Straight Talk
Midyear Update: A Look Back to Move Forward
This episode will be focused on taking a look back at this year's events and their impact on markets and macros.
Speakers
Brad Rutan, CFA
Market Strategist
Jenine Garrelick, CIMA®
Senior Managing Director
Mike Dembro
Lead Investment Strategist
Midyear Update: A Look Back to Move Forward
Monday, June 16 at 4 p.m. ET
2025 has been a year that few expected, with tariffs and uncertainty taking center stage. Join Brad Rutan, Jenine Garrelick and guest Mike Dembro as they
- look back at 2025 events and their impact on markets and macros
- explore opportunities going forward
- discuss tips for success in the summer months
Other Available Straight Talk Episodes
Watch
If International Is in, Is US Out?
June 4, 2025
Join Brad Rutan, Jenine Garrelick and Nick Paul as they discuss if recent US volatility means the ascendance of US equities is over.
READ
Do Tariffs Mean Turmoil?
June 3, 2025
Brad Rutan, Jenine Garrelick and Mike Dembro will discuss tariffs and where MFS is looking for opportunities.
READ
What Does Your Value Fund Believe In?
June 3, 2025
Why understanding the beliefs of your value fund matter.
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