all angles

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.

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Global Fixed Income in Focus: Are the Hawks Back?

Find out how MFS Co-CIO of Fixed Income Pilar Gómez-Bravo approaches today’s inflationary and more hawkish interest rate environment.
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.

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