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
.jpg)
Market Insights
Key Themes
Our Insights team highlights key themes and growth opportunities investors to consider in 2026.
Investment Insights
Quarterly Fixed Income Webcast
Recorded on: February 18, 2026
Find out how MFS Co-CIO of Fixed Income Pilar Gómez-Bravo is approaching today’s complex and fast-evolving market environment, including her thoughts on:
- what the macro and market outlook holds for the year ahead
- how global risks are shaping the fixed income landscape
- how to position portfolios to navigate risks and find opportunities
Latest Insights
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.
Week in Review
Though Shaky, Markets Welcome Ceasefire
April 10, 2026
A review of the week’s top global economic and capital markets news.