: Financing the Future of Defense
In this episode, we describe how global defense spending is shifting from cyclical discretion into strategic necessity, focusing on how the money is being spent, why long-term earnings visibility is improving, and what new entrants mean for assessing valuations. Find out more about the opportunities and risks from a rapidly evolving defense sector.
Strategist’s Corner
AI Firms Going Public Could Help Identify Winners
Asset Allocation
Quarterly Portfolio Perspectives
Fixed Income Insights
Macro/Micro: A Construct for Robust Risk Budgeting
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Fixed Income Insight
The Strategic Power of Security-Selection Alpha
Against a complex macro backdrop, security-selection alpha may prove to be a key driver of global fixed income returns.
Equity Insight
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. Details the need for agility and foresight to navigate this dynamic environment while capturing growth opportunities.
Latest Insights
Week in Review
Markets Lower As Geopolitical Uncertainty Remains
April 24, 2026
A review of the week’s top global economic and capital markets news.
General Insight
What Clients Are Asking: Oil, Iran, And the Path Forward
April 23, 2026
The price of oil and its impact on portfolios is a key concern for investors. MFS’ Global Head of Distribution Sean Kenney sits down with energy sector team leader Elizabeth McGuire to address volatility in the energy sector. They discuss why it’s important to focus on industry fundamentals rather than short-term price swings when developing resilient investment strategies.
Week in Review
Markets Push to Record Highs as Geopolitical Risks Fade
April 17, 2026
A review of the week’s top global economic and capital markets news.