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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.
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.

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.

Sector Spotlight
5 min

MFS Contrarian Value Strategy - Strategy Video

Equity portfolio manager AC Farstad explains the key features of MFS Global Contrarian Value Strategy and what the team looks for in new investment ideas.

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