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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.
Market Insight

Webcast: Market Impact of Geopolitics and Policy

MFS Inside View webcast on a new era of global disruption - shaped by geopolitics & policy change - what it could mean to markets and global portfolios.

Fixed Income Insight
28 min

Five Key Themes for the Second Half of the Year - Fixed Income

Global markets in 2025 face policy uncertainty and macro volatility. Fixed income offers de-risking potential, while EM local currency debt benefits from US dollar pressure. Private credit faces challenges.

Equity Insight
32 min

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.

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