About this podcast
What really goes into successful investment decisions? Find out as all angles takes you inside the minds of our portfolio managers and analysts. In each episode, we’ll explore the fundamental framework that guides our investment thinking, the themes we believe are key for investors, and our approach to investing from all angles. Listen in as we make the complex world of investing accessible and give you strategic insights to put into action. Learn more at https://www.mfs.com.
Episodes
- All Angles | Investing in the Future of Cybersecurity · 25 min · Episode 9Artificial intelligence is reshaping the cybersecurity landscape, creating new risks and opportunities for investors. In this episode of All Angles, host Sean Kenney and guest…
- Beyond Tech: How Innovation is Driving Growth in Industrials · 23 min · Episode 8All eyes are on AI and tech, but do other sectors offer exciting investment opportunities? In this episode, Sean Kenney and guest Erin McCarty explain how industrials are…
- Energy Security: How the Middle East War Impacts Investors · 29 min · Season 4 Episode 7How 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, Sean Kenney…
- Visible Earnings: Financing the Future of Defense · 20 min · Season 4 Episode 6Defense budgets are on the rise, but where is the money going and what does it mean for investors? In this episode, Sean Kenney and Elizabeth McGuire describe how global defense…
- Follow the Money: Decoding AI's Capital Stack · 26 min · Season 4 Episode 5Hyperscalers are spending, but when will this capex help companies to improve returns? In this episode, Sean Kenney sits down with guests Erica Zieba and John Haddad to delve…
- From Capex to Conviction: Investing Through Disruption and Opportunity · 27 min · Season 4 Episode 4It’s growth investing, just not as we knew it. Technology is disrupting the traditional signals for growth companies, such as revenue acceleration or addressable market…
- Powering AI: Why Energy Is Back in Focus (and What’s Driving It) · 28 min · Season 4 Episode 3Power, not oil, is where the action is. Electrification trends, boosted by AI, are accelerating the growth of the traditionally flat power sector. In this episode, Sean Kenney…
- Decoding Software: Growth, Moats, and the AI Reckoning · 24 min · Season 4 Episode 2The software sector is evolving fast—and not always in ways investors expect. From the rise of AI-native startups to the shifting economics of SaaS, the rules of the game are…
- Investing in Pharma & The Game Changing Impact of AI · 19 min · Season 4 Episode 1In this episode, we delve into the intersection of AI and pharma, uncovering how artificial intelligence is set to change drug discovery and its impact on investing. Learn what…
